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Better Proposals form and survey automation

Better Proposals is a proposal management platform that helps sales teams create, send, and track business proposals.

CRM & SalesForms & SurveysProductivity & Collaboration
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What we connect Better Proposals toWe integrate and automate Better Proposals alongside Dropcontact, Unisender, HubSpot, Passslot, Humantic AI, CleverReach and hundreds of other systems.osher.com.auBetter Proposalsintegrated & automatedDropcontactUnisenderHubSpotPassslotHumantic AICleverReach
Better Proposals

What you can automate with Better Proposals

Better Proposals is a proposal management platform that helps sales teams create, send, and track business proposals. It replaces the manual process of building proposals in Word or Google Docs with a web-based editor, pre-built templates, digital signatures, and real-time tracking that shows when a prospect opens, reads, and signs a proposal. The problem Better Proposals solves is the friction in the proposal stage of the sales cycle. Sales teams spend hours formatting documents, chasing signatures, and guessing whether a prospect has even looked at their proposal. Better Proposals streamlines this by providing branded templates, embedded payment collection, and analytics that show exactly which sections a prospect spent time on and when they viewed the document. At Osher, we integrate Better Proposals into broader sales workflows as part of our sales automation services. Common projects include connecting Better Proposals with CRM systems (HubSpot, Salesforce, Pipedrive) so that proposals are generated from deal data and proposal outcomes automatically update deal stages. We also build automated follow-up sequences triggered by proposal engagement signals through our business automation practice, such as sending a follow-up email when a proposal has been viewed but not signed within a set timeframe.

Better Proposals FAQs

Frequently Asked Questions

Common questions about how Better Proposals consultants can help with integration and implementation

A PDF is a static document with no tracking. Better Proposals creates web-based proposals that show you when the recipient opens it, how long they spend on each section, and whether they've forwarded it to colleagues. It also supports digital signatures and embedded payment collection, so a prospect can sign and pay without leaving the proposal. You get real-time visibility into proposal engagement rather than sending a file into a black hole.

Yes. Better Proposals has native integrations with major CRMs including HubSpot, Salesforce, and Pipedrive. These integrations allow proposals to be generated from deal data, and proposal outcomes (viewed, signed, declined) automatically update the deal stage in your CRM. We can also build custom integrations for CRMs that aren't natively supported, using Better Proposals' API and webhook events.

Yes, and this is where Better Proposals becomes significantly more powerful when integrated with automation tools. We build workflows that trigger follow-up actions based on proposal engagement: for example, sending a personalised email if a proposal was opened but not signed within three days, notifying the sales rep if a proposal is forwarded to a new recipient, or escalating to a manager if a high-value proposal goes unopened for a week.

Yes. Better Proposals includes built-in digital signature functionality. Recipients can sign directly within the proposal without needing a separate e-signature tool. The signed proposal is stored and accessible from your Better Proposals account. For organisations that require legally binding e-signatures with specific compliance standards, Better Proposals integrates with dedicated e-signature platforms as well.

Better Proposals supports embedded payment collection through integrations with Stripe and GoCardless. You can add a payment step directly in the proposal, so once a client signs, they can immediately pay a deposit or the full amount without being redirected elsewhere. This removes friction from the quote-to-cash process and reduces the time between agreement and payment.

Better Proposals provides a library of pre-designed templates organised by industry and use case. You can also create custom templates that match your brand, including logos, colours, fonts, and standard content sections. Templates support dynamic content blocks that pull in deal-specific information (client name, project scope, pricing) so that creating a new proposal takes minutes rather than hours. We help clients set up template libraries aligned to their service offerings.

How it works

Implementing Better Proposals

Step 1

Process Audit

We review your current proposal workflow: how proposals are created, what tools are used, how long the process takes, how proposals are tracked, and how proposal outcomes feed back into your sales pipeline. We identify bottlenecks like manual formatting, lack of tracking visibility, and disconnected handoffs between proposal and contract stages.

Step 2

Identify Automation Opportunities

Based on the audit, we identify where Better Proposals can eliminate manual work and improve close rates. Typical opportunities include auto-generating proposals from CRM deal data, setting up engagement-based follow-up sequences, automating the handoff from signed proposal to onboarding or project kickoff, and centralising proposal analytics for sales management reporting.

Step 3

Design Workflows

We design the integration between Better Proposals and your sales stack. This covers CRM data mapping (which deal fields populate which proposal sections), webhook event handling (proposal viewed, signed, declined), follow-up automation rules, and payment collection flows. We also design the template library structure based on your service offerings and common proposal types.

Step 4

Implementation

We configure Better Proposals with your branding, build your template library, set up CRM integrations, and deploy automation workflows for proposal tracking and follow-ups. Payment integration is configured with Stripe or GoCardless as needed. User accounts, permissions, and approval workflows are set up for your sales team.

Step 5

Quality Assurance Review

We test the full proposal lifecycle: creating a proposal from CRM data, sending it, tracking opens and engagement, processing a digital signature, collecting payment, and updating the CRM deal stage. We verify that all automation triggers fire correctly, templates render properly across devices, and payment flows complete without errors.

Step 6

Support and Maintenance

After launch, we monitor integration health, update templates as your offerings change, and refine follow-up automation rules based on actual proposal engagement data. We also review proposal analytics periodically to identify patterns, such as which sections prospects spend the most time on or where proposals tend to stall, and recommend adjustments to improve close rates.

Works well with Better Proposals

Other tools we connect and automate alongside Better Proposals.

DropcontactUnisenderHubSpotPassslotHumantic AICleverReach

Better Proposals work usually lands in system integrations, AI agent development or n8n consulting.

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Ready to automate Better Proposals?

Tell us what you want Better Proposals to talk to and we’ll map out the build, the cost and the payback.

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