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Better Proposals
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Better Proposals Features

What are the features of Better Proposals?

Document Creation

  • Customizability: Variables and Fields
  • Template Creation and Flexibility
  • Rich Media
  • Online Document Creation
  • PDF Creation
  • Custom Branding

Workflow

  • Document Builder Interface

Analytics

  • Engagement Tracking
  • Proposal Effectiveness Reporting
  • Reporting and Dashboards

Administration and Platform

  • User, Role, and Access Management
  • Alerts and Notifications
  • CRM Integration
  • E-Signature Integration
  • API / Integrations

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Better Proposals Categories on G2

Filter for Features

Document Creation

Customizability: Variables and Fields

Based on 32 Better Proposals reviews and verified by the G2 Product R&D team. Define fields to pull in dynamic information.
77%
(Based on 32 reviews)

Template Creation and Flexibility

Based on 33 Better Proposals reviews and verified by the G2 Product R&D team. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
80%
(Based on 33 reviews)

Rich Media

Based on 29 Better Proposals reviews and verified by the G2 Product R&D team. How well the platform supports images, audio, and video in proposals.
79%
(Based on 29 reviews)

Online Document Creation

Based on 31 Better Proposals reviews and verified by the G2 Product R&D team. Create adaptive online documents for view via browser or mobile device.
85%
(Based on 31 reviews)

PDF Creation

Based on 28 Better Proposals reviews and verified by the G2 Product R&D team. Create attractive PDF versions of proposals.
73%
(Based on 28 reviews)

Custom Branding

Based on 32 Better Proposals reviews and verified by the G2 Product R&D team. Brand proposals and the application's portal with your company's logos and branding.
84%
(Based on 32 reviews)

Workflow

Document Builder InterfaceView full feature definition

See feature definition
Based on 31 Better Proposals reviews and verified by the G2 Product R&D team. Easily search for and add elements to a proposal.
77%
(Based on 31 reviews)

Analytics

Engagement Tracking

Based on 32 Better Proposals reviews and verified by the G2 Product R&D team. Track who is looking at proposals and how often or for how long.
89%
(Based on 32 reviews)

Proposal Effectiveness Reporting

Based on 32 Better Proposals reviews and verified by the G2 Product R&D team. Find out which pieces of content are performing best.
87%
(Based on 32 reviews)

Reporting and Dashboards

Based on 32 Better Proposals reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards on proposal volume and acceptance.
85%
(Based on 32 reviews)

Administration and Platform

User, Role, and Access Management

Based on 25 Better Proposals reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
85%
(Based on 25 reviews)

Alerts and Notifications

Based on 32 Better Proposals reviews and verified by the G2 Product R&D team. Program in-app and email notifications for approval milestones or actions.
91%
(Based on 32 reviews)

CRM Integration

Based on 19 Better Proposals reviews and verified by the G2 Product R&D team. Push and pull data from CRM to build proposals and update statuses with clients.
72%
(Based on 19 reviews)

E-Signature Integration

Based on 29 Better Proposals reviews and verified by the G2 Product R&D team. Couple accepting proposals and signing contracts together in one workflow.
86%
(Based on 29 reviews)

API / Integrations

Based on 18 Better Proposals reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
71%
(Based on 18 reviews)

Generative AI

AI Text Generation

Allows users to generate text based on a text prompt.

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