Proposals are a must no matter your business. Creating a proposal that reflects your business ideally is a tall order. Between aesthetic and deal closing power, a lot goes into a proposal. Not to mention the extra steps of collecting client signatures and verifying payment. Better Proposal takes all of those odds and ends and handles them with one easy-to-use software. It doesn’t ask you to be a designer. In fact, it teaches you how. This software has everything you need to create perfect proposals, contracts, quotes, and more with easy-to-use templates. Better Proposal keeps all your business dealings from follow-up timelines to team movement in one well-organized place.
Templates
Making anything from scratch is time-consuming and risky. It can take years of practice to figure out the ideal layout of your proposals. Rather than spending time on design when you could be closing deals, use a Better Proposals template. It has over 80 proposal templates to choose from, spanning all different fields. Browse and use templates to create proposals for:
- Website design
- Marketing
- Consulting
- Design
- Coaching
- IT support
- Video production
- Photography
- Event management
- Lifestyle
- Software development
- Finance
- Home and property
Each template even comes with a description to help you decide which is the best fit. You can interact with the templates through the view option to give them a test drive.
Templates are a tremendous help to companies that might not have a dedicated design team or simply would instead put time and resources toward other ventures. Templates help small businesses look more professional, even when they’re just starting. Having access to a wide variety of templates is like having a design team that produces exactly what you want every time. The templates are tried and true. It has been proven that these templates close deals and make money. Using a template can make some people hesitant. You don’t want your business to look like everyone else’s. But the templates offered through this proposal software can be edited and further customized to be just right. Better Proposals prove that you can still represent your company and look just the way you want, even with the help of a template.
Proposals and More
While the name might lead you to believe that the software only does one thing, Better Proposals is more than just proposals. Better Proposals can help you design a whole host of essential documents. In addition to proposals, templates from Better Proposals include:
- Quotes
- Online brochures
- Client sign-offs
- Contracts
- Statements of work
In a nutshell, having Better Proposals will help you fine-tune nearly every important document your business needs to draft. People might not think of contracts and client sign-offs as things that need to be eye-catching, but this software begs to differ. Having memorable documents across the board will make you memorable. Anyone can draft a simple contract, but putting some fun into it will set you apart.
Better Proposal’s online brochure templates will help your company create an eye-catching resource for your business or product. These digital brochures can be used to supplement your website. Give people an overview of what your business has to offer with the help of a template. So much of business comes down to design at the end of the day that it’s crucial to have this skill set. But there’s still hope for those who don’t, thanks to Better Proposals. Knowing the ins and outs of an effective and impactful design strategy for even the most mundane documents has all kinds of hidden benefits. Better Proposals will teach you design as you go, even while using templates. You’ll pick up styling tricks and learn which elements look best by simply using their proven product.
Sales Hub
Creating proposals and contracts is one thing. Keeping track of your team and conversion rates is another. Sending out proposals, quotes, and reports can get out of control fast. Keeping track of every document being sent out, even before it’s sent out, is a lot to manage. If you don’t have the right system in place, everything can fall apart in the blink of an eye. Better Proposals not only helps you make all of your proposals, but it also helps you keep track of them too.
Better Proposals brings everything you need—that’s documents and team members—together in one place. And you don’t have to lift a finger to do it. This central hub requires no manual entry and keeps everyone on the same page at every step. Supervisors can view team member pipelines, allowing transparency and revealing where improvements can be made. The software tracks everything you could need and makes it easy to find. Generate a sales report or check on how many proposals have been sent versus how many have been signed. Better Proposals even tells you the average signing time for all of the documents sent.
This system is streamlined to the max. A user-friendly interface that requires little to no training keeps everyone updated. Create and track your perfect proposals from start to finish. You can keep spreadsheets, set up team emails, and track everything the old-fashioned way, but it doesn’t compare to Better Proposals.
Communication and Follow-up
We’ve all heard the phrase “communication is key.” Well, it’s true, and Better Proposals makes it easy too. Fielding all the different kinds of communication these days—emails, phone calls, website chatbots, etc.—is a lot of work. But it lets you chat with your clients as they review your proposal live. This instant messenger function allows you and your team to communicate with clients in real-time. With this function, there will be almost no potential things to get too backed up. A client can simply message your company directly with the proposal in front of them, ask their question, and have it addressed at the very exact moment.
Follow-up can fall under the umbrella of communication, but it is a beast of its own. In specific markets, follow-up is the gateway to conversion. Keeping your name in the prospect’s mind or reminding them of an offer on the table brings people back to your business. Follow-up is an art. To be done correctly, you must know when and how best to do it. Thanks to Better Proposals, now you do. It may not do the follow-up for you, but it notifies your team when the time is right. You will also be provided with follow-up analytics showing why certain things you’re doing work and others don’t. Much like that work pipeline transparency, this is something that will benefit your business in the long run. With Better Proposals, you will know when your proposals have been signed, sealed, and delivered.
Transparent Pricing and Payments
Knowing what you’re paying for is essential to consumers but also rare. There are almost always hidden costs or things that appear after the fact. The most transparent a company can be, the better, and Better Proposals can help with that. Your clients, customers, and prospects will know exactly what you are offering and how much. With their streamlined templates, Better Proposals has a space for everything. Draft a contract that has clear and concise wording and does away with any complicated pricing structures and unnecessary legalese.
Better Proposals proposals and documents can include anything and everything you want. Give your clients options with multiple checkbox options, present flexible packages, and list multiple tiers of service. Taking it one step further, Better Proposals makes payment quick and easy. The software prompts for payment after the document is signed, leaving no time for clients to forget. This simple extra step cuts out so many middlemen by accepting immediate payment, essentially in the same document. No one likes asking to be paid, and really no one likes being reminded they owe money. Those awkward interactions will be a thing of the past with Better Proposals.
You will close a deal in one fell swoop and get your deposit or first payment. Say goodbye to the back and forth of delayed payments and never worry about pestering clients again. No extra steps, no additional emails, no grace period. Better Proposals keep both parties safe and honest.
Easy Signing
Document signing has come a long way since the invention of the internet. Plenty of platforms allow people to review and sign documents, but Better Proposals keeps it all in the family. Rather than outsourcing to DocuSign or some other third party, it allows your clients and customers to sign any legally binding document from their smartphone. This proposal solution completely streamlines the document signing process. Design, send, and receive client contracts and documents from one platform. Better Proposals keeps things simple. No more trying to keep track of and track additional things down to ensure the deal is closed. It’s one document for your clients to sign, and that’s it.
Better Proposals allows your company to completely customize all contracts and documents. Decide whether your clients can sign by typing or drawing their names. Even give them options for different background colors. Not only does it offer a sense of ease for those signing digitally, but it’s also completely secure. The extra security offered by Better Proposals digital signing makes it simple and safe to take care of business from anywhere and on any device.
Completing contracts digitally is supposed to make things easier, but accessing, saving, and signing is often a hassle. Thanks to Better Proposals, getting electronic signatures is the easiest part. You’ll be able to send documents out with the peace of mind that they will come back quickly and thoroughly. Better Proposals eliminates unnecessary additional steps and programs for your company and extra hassle for your clients.
Automation
Better Proposals is designed with ease in mind. Everything they offer allows you to get everything you need to be done effortlessly. A big part of that is Better Proposals’ easy integration options. Better Proposals can be integrated with services and platforms that help with CRM, live chat, payment, and project management. Essentially, nearly any platform you already use for your business will work with Better Proposals. Here are the platforms and services that work with Better Proposals:
- Asana
- Basecamp
- Teamwork
- Trello
- Wrike
- BoldChat
- ClickDesk
- CovertFox
- Crisp
- Drift
- HubSpot
- Intercom
- Jivochat
- LiveChat
- Olark
- PureChat
- To
- Userlike
- WhosOn
- Zendesk chat
- Zopim
- Stripe
- PayPal
- Go Cardless
- ActiveCampaign
- Agile CRM
- Base
- Capsule
- Close
- Freshsales
- Highrise
- HubSpot CRM
- Infusionsoft
- Insightly
- Nimble
- Pipedrive
- Prosperworks (Copper)
- Salesforce
- Salesflare
- Zoho
What’s even better is that Better Proposals will help your company figure out how to use these platforms. If you’ve been using one platform for payment for a long time but would like to see what else is out there, Better Proposals can help. Because Better Proposals integrates so well with other platforms, you can make as many tweaks and adjustments to your day-to-day without worrying about tying everything up. You don’t have to worry about losing your contracts, proposals, or quotes if you switch from one CRM or project management service to another.
Better Proposals makes things easy and aims to keep them easy. Whether you’re just starting and figuring out what works best or you’re an established business that knows what works best, Better Proposals can and will support you.
Pricing
Better Proposals offers three different pricing structures, all with options to pay monthly or annually. Better Proposals offers a 14-day free trial for two of the three packages, so you can test everything out beforehand. And if you ever decide Better Proposals is not for you, there is no cancelation fee.
Starter
The Starter pack is the most standard Better Proposals has to offer. Starter can be purchased for $19 per month per user or $13 per user, billed as $149, for the annual subscription. The Starter plan is best for freelance workers and businesses of one. Better Proposals offers their Starter users:
- A monthly proposal allowance of 5
- Analytics and notifications
- Every Editor feature
- Legally binding digital signatures
- Phone and tablet responsive
- PDF Export
- Customizable “thank you” messages
- Whitelisting your domain
- Available in over 22 languages
- Compatible with multiple currencies
- Google fonts
- Template marketplace
- Unlimited templates and covers
- Content library
- Payment platform integration
- Detailed help docs
- Live chat 20 hours a day
- Advanced online training
Premium
Premium is Better Proposal’s middle-tier plan and puts everything from Starter on the table plus a few more things. Premium users will pay $29 per user per month or $21 per user, billed as $249, for the annual plan. Along with everything from the Starter plan, Premium subscribers receive:
- Proposal AI
- Multiple signatures
- Custom merge tags
- Custom domain
- Remove the Better Proposals badge
- Unlimited Brands
- Adobe fonts
- Payment, live chat, CRM, and project management, Zapier, and API integration
- Advanced permission and company report for users
- Detailed help docs
- Live chat 20 hours a day
- Advanced online training
- Personalized onboarding calls
Enterprise
The Enterprise plan will give you everything Better Proposals has to offer. Best suited for sales teams, Premium users will pay $49 per month per user and $42 per user, billed as $998, for the year. In addition to everything from Starter and Premium, Enterprise users have access to:
- An unlimited monthly proposal allowance
- Password protection
- Custom fonts
- Teams and manager approvals
With all of these different options, Better Proposals users can get precisely what they need, no matter the size of their business.
Better Proposals brings everything you need to run and organize your business into one convenient space. You can create, send, and receive completed proposals, contracts, quotes, and more with one software. Better Proposals’ templates will help you create exactly what you need and teach you a thing or two along the way. You’ll never have to juggle multiple platforms again if you get your team on Better Proposals. Transparency has never been easier to maintain both with clients and among team members. With Better Proposals as a part of your day-to-day operations, you will find a sense of ease in your business dealings that would be hard to find otherwise.
Are you looking for a digital marketing consultant? Kak Varley Digital Marketing Agency in Phoenix can help. Contact us today!
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