RevOps Jobs-to-Be-Done
- Professional proposal creation — Create branded, interactive proposals from templates with embedded pricing tables and e-signature. KPI: Proposal creation time drops from hours to 15 minutes.
- Proposal tracking and follow-up — Get notified when prospects open and spend time on specific sections; follow up at the right moment. KPI: Follow-up relevance improves; close rates increase.
- In-proposal payment collection — Accept payments directly in the proposal after signing using Stripe integration. KPI: Payment collection happens at peak buying intent — immediately after signing.
Key Features
- Proposal templates: Library of customisable templates for any industry or deal type.
- Real-time notifications: Alerts when prospects open, view sections, and sign.
- E-signature: Built-in legally binding electronic signature.
- In-proposal payments: Stripe integration to collect payment immediately after signing.
- CRM integration: HubSpot and Pipedrive connectors for proposal tracking.
How It Fits Your Stack
Primary system of record: HubSpot, Pipedrive
Key integrations: HubSpot, Pipedrive, Stripe, Zapier, Salesforce
Data flows: CRM opportunity → Better Proposals template → sent to prospect → signed → CRM deal updated + payment collected.
Implementation & Ownership
- Time to first value: Hours
- Implementation complexity: Very Low
- Typical owners: Sales, Account Managers, Founders
Pricing & Contracts
- Pricing model: Per-user SaaS
- Indicative range: $19–49/user/month
- Free tier: Yes
Who It's Best For
SMB sales teams and agencies who need professional proposals with e-signature and tracking without full CPQ.
Good fit if:
- Agencies and freelancers sending 10–100 proposals per month
- SMB sales teams wanting to replace Word/PDF proposals
- Teams that want in-proposal payment collection
Probably not ideal if:
- Your deals require complex product configuration (CPQ territory)
- You're an enterprise team with complex approval workflows
Proof & Buyer Signals
Ratings: G2 4.7 / 5 (200+ reviews)
What buyers praise:
- Beautiful proposal design
- Proposal tracking analytics
- Easy setup
Common complaints:
- Limited CRM integration depth
- Advanced customisation limits
Pros
- Beautiful, professional proposals in minutes
- Real-time prospect engagement analytics
- In-proposal payment collection is unique at this price point
Cons
- Not a CPQ tool — no product configuration logic
- CRM integrations less deep than purpose-built CPQ
