[ Better ... Reviews ](https://www.g2.com/products/better-proposals/reviews) [ Better ... Reviews ](https://www.g2.com/products/better-proposals/reviews) # Better Proposals Features ##### ## Document Creation (6) Customizability: Variables and Fields Define fields to pull in dynamic information. Template Creation and Flexibility Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. Rich Media How well the platform supports images, audio, and video in proposals. Online Document Creation Create adaptive online documents for view via browser or mobile device. PDF Creation Create attractive PDF versions of proposals. Custom Branding Brand proposals and the application's portal with your company's logos and branding. Show More ##### ## Workflow (1) Document Builder Interface Easily search for and add elements to a proposal. Show More ##### ## Analytics (3) Engagement Tracking Track who is looking at proposals and how often or for how long. Proposal Effectiveness Reporting Find out which pieces of content are performing best. Reporting and Dashboards Access pre-built and custom reports and dashboards on proposal volume and acceptance. Show More ##### ## Administration and Platform (12) User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Alerts and Notifications Program in-app and email notifications for approval milestones or actions. CRM Integration Push and pull data from CRM to build proposals and update statuses with clients. E-Signature Integration Couple accepting proposals and signing contracts together in one workflow. API / Integrations Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. Contract/License Management Track, store, and access client contracts or licenses Knowledge Base Management Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Contact Management Manage, organize, and store contact information RFP Management Manage and process incoming documents detailing requests for proposals Workflow Management Create, design and manage workflows for repetitive tasks Document Management Store, manage, and track all electronic documents in a centralized location Task Management Create, manage and track all task activities and progression Show More ##### ## Generative AI (3) AI Text Generation Allows users to generate text based on a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. Proposal Generation Create proposals based on costs of labor and materials Show More ##### ## Analytics & Performance - AI Proposal Generator Tools (1) Proposal Performance Analytics Tracks win rates, response effectiveness, and content usage across submissions Show More ##### ## AI Response Generation - AI Proposal Generator Tools (4) Continuous Learning from Edits Improves future responses by learning from user edits and approved changes Response Personalization & Tone Control Adapts generated responses to match company voice, tone, and specific bid context Contextual Answer Recommendations Recommends relevant answers based on similar past responses and content library matches AI Draft Response Generation Generates first-draft responses using approved organizational content and context Show More ##### ## Collaboration & Workflow - AI Proposal Generator Tools (2) SME Assignment & Task Routing Assigns questions to subject matter experts and routes tasks for completion Review & Approval Workflows Enables multi-stage review, commenting, and approval of proposal responses Show More ##### ## Document Processing & Extraction - AI Proposal Generator Tools (3) Requirement Identification & Tagging Identifies and categorizes requirements, deadlines, and response types within documents Multi-Format Document Ingestion Supports ingestion of PDFs, Word files, spreadsheets, and web-based forms for processing RFP & Questionnaire Parsing Extracts structure, questions, and requirements from uploaded RFPs, RFIs, and questionnaires Show More ##### ## Content Management - AI Proposal Generator Tools (3) Governed Content Library Stores and manages approved answers, documents, and knowledge assets for reuse Content Versioning & Approval Controls Tracks content changes and enforces approval workflows for updates Duplicate Detection & Content Optimization Identifies redundant or outdated content and suggests consolidation or improvements Show More ##### ## Additional Functionality (18) Templates Sample files or documents that could be customized as needed or used as is Collaboration Tools Provides a channel for team members to share media files, communicate, and work together AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Automatic Formatting Automatically formats data in a predetermined way Client Portal Private online space that lets businesses securely share documents and provide information access to clients Access Controls/Permissions Define levels of authorization for access to specific files or systems Quotes/Estimates Generate quotes or estimates for customers Customizable Reports Alter the layout and content of reports Content Library Centralized repository to store content and assets Data Import/Export Import and export data to and from software applications Document Review Review and analyze existing information across documents Document Automation Automated or logic-based workflows that assist in the creation of electronic documents Reminders Timed notification for any upcoming task, deadline, appointment, or activity Audit Trail A record of all activities within the system, including user access, changes made, etc. Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Approval Process Control Manage the process of evaluating documents or requests submitted for approval Version Control Track revisions and updates made to files and navigate between different versions Show More ## Top-Rated Alternatives [ ![PandaDoc](https://images.g2crowd.com/uploads/product/hd_favicon/97320b34486db82a48d7af098a34228d/pandadoc.svg "PandaDoc") PandaDoc 4.7/5(3,619) ](https://www.g2.com/products/pandadoc/reviews) [ ![Proposify](https://images.g2crowd.com/uploads/product/hd_favicon/c9c4f4613d98269846967bdb81d04f85/proposify.svg "Proposify") Proposify 4.6/5(1,143) ](https://www.g2.com/products/proposify/reviews) [ ![Qwilr](https://images.g2crowd.com/uploads/product/hd_favicon/d006c87add0987c5a3a22be14a81bd79/qwilr.svg "Qwilr") Qwilr 4.6/5(914) ](https://www.g2.com/products/qwilr/reviews) [ View All Alternatives ](https://www.g2.com/products/better-proposals/competitors/alternatives) Better Proposals Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3a949371c12a6bd313fd178254aa646e/proposify.png "Product Avatar Image") Proposify 4.6/5(1,143) [ Compare Now ](https://www.g2.com/compare/better-proposals-vs-proposify) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c9c02185b2606c5e58ac5c37522d55fe/pandadoc.png "Product Avatar Image") PandaDoc 4.7/5(3,619) [ Compare Now ](https://www.g2.com/compare/better-proposals-vs-pandadoc) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2f5833ae3e3fa56504b149eb75f00981/qwilr.png "Product Avatar Image") Qwilr 4.6/5(914) [ Compare Now ](https://www.g2.com/compare/better-proposals-vs-qwilr) ##### Categories on G2 [ Proposal ](https://www.g2.com/categories/proposal)[ AI Proposal Generator Tools ](https://www.g2.com/categories/ai-proposal-generator-tools) ##### Explore More [ Crossbeam vs PartnerStack for early-stage channel: which one gives a partnerships team more to work with before the partner programme is fully built out? ](https://www.g2.com/discussions/crossbeam-vs-partnerstack-for-early-stage-channel-which-one-gives-a-partnerships-team-more-to-work-with-before-the-partner-programme-is-fully-built-out)[ What is the most affordable remote desktop software for SMBs? ](https://www.g2.com/discussions/what-is-the-most-affordable-remote-desktop-software-for-smbs)[ Which salary benchmarking tools are trusted by HR professionals and compensation managers for making pay decisions they can actually defend to leadership? ](https://www.g2.com/discussions/which-salary-benchmarking-tools-are-trusted-by-hr-professionals-and-compensation-managers-for-making-pay-decisions-they-can-actually-defend-to-leadership) [ Which release notes management solutions handle version control without requiring extensive training or setup? ](https://www.g2.com/discussions/which-release-notes-management-solutions-handle-version-control-without-requiring-extensive-training-or-setup%20)[ What's the best owned media software for a small business that mainly does blogging and email? ](https://www.g2.com/discussions/what-s-the-best-owned-media-software-for-a-small-business-that-mainly-does-blogging-and-email)[ Pros and Cons Details ](https://www.g2.com/products/better-proposals/reviews?qs=pros-and-cons) Show More [ Crossbeam vs PartnerStack for early-stage channel: which one gives a partnerships team more to work with before the partner programme is fully built out? ](https://www.g2.com/discussions/crossbeam-vs-partnerstack-for-early-stage-channel-which-one-gives-a-partnerships-team-more-to-work-with-before-the-partner-programme-is-fully-built-out)[ What is the most affordable remote desktop software for SMBs? ](https://www.g2.com/discussions/what-is-the-most-affordable-remote-desktop-software-for-smbs)[ Which salary benchmarking tools are trusted by HR professionals and compensation managers for making pay decisions they can actually defend to leadership? ](https://www.g2.com/discussions/which-salary-benchmarking-tools-are-trusted-by-hr-professionals-and-compensation-managers-for-making-pay-decisions-they-can-actually-defend-to-leadership) [ Which release notes management solutions handle version control without requiring extensive training or setup? ](https://www.g2.com/discussions/which-release-notes-management-solutions-handle-version-control-without-requiring-extensive-training-or-setup%20)[ What's the best owned media software for a small business that mainly does blogging and email? ](https://www.g2.com/discussions/what-s-the-best-owned-media-software-for-a-small-business-that-mainly-does-blogging-and-email)[ Pros and Cons Details ](https://www.g2.com/products/better-proposals/reviews?qs=pros-and-cons)