Better Proposals integration & automation experts
We can help you automate your business with Better Proposals and hundreds of other systems to improve efficiency and productivity.
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
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
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.
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Tell us what you want Better Proposals to talk to and we’ll map out the build, the cost and the payback.
Transform your business with Better Proposals
Get in touch for a free consultation to see how we can automate your operations with Better Proposals.
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