Better Proposals

Start from a template or a blank document, add pages and content blocks, and pull standard terms or case studies from the Content Library. A small sample proposal can show whether the template and reusable content model fits the way your team writes.

Add a pricing block with products or services. The vendor says totals update when items change, including tax when configured; the table can express quantities, discounts, recurring prices and add-ons. Check a complicated quote with your own sample numbers before sending it to a customer.

Currency and tax can be set for a particular document. Confirm that optional products, payment timing, tax rounding and the final amount display the way a recipient will understand, especially if a quote has both one-time and recurring charges.

A sender enters recipient details and can select which recipients are required to sign when a signature block is present. The built-in signature flow is convenient, but confirm your approval, identity and record-retention requirements for the agreements you issue.

After sending, document tracking can report receipt, opening, reading, downloading, forwarding and signing events. Use those signals for timely follow-up, while treating a tracked view as activity information rather than proof that a prospect agrees with the quote.

Where manager approval is configured, a sender requests approval before sending. A denial returns feedback for revision and resubmission. Test who can edit, approve and send under your actual roles; this control appears in the viewed Enterprise plan.

Payment can be enabled after a connected processor is configured. Better Proposals lists Stripe, GoCardless and PayPal; the sender can choose an amount due after signing. Confirm processor availability, fees, deposit timing and what happens if signing succeeds but payment does not.