Better Proposals Erfahrungen

This tool has been not only a time saver for me, but an absolute game changer as to how I prepare and share proposals with existing and prospective clients. Not only has it made my life easier, but my clients and prospective clients are impressed with how professional the proposals look!

I also really enjoy the tracking features and getting notified when my proposals are opened and read through.

As someone who freelances, spending less time on administrative tasks and more time doing what I do best is always a plus for me!

As much as I've used this for making proposals for website development, I have delved into the application as much as I should, so it's hard for me to give any valid cons or constructive criticism since it does everything I need it to do without me having to explore every nook and cranny of the platform.

I used to prep my proposals as PDFs and then mail them off to clients. Now I create everything in Better Proposals, which means I can reuse templates super easily, add pages without worrying about formatting, accept payment *as soon as a client clicks accept* right from within the document (game changing), host the proposal on my domain, and get real-time viewing stats so I know if they've actually read it and if so, which parts and for how long. Don't even think about it - just get this tool now. Period.

I've had issues with incompatibility on Chrome because of my other plugins and extensions that I'm running. The easy workaround I found was to just use the service with Firefox, where I have almost no extras in use within the browser.

The CEO called me in the beginning to help me get going the right way... Great personalized staff!!! And any features they didn’t have when I started using it, they’ve added since then.

It only allows the client to e-sign... sometimes we need two signatures or more. I’d like that feature to be added.

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.

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.

Before using Better Proposals, I would simply use Word or email for my proposals. Then I came across this software and it changed things dramatically for me. it did this in two ways.

1) Their proposal software made me look so much more professional the previously. My closing ration prior to this software was at around 50% (pretty good I thought). Through using Better Proposals it has now risen to 80%!! Why? I can only imagine that the client thinks "blimey, this is good... therefore they must be good".
2) However, indirectly it's done something else... it's made me up my game. Because of better tools at my disposal, I'm looking at better quality clients. Whether there's less competition in this field I don't know, but my prices have risen and in turn, I can produce better work because I have more time to spend on each client.

In short, its a tool I would highly recommend.

I've got nothing bad to say about this software. I'm really happy with it.

Wow- moving on up from a basic PDF proposal. This lets you customize​, add images, graphics, etc. There are multi-page​ proposals and they keep improving so it is easier to develop professional proposals quickly. I am able to include all the legal "stuff" to make sure it is all set and signed before I​ work with anyone.

I occasionally end up changing the ​font with a wrong click and then can't get back easily. User error, but I have done it several times... so something is pretty easy to hit accidentally!

I like how straighforward it is. You make the template and then you can just send out a complete and impressive contract/agreement/proposal in minutes. We used to do these by modifying a word doc and this is just so much faster, easier, and more professional.

Nothing. It's all good and we use it all the time.

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.

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

Its great to know that my potential clients are going to get a good idea of how professional we are. The fact that all of my proposals are in one place and can be kept up to date. The other fantastic thing of course is you get feedback as to if your proposal has been read and how many times etc..Gives you a better feel for where you are! Having the facility to take payment has worked wonders for me today as its my first day, I can get deposits straight away and know its a serious interest.

If I were to say what the hardest thing is and most frustrating, its the merge tags and getting them to work properly, once I can get that mastered this product will be perfecto!!!

Better Proposal allows for fairly easy set up of templates and is great if you're sending out large volumes of proposals. It will give advanced data and insights into the potential client interaction with the proposal. I like Better Proposal for its dashboard as well as it tracks your metrics in the dollar value of the proposal.

The text editor is a bit weak and often there are weird bugs with spacing and copy/pasting text from another source. Once you've got a template you like it's easy, but changing things once it's been set is quite annoying. If the text editor improved and broadened in its capabilities, it would be the perfect proposal software.

Beautiful, easy to use, flexible. I've learned that the more I work on my templates, the less time it takes to create a really remarkable proposal with high close rates. It feels great when people tell me how great my proposals are. I don't tell them I can produce a fabulous 8 page proposal in about 40 minutes from my client call notes.

You have to name your text blocks and media files well because there is no preview function.

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.

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

Totally Online, white labeled and Zapier lets me connect this directly with Xero to supply an invoice on proposal acceptance and get paid instantly. Proposal tracking features let me see when they've opened and are busy reading and I can make myself available for questions through chat functionality.

I'd like the option to host on Betterproposals servers with CNAME.

As a web designer, I need my proposals to be just as much a work of art as the sites I create. Better Proposals makes that possible, with a simple backend and stunning output. Plus, the software tracks how long each person spends on each section of the proposal - which is amazing. PLUS, it's incredibly affordable.

I would love to see a few more options for section design. What they have looks great, so I'm not complaining. That said, more is always a good thing. PLUS, I wish I could have multiple pricing charts in one proposal. Big oversight.

I love the ease of use of this platform. I set up a template for each of my services. Then, once I've had an initial phone call with a prospective client, I send the proposal. It details all of the services in a beautiful way and really helps me show, not tell, the value of my services.

The design experience is so easy to use that it lacks some flexibility I wish for. Also, some of the integrations can be harder to setup - It'd be great to have more of the "add-ons" available to the base subscription.

It helps me keep track of all my proposals, what stage they are and most importantly, use previous proposals as templates for the next one. Tracking of opens, read time and proposed and won work is great.

Very few, it does everything I need it to do - Perhaps integration into my bookkeeping software would save even more time, but i recommend it to all my B2B clients.

This software is probably some of the best support I've used in a while.They are constantly improving and adding features. Hands down one of the best software I've used.

I love the fact you can accept payments, even subscription payments. I love the fact you can integrate it into your site so that the proposed link and URL is on your site (White Label). I just love the fact the dev is actually making good on their roadmap of improvements!

Nothing, this software does what it should. I can't complain because the cost is great and the features are even better!

We switched to this tool from sending out slideshows. It’s much better than our Google sheets, that’s for sure! We love the templates and blocks you can create. It’s nice to know when clients are looking or reviewing proposals too!

The biggest con is having to email the proposal. The in-tool email is really limited, I never want to use it, so I use a dummy email and then just copy the link to send to my client.

I love how professional Better Proposals looks, I have received SO many complements on how professional my proposals look from every client that I send one out to.

The only thing that I would say I like least, is when you hit the 'next' button when you are adding in content it takes you to the send proposal screen.