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
Often Compared With
- PandaDoc — PandaDoc is more feature-rich with stronger CPQ elements; Better Proposals is simpler and more affordable.
- Proposify — Proposify targets agencies; Better Proposals is more general-purpose with stronger payment integration.
Frequently Asked Questions
What is Better Proposals used for?
Primary system of record: HubSpot, Pipedrive
How much does Better Proposals cost?
Better Proposals pricing: $19–49/user/month A free tier is available.
What does Better Proposals integrate with?
Better Proposals integrates with HubSpot, Pipedrive, Stripe.
Who is Better Proposals best for?
SMB sales teams and agencies who need professional proposals with e-signature and tracking without full CPQ.
What are the best Better Proposals alternatives?
The tools most often compared with Better Proposals are PandaDoc, Proposify.
