Better Proposals
FreshDocument creation and delivery platform with embedded analytics, e-signature, and payment collectionSales reps and freelancers sending proposals as static PDFs have no visibility into whether prospects opened them or which sections they read — and closing requires chasing signatures and invoices separately
Interactive web-based proposal builder that lets users create, send, track engagement on, collect e-signatures for, and accept payment on sales proposals via a shareable URL.
Features
Template libraryall plansContent libraryall plansDigital e-signatureall plansInteractive pricing tablesall plansPayment collection (Stripe, PayPal)all plansProposal open and engagement analyticsall plansPost-signature client onboarding flowsall plansCustom domainpaid onlyCRM integrations (Salesforce, HubSpot, Pipedrive, Close)paid onlyZapier integrationpaid onlyREST APIpaid onlyAutomatic proposal expiry datespaid onlyCustom intake formspaid onlyNudge automated follow-uppaid onlyContent lockingenterprise onlySimultaneous collaborative editingenterprise onlyInline commentingenterprise onlyManager approval workflowsenterprise onlyAdvanced role-based permissionsenterprise onlyProject management integrations (Asana, Trello, Wrike)paid onlySlack integrationpaid only