Better Proposals

Create web proposals with engagement tracking, signatures, and client onboarding

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Meet Better Proposals

Better Proposals creates proposals as branded web pages that a recipient can review and sign. Teams can start with templates, import material from Word, and reuse content across documents. Shared editing supports collaboration, while brand settings keep the presentation consistent. Interactive options let recipients choose between proposed services or packages.

Viewing activity shows when a proposal is opened and which sections receive attention, giving the sender context for a follow-up. Live chat supports questions during review, and electronic signatures complete the acceptance step. After signing, a branded onboarding experience can present the next information or actions the customer needs.

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Product details

Status
Launched
Category
Sales & CRM
Listed

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