Better Proposals consultants
We can help you automate your business with Better Proposals and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing Better Proposals.
About Better Proposals
Please provide a summary of Better Proposals
Better Proposals FAQs
Frequently Asked Questions
Common questions about how Better Proposals consultants can help with integration and implementation
How can Better Proposals be integrated into our existing systems and workflows?
Is it possible to use AI agents to automate how we interact with Better Proposals?
What are common use cases for integrating Better Proposals in larger digital ecosystems?
Can Better Proposals be part of an end-to-end automated workflow across multiple departments?
What role can AI play when integrating Better Proposals into our operations?
What are the key challenges to watch for when integrating Better Proposals?
How it works
We work hand-in-hand with you to implement Better Proposals
As Better Proposals consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate Better Proposals with integrate and automate 800+ tools.
Step 1
Process Audit
Our consultants conduct a comprehensive review of your existing proposal creation and management processes, analysing current workflows, approval chains, and document templates. We evaluate bottlenecks, identify pain points, and assess how Better Proposals can streamline your sales documentation processes whilst maintaining compliance requirements.
Step 2
Identify Automation Opportunities
Through detailed analysis, we map specific areas where Better Proposals can enhance your proposal workflow. This includes identifying repetitive tasks suitable for automation, opportunities for template standardisation, and potential integration points with your existing CRM and sales tools to create a seamless proposal generation ecosystem.
Step 3
Design Workflows
Our team develops customised workflows that align Better Proposals with your business objectives. We create structured approval processes, design dynamic template frameworks, and establish clear roles and responsibilities. This phase ensures the solution perfectly matches your organisation’s unique proposal management requirements.
Step 4
Implementation
Working closely with your team, we configure Better Proposals to match the designed workflows. This includes setting up custom templates, establishing user permissions, integrating with existing systems, and implementing tracking mechanisms. Our experts ensure a smooth transition with minimal disruption to your operations.
Step 5
Quality Assurance Review
We conduct thorough testing of all implemented features, workflows, and integrations. Our team verifies template functionality, checks automation rules, and validates system performance. We ensure all compliance requirements are met and that the solution delivers the expected efficiency improvements.
Step 6
Support and Maintenance
Post-implementation, we provide ongoing support to ensure optimal system performance. Our team monitors usage patterns, implements updates, and makes continuous improvements based on user feedback. We deliver regular health checks and proactive maintenance to maximise your return on investment.
Transform your business with Better Proposals
Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation Better Proposals consultation.