All Better Proposals Reviews

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Moses

Management Consulting, 2 - 10 employees

Used less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

Reviewed January 2022

Great customer service

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Sue

Verified reviewer

Public Relations and Communications, 1 employee

Used weekly for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed April 2020

Landed a $1,650 web design project during my free trial

Overall, my experience with Better Proposals has been positive. I like the product. It was fairly easy to set up and use, without spending a lot of time watching videos or reading help docs. I can say from experience that it works. I think it's a good investment for anyone who dreads writing proposals or who simply wants to streamline their proposal writing process.

PROS

I've been building and selling websites for almost ten years. My weakest point has always been getting a proposal out the door. I never know what to write and I've always been challenged when it comes to pricing my services. Finally this year I decided that I needed to overcome the obstacle of writing proposals, as I knew it was one of the things holding me back from growing revenue in my business. Better Proposals was actually the fourth option that I tried. There are three main reason why I liked Better Proposals. First, it comes with a variety of great templates. As a seasoned freelance professional, I offer a variety of services. I can use Better Proposals for copywriting, PPC campaigns, SEO, etc. Of course you need to customize the templates, but it gives you a solid place to start. Oftentimes, getting started is half the battle! Second, proposals created with Better Proposals have a modern look and feel. When you are selling web design services, it's important for your proposal to have the same level of quality as the websites you create. Proposals are intended to be viewed online, so they look great and are easy to read on all browsers and devices. Finally, I like that it guides your prospects towards digitally accepting your proposal. It's the natural next step. Once accepted, they're prompted to pay your deposit on the spot. I signed on a new client during my Better Proposals trial period! Within minutes I had a 50% down payment on a $1650 website.

CONS

There were a few things that were a little confusing during the set up process. As a result a few things weren't as set up as I would have liked them to be when I sent out my first proposal. I didn't realize this until later and I still closed the deal, so I guess the fact my emails weren't properly customized wasn't mission critical. I reached out later to support and explained what had been confusing to me. The support person agreed that they could improve the directions. She said that she would pass on my input to her development team. I thought that was a good sign. YI like it when companies take their customer's feedback seriously and always try to improve their product. One thing I didn't particularly like is how my proposal looked when converted into a PDF. It seemed like the formatting got kind of funky and things didn't look nearly as nice as they did when the PDF was viewed in a browser. This probably isn't really a big deal, though, as I think people are really getting away from printing everything out. The cost of paper and ink is too high for that. The proposal is always available to be referenced online and it can be shared with anyone that way.

Reason for choosing Better Proposals

And.Co isn't really a proposal specific software. It's more like an accounting and billing platform, that also allows you to create proposals. Therefore, it was too bare bones for me. The proposals don't look that nice and I wasn't convinced it would save me any time in the long run. BidSketch seemed a little dated. Their proposals look nice in PDF format, but when viewed on a phone, they don't look that great. I also didn't like the editor. It seemed clunky and it took too much time to create a single proposal. Proposify seemed more modern than BidSketch, yet I didn't find it that easy to use. I felt like it took me a long time to create a single Proposal. I also think it was more expensive for less features.

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Lenny

Verified reviewer

Marketing and Advertising, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed September 2018

Hands Down the ABSOLUTE BEST PROPOSAL SOFTWARE, period.

Excellent! The creators of this software really care about their customers, understand video production which is a plus for us considering it's what we do, and the few hiccups we've had with their software we're quickly addressed. Buy it! You won't regret it.

PROS

I like how once a template is created, customization becomes incredibly easy to the point where the end client feels as if you've invested all this time in customization, when it only took a few minutes. It's not immediate, but that has more to do with me being a perfectionist than the software. I also like how I get INSTANTLY notified by email when someone is reading the proposal and to what extent. If they view one page for 20 seconds, I know I have more work to do with that lead. Excellent software.

CONS

That you, on the initial email have to send it through their system. I'd like to have the option of manually sending the traceable link so I can throw it into bitly and shorten it, but maybe there is a workaround I simply have not explored enough yet.

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Samantha

Verified reviewer

Graphic Design, 2-10 employees

Used weekly for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

1

EASE OF USE

1

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

1

Reviewed January 2019

Not recommended terrible customer service

The software was good and perhaps they will improve their crashing issues. Even if they did how I was treated was very unethical when I simply addressed valid issues originally in private. Utterly disgusted. I am happy to provide screenshots and emails to verify my claims and validity. I also have charges from my bank. I feel businesses like this should be exposed. I also have messages from others who messaged me regarding their experience. They would not address my issue so I was going to go to my bank. The CEO threatened me and also told me to stop posting on social media. Such an aweful experience.

PROS

It was very good at first and I even referred other paying customers.

CONS

They recently had a crash that caused major issues. In general there were problems but you learn to just give it a try for awhile. I feel management is very unethical on how they handle consumer relations and would not originally address the issue until I complained to go to my bank. I also felt as a consumer I was treated with discrimination and racism.

Vendor Response

Just to add a little non-emotional clarity to this situation. Samantha contacted support and asked for help. The CTO responded because it was late at night and everyone had finished. She gave the answer twice and was told it was "too generic". Samantha then threatened do issue chargebacks and demanded a refund. I (Adam, CEO) took over and said she could have the help she wanted or the refund she's demanded. She continued to react emotionally and was rude and ultimately wasn't listening so we made the decision to refund her everything she's ever paid us and give her a free month to switch to another platform. She wasn't affected by any outage at all. It's a shame both parties have had this experience. Not everyone is a fit for every company and that's evident here. I hope she finds happiness. Adam CEO

Replied January 2019

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Mark

Verified reviewer

Used weekly for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2018

This software will position you ahead of your competition and win you more business

Can't think of any, seriously. They've nailed the whole package and are improving constantly, based on what their customers are requesting and need to win more business. A genuine company that cares about getting results for their customers.

PROS

Presenting proposals online like this, especially if you are in the technology space, puts you head and shoulders above the competition. If you're talking about latest technologies, best practices and innovation in your pitch, delivering your proposal in this online format demonstrates you walk the talk. Usability of the software itself is child's play. Features being added and improved constantly. And the best thing of all SUPPORT IS INCREDIBLE!! They are on it. Big time. They really do care about serving us and providing the best tool possible to help us win more deals and achieve success. They are welcoming, reply to any question very quickly (almost immediately in office hours) and they not only listen to what their customers are saying/feeding back on, they implement these requests, too. If you're in two minds, seriously, don't give it another thought. This will change how you do business for the better, help position you above the competition, and most importantly, help you win more business! Well done chaps. Loving your work. Keep on keeping on.

Nick

Hospital & Health Care, 2-10 employees

Used weekly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2023

We've found it great for conversions

We have found it really useful for recruitment of clients and find it helps with conversikns

PROS

Our potential clients can get all the info they need in one place and ability to track opens is really useful to proactively follow up.

CONS

The template editor UX could be better, should be easier to copy sections and columns are hard to work with.

Reason for choosing Better Proposals

We didnt look at other products as it met our needs and was reasonably priced.

Joshua

Computer Software, 2-10 employees

Used monthly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2023

Elevating Proposals to Art: A Personal Endorsement of BetterProposal.io

Every time I send out a proposal crafted with BetterProposal.io, I do so with confidence, knowing that it's not just the content but also the presentation that will stand out to my clients. This product doesn't just lead the pack; it outshines the competition with its user-friendly interface and innovative features. It's a game-changer for professionals who want to make a lasting impression.

PROS

As someone who's explored various proposal software, I've found that BetterProposal.io truly shines as a standout product. Its intuitive design and user experience immediately set it apart. With BetterProposal.io, creating a proposal is not just about getting the job done; it's about crafting an experience for the client. The high-quality templates and interactive widgets like pricing tables, live chat, and e-signatures elevate my proposals to a level of professionalism and interactivity that I haven't seen matched elsewhere.

CONS

I have not found this product to have any cons.

Matthew

Marketing and Advertising, 2-10 employees

Used weekly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2023

Amazing software to create, send, and track proposals

We used Better Proposals for our startup - we used them in all of our cold outreach campaigns to generate interest as the digital proposals were easy for our prospects to access and the presentation made it easy to share our services.

PROS

Easy to use/ get set up/ track activity such as opens and clicked, amazing UI to build proposals, and integrated into our payment provider.

CONS

Nothing negative to say - this software works very well and the UI is awesome.

Marco

Design, 1 employee

Used monthly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2023

A must-have for your sales funnel

I think BetterProposal is GREAT value and a critical step in my sales process. The proposals look great and are easy to use. If I ever have a question the BP team is SUPER fast to help. Amazing really!

PROS

The proposals look great and are fast and easy to use, for me and the client.

CONS

Being from a small country our specific payment process (mollie.com) is not supported, but that's okay. If this was critical I could always use STRIPE as that is supported.

Reason for choosing Better Proposals

The overall experience for Better Proposal is much better!

Reasons for switching to Better Proposals

Buggy and BP works and looks better

Simon

Retail, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2023

Support great

PROS

I am satisfied with everything. Support is great.

CONS

I didn't find anything. all right :)

Ross

Construction, 2-10 employees

Used weekly for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

FUNCTIONALITY

5

Reviewed June 2023

A great addition to a business

PROS

Better Proposals is a great asset to my business, it keeps me one step ahead of my competitors with my quotations looking stunning and is definitely having a positive effect in securing more work. The team at better proposals are brilliant! their technical knowledge is brilliant and the entire team offers a very friendly service.

CONS

Being a SME, I'm always on the go, so an app would be great for me to create proposals on the go if you're not so savvy with computers, it's not easy to set up better proposals with Xero accounting software however, in saying this, the technical team went above and beyond in helping me do this which I'm extremely grateful for

James

Used weekly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed May 2018

Effective and easy to use proposal system,

PROS

The best features about this product is that its easy to use, and comes with a great range of templates for any scenario so you can start building and customising your online proposal. The features like taking payment are great, along with buying able track potential clients is really handy. The support from the team via the chat is great as well, I have found the team at Better Proposal to be super helpful in getting us setup. Also like the feature to be able to white label (mask) the domain name so all our proposal look like they are developed from our site. The customisation is great in what you can do, and being able to save containers and pages for future proposals is very handy. We have been able to reduce our time on getting a proposal out now which is resulting in more conversations.

CONS

There could be some a bells and whistles, but the basics to what you need are in place. Would love to be able to customise the font to select any of the google fonts, but it's not a deal breaker.

Margaret

Marketing and Advertising, 2-10 employees

Used more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2018

Highly recommend - the product keeps getting better and better

Wasn't incredible at the time I purchased, but was good enough. Thinking the developer would leave the product as it was, I was happy enough. Delighted to have been wrong. The developer has continued to add functionality to the system, as well as continuing to enhance the pre-existing features. They're also branching out into new areas, allowing me to better manage a variety of customer documents I use. Love it.

PROS

Initially I was looking for a simple way to standardise and streamline proposals. An online format is what I wanted most, and this one allowed me to make my proposals be on my own domain. This product seemed the best value for money.

CONS

Would like a little more formatting / customising ability. But TBH what's there now works.

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Amy

Verified reviewer

Marketing and Advertising, 1 employee

Used more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

FUNCTIONALITY

5

Reviewed March 2021

Super helpful software

PROS

I love that I can create great-looking proposals really quickly and then have the customer sign straight from within their proposal. It simplifies so much for me. I also love that you can see when the proposal has been opened so you know whether to follow up.

CONS

The template function could do with work, I can't figure out how to create a blank template without just copying an existing proposal. I'd also love to be able to have a pricing table in more than one place in the proposal (same table just in two different places), but it's not a dealbreaker.

Anonymous

Used weekly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2018

Brilliant Saas - couldn't do without it.

PROS

Better Proposals is really easy to use. It just works well and gives me a great selection of templates and previous proposals to choose from. It looks amazing and their new PDF export feature is just sublime. Most clients like to print out a proposal to take it to a board meeting and it means that when they do, my proposal will look really good. Clean, easy to read and impressive.

CONS

I would like there to be more control over custom fields / merge tags in the templates. There are a few, like Company name etc, but it would be great to be able to do more with this and setup custom fields to use across all proposals.

Jeremy

Online Media, 2-10 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed November 2019

Best Proposal Software Available

Excellent. I have used it for dozens and dozens of proposals to clients and it is the fastest, easiest way to get a contract signed.

PROS

Better Proposals gives me a way to easily create proposals for clients in any number of categories. They are always adding functionality and I use it all the time for new clients.

CONS

I have had it for a couple years, even back at the start it was solid. Nothing really comes to mind right now, especially with all the stuff they continue to add.

Hayden

Marketing and Advertising, 1 employee

Used weekly for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

FUNCTIONALITY

5

Reviewed October 2019

Must-have for web designers!

Really like it. It allows me to spend more time on the projects I want to work on, instead of spending half the day writing proposals.

PROS

I love how much it makes my job easier! The two most common projects I have to write a proposal for are website builds, and logo/branding packages. Which are NOT quick to write up, as there are so many line items and details to cover. This software makes this part of my job a lot easier.

CONS

There's a bit of a learning curve, and the price is higher than me just going into Google Docs or Creative Cloud (a package I'm paying for anyway) - but I think it's worth the extra money for a unique, task-specific tool like this.

Reasons for switching to Better Proposals

I needed a more professional-looking, task specific software.

Anonymous

2-10 employees

Used weekly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2018

Affordable and Professional Proposals

PROS

It's so easy to use. No learning curve. And LOVE all of the new templates. I also love how I receive an email immediately after a client signs the document. I like how Better Proposal lets me know how long the client has read the proposal- it let's me know if they are serious or not. The software itself is very simple, and professional. Better Proposals definitely steps up your game with their professional onboarding system.

CONS

I cant think of any. So far I am really happy with it

User Profile

Daniel

Verified reviewer

Marketing and Advertising, 2-10 employees

Used weekly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2019

helps convert leads into sales

it def helps convert leads into sales

PROS

I love the design and how professional proposals look. I often get compliments on how professional my business looks using this platform. Also, love the notifications i get when a client has viewed or signed the proposals.

CONS

I don't really like the PDF version of the proposals. If I use images and not enough text to fill the page it add a lot of white space to the file which does not look that great. The web version looks great thought.

James

Marketing and Advertising, 2-10 employees

Used weekly for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2018

I tried ALL proposal SAAS on the market in 2018 and I THIS is by far the best!

Being able to track what pages of the proposal my customer has read.

PROS

Where do I start - TRACKING - My most favourite feature - I'm able to track what pages my customer's have viewed, the device its viewed on AND how long they spent on each page! So powerful! - INTEGRATIONS - it integrates with CRMs and Payment gateways! - POSITIVE FEEDBACK - I can easily walk clients through the proposal and they love it. - PROFESSIONAL - It makes me look so professional.

CONS

None whatsoever! We love it and all its features. We will continue using the software throughout our onboarding process.

Ian

Staffing and Recruiting, 51-200 employees

Used weekly for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed July 2018

One of the best packages I've bought in recent times

Increased conversion rate Huge time saving Increase in prospects buying into the brand

PROS

The time saving compared to traditional proposal writing are huge! What took me over 2 hours to do previously, now takes just 30 minutes. The ability to make your proposals simple, informative and professional has increased our conversion rate and it's only getting better. A must buy!

CONS

A deeper integration to our CRM would be useful along with an internal sign off process but the rest of the functionality of the software definitely make up for what it doesn't have.

Natalie

Information Technology and Services, 1 employee

Used monthly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2018

My Essential Tool for Web Development Clients

The templates make it extremely simple to create a custom proposal for my clients. As an IT consultant with many different projects, I appreciate the variety of proposal templates that are available, as well as how easy it is to modify the proposal for my needs. Thank you!

PROS

There are many templates to choose as starting points that can be customized by my specific needs. I LOVE the fact that I can see when my clients open the proposals, and the online signing feature is super-convenient for my out-of-state clients.

CONS

The saved PDF of the proposal isn't the prettiest; I wish I could set page breaks to make things flow nicer. However, this is made to be an online platform so my clients view the proposal using the link. I rarely have the need to save and print the PDF.

Jason

Marketing and Advertising, 2-10 employees

Used less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2019

Saved me so much time

I put off using proposal template software because I never have enough time for new software learning curves. In this instance, I was totally wrong. In the time it took to edit my previous presentations, I could edit the pre-made one by Better Proposals and get something far more professional. Browsing the other templates, I can see that I'll actually be saving a lot of time writing copy. Unlike some lorem ipsum or irrelevant templates around, the ones at Better Proposals are up to date and well written.

PROS

It's really user-friendly, at least as simple as using Word, Pages or Wordpress. The best thing was to find lots of pre-made templates that matched my business offerings. So, not only did I get a sharp design, but I saved days of writing copy since it was around a 70% match to what I'd say anyway.

CONS

No real issues, I found a couple of buttons that didn't work properly. I had to move the cursor a little for the button to activate. (Not sure if that was browser problem though).

Richard

Marketing and Advertising, 1 employee

Used weekly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed August 2019

It's what I use every time I need to send a proposal.

PROS

The online signature and tracking side is great. Everyone I send these to are impressed with the look.

CONS

Probably the template building. It took me awhile to get it just like I wanted. I feel like they could improve the editing tools and the payment integration without going to Zapier.

Cat

Used weekly for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2018

Better Proposals has both simplified AND up-levelled my sales process.

PROS

It doesn't just allow me to create proposals that look great, I'm able to observe how my potential clients use and react to the proposal. Allowing me to follow up at the right time with the right information... to gently nudge them over the line.

CONS

My only bug bear with Better Proposals is that I can't switch off the .00s for cents / pence. There are enough 0's in my prices to begin with. If they get that sorted I'll bump my rating from 99% to a full 100%!

Showing 1 - 25 of 158 Reviews