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Better Proposals from Better Proposals
Beautifully designed templates, analytics to track client engagement, easy eSigning capabilities, and integration with payment gateways and CRM systems.
Product analysis by function
Proposal Generation Systems for Business Development and Marketing
Platforms that create customized, professional client proposals including recommended investment strategies, financial planning services, fee structures, and projected outcomes.
More Proposal Generation Systems
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User Interface & Experience
(5 Yes /6 Known /11 Possible features)
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Intuitive Dashboard Central hub that summarizes proposal statuses and quick actions. |
Marketing claims include a central dashboard for tracking proposal statuses and quick actions. | |
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Mobile Accessibility Capability to use the system via mobile devices (app or responsive web). |
Better Proposals promotes mobile-friendly proposal access in sales collateral and demos. | |
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Customizable Templates Range of editable proposal templates for diverse client needs. |
Product offers various pre-designed templates that can be customized for client needs. | |
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Drag-and-Drop Editor Visual editor allowing drag-and-drop component placement. |
The editor allows drag-and-drop arrangement of sections (see help documentation and video tours). | |
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Multi-language Support Ability to present content and interface in multiple languages. |
No information available | |
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Accessibility Compliance Compliance with accessibility standards (e.g., WCAG 2.1). |
No information available | |
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Personalization Options Ability to tailor interface and branding for specific firms or advisors. |
Proposal templates can be branded and tailored to match advisor or firm identity. | |
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Response Time Average time to load and interact with proposal editor. |
No information available | |
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Guided Workflows Step-by-step walkthroughs to reduce user error. |
No information available | |
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User Profiles & Roles Role-based access and personalized dashboards. |
No information available | |
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Dark Mode Support Option to switch to dark mode for visual comfort. |
Not as far as we are aware.* No mention of dark mode support in any official documentation or user guides. |
Integration Capabilities
(3 Yes /4 Known /10 Possible features)
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CRM Integration Seamless import/export of client data from major CRMs. |
Integration with several popular CRMs highlighted on integrations page and documentation. | |
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Document Management Integration Ability to integrate with document storage systems like SharePoint or Dropbox. |
No information available | |
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API Availability System provides APIs for custom integrations and process automation. |
API documentation and references available for custom process automations. | |
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Financial Planning Tools Integration Integration with financial planning and portfolio modeling tools. |
No information available | |
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e-Signature Integration Support for digital signatures with platforms like DocuSign or Adobe Sign. |
Supports digital signatures, including integration with DocuSign and native eSign (mentioned explicitly in product notes). | |
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Email Platform Integration Sync with email clients for sending and tracking proposals. |
No information available | |
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Calendar Sync Integration with calendar systems for scheduling proposal follow-ups. |
No information available | |
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Single Sign-On (SSO) Support for SSO via enterprise authentication systems. |
Not as far as we are aware.* SSO capability not referenced in available integration or pricing/feature documentation. | |
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Bank Data Connectivity Secure connections to client or advisor bank data sources. |
No information available | |
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Number of Supported Integrations Count of third-party integrations supported out-of-the-box. |
No information available |
Proposal Customization & Content Management
(6 Yes /7 Known /11 Possible features)
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Dynamic Content Blocks Ability to insert live data, charts, or tables that auto-update. |
Product supports embedded charts, tables, and images that update automatically when changed. | |
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Conditional Logic Show/hide or customize content based on client profile or responses. |
Not as far as we are aware.* No evidence of conditional logic such as 'show/hide sections based on recipient input.' | |
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Content Library Central library for reusable text, disclaimers, images, and legal clauses. |
Content library exists for images, snippets, and legal/disclaimer copy (noted in tutorials and UI screenshots). | |
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Version Control Track changes, roll back, and view past versions of proposals. |
No information available | |
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Automatic Data Merge Auto-populate proposals with client-specific data from CRM. |
CRM merge fields and data tags auto-populate proposals for each recipient (key differentiator in features page). | |
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Content Approval Workflow Multi-level review and approval process for proposal drafts. |
No information available | |
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Brand Compliance Tools Automated checks to ensure proposals adhere to firm branding. |
System checks proposals for correct branding/logos automatically (referenced on branding/white-label features page). | |
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Media Embedding Support for embedded videos, PDFs, or external media. |
Ability to embed images, video, and interactive widgets described and demonstrated in product marketing. | |
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Multi-currency Support Display financial data in client-preferred currencies. |
No information available | |
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Number of Templates Provided Count of ready-to-use templates included. |
No information available | |
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Bulk Proposal Generation Generate multiple proposals simultaneously for marketing campaigns. |
Marketing and reviews emerge that it can send multiple proposals in batch for marketing campaigns. |
Collaboration & Communication
(2 Yes /2 Known /10 Possible features)
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Internal Comments Ability for team members to leave internal notes and discuss specific sections. |
Internal comments and discussion capability available for collaborating with team on each proposal. | |
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Task Assignment Assign sections or responsibilities to different team members. |
No information available | |
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Real-time Coauthoring Multiple users can simultaneously edit a proposal document. |
No information available | |
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Client Collaboration Portal Dedicated area for clients to review, comment, and request changes. |
No information available | |
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Integrated Messaging Built-in chat or messaging for swift communications. |
No information available | |
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Change Notifications Notify users of updates, comments, or required actions. |
Users are notified of comments, changes, or required actions; referenced in user guides. | |
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Comment Resolution Tracking System tracks and displays resolved/unresolved comments. |
No information available | |
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Collaboration Permissions Granular control over who can view/edit/comment/review proposals. |
No information available | |
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Shared Analytics Dashboard Collaborative access to metrics related to proposals’ performance. |
No information available | |
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Maximum Simultaneous Editors The highest number of users who can co-author simultaneously. |
No information available |
Compliance & Security
(4 Yes /4 Known /11 Possible features)
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Regulatory Compliance Tools Built-in features for financial compliance (SEC, FINRA, GDPR, etc.). |
Compliance tools referenced for GDPR/data privacy and digital signatures; most compliance is basic as per sales docs. | |
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Audit Logs Comprehensive logging of who did what and when for each proposal. |
No information available | |
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Document Encryption End-to-end encryption for all stored and transmitted proposal documents. |
Security page notes ransom-level document encryption for stored proposal docs and transmissions. | |
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Role-Based Security Security enforced depending on user function and access level. |
Role-based permissions and access outlined in user management/permissions documentation. | |
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Data Residency Controls Configure where proposal data is physically stored. |
No information available | |
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Multi-factor Authentication Require two or more authentication methods for access. |
No information available | |
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Third-party Penetration Testing System is tested against vulnerabilities by external security experts. |
No information available | |
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Retention Policy Management Set automatic proposal retention/deletion policies. |
No information available | |
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Redaction Tools Ability to redact sensitive information from proposals before sharing. |
No information available | |
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Time to Detect Unusual Activity Average latency in flagging suspicious actions. |
No information available | |
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Automated Compliance Checks System automatically flags compliance risks or incomplete information. |
Product highlights that proposals are automatically checked for missing required information like signatures and dates. |
Analytics & Reporting
(7 Yes /7 Known /11 Possible features)
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Proposal Tracking Track report on status (sent, opened, signed, declined). |
Users can track proposal opens, signatures, and status changes through analytics dashboard. | |
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Conversion Rate Analytics Monitor proposal acceptance ratios over time. |
Conversion rate tracking is a prominent part of the built-in analytics tools. | |
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Time to Close Track and analyze proposal turnaround time. |
No information available | |
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Engagement Analytics Track which sections clients spend time reviewing. |
Analytics dashboard shows where clients spent the most time and which sections are viewed. | |
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Custom Report Builder User-defined reports based on custom fields or filters. |
No information available | |
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Export to Excel/CSV Export analytics and proposal data for offline analysis. |
Download and export features allow exporting to Excel and CSV. | |
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Real-time Data Updates Analytics are up-to-date with the latest activity. |
Proposal activity/analytics dashboard is continuously updated in real-time. | |
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KPI Dashboards Visual dashboards tracking key proposal and team KPIs. |
KPI dashboards are described in analytics feature summaries. | |
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Customizable Notifications Set notification triggers for proposal milestones or deadlines. |
No information available | |
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Number of Built-in Reports Count of pre-defined, ready to use analytics reports. |
No information available | |
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Proposal Pipeline Visualization Graphical representation of proposal progress through sales stages. |
Pipeline visualization is shown in marketing screenshots as an integrated sales/proposal funnel. |
Automation & Workflow
(5 Yes /5 Known /10 Possible features)
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Automated Proposal Assembly Proposal content is automatically populated based on client or opportunity profile. |
Proposals can be automatically assembled/populated with details from client and opportunity records. | |
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Workflow Automation Automate actions, approvals, and notifications at specific workflow stages. |
Simple workflow automations for sending reminders/advancing proposals described in help center. | |
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Automated Reminders Automatic reminders for tasks, deadlines, or outstanding approvals. |
Automatic email reminders available for unsigned proposals and other tasks. | |
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Template Selection Rules System recommends templates based on opportunity details. |
No information available | |
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Automatic Data Validation System checks entries for completeness/correctness before advancing workflow. |
No information available | |
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Bulk Actions Update, send, or archive multiple proposals at once. |
Bulk actions to send/archive proposals available based on menu options and workflow guides. | |
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Approval Workflow Stages Number of sequential reviews/approvals a proposal can require. |
No information available | |
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Assignment Automation Proposals automatically assigned to team members based on rules. |
No information available | |
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Automated Scheduling Schedule proposal sending or follow-ups automatically. |
Follow-up scheduling/automatic sending functionality described both in videos and documentation. | |
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Integration with Robotic Process Automation (RPA) Supports integration with enterprise RPA systems for advanced automation. |
No information available |
Client Experience
(7 Yes /7 Known /10 Possible features)
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Digital Signature Clients can review and sign documents online securely. |
eSigning is a marquee feature, with native and third-party support. | |
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Interactive Proposal Viewer Clients can interact with proposal sections, e.g., exploring what-if scenarios. |
Interactive proposal viewers enable clients to explore options and scenarios (see online demos and examples). | |
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Proposal Co-browsing Advisor and client can jointly view and discuss the proposal in real time. |
No information available | |
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Client Feedback Capture Clients can leave feedback or questions directly inside the platform. |
No information available | |
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Mobile-friendly Client Portal Clients can easily access and review proposals via mobile. |
Client portal is responsive and optimized for mobile, as demonstrated in mobile-friendly website and app descriptions. | |
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Multi-factor Access for Clients Clients authenticate using secure multi-factor methods. |
No information available | |
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Track Document Views System records when and how clients viewed the proposal. |
Detailed analytics track if/when the client has viewed the proposal document. | |
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Branded Experience Firm’s logos and color schemes appear throughout the client journey. |
Branding, including firm logos and color schemes, is emphasized across the client journey. | |
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Automated Welcome/Thank You Messages Automatic personalized communications at key milestones. |
Product automates sending of welcome and thank you emails and messages at key milestones. | |
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Client Access Expiry Controls Set expiration dates for client access to sensitive proposals. |
Proposal access can be time-limited for clients via expiry settings (see security/access controls in help docs). |
Scalability & Performance
(0 Yes /0 Known /10 Possible features)
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Maximum Concurrent Active Users How many users can work simultaneously with strong performance. |
No information available | |
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Proposal Generation Throughput Number of proposals that can be generated per hour. |
No information available | |
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System Uptime SLA Guaranteed uptime commitment from the vendor. |
No information available | |
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Geographic Data Center Distribution System is backed by multi-region or global data centers for speed and redundancy. |
No information available | |
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Elastic Resource Scaling Automatically scales infrastructure resources with demand. |
No information available | |
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Max Proposal Document Size Supported Maximum file size (including embedded media) supported for a single proposal. |
No information available | |
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Bulk User Onboarding System can onboard hundreds or thousands of new users programmatically. |
No information available | |
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Performance Monitoring Tools In-built tools for system performance visibility. |
No information available | |
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Disaster Recovery RTO Maximum recovery time objective in case of a critical failure. |
No information available | |
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Concurrent Proposal Edits Supported Number of proposals that can be edited concurrently without degradation. |
No information available |
Support & Onboarding
(5 Yes /6 Known /10 Possible features)
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24/7 Support Availability Technical support is reachable any time, globally. |
Support team is available 24x7, according to website support info. | |
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Multi-channel Support Support can be reached via phone, email, chat, or ticket system. |
Support can be reached by chat, email, and online ticketing, as per user help center. | |
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Dedicated Account Manager Each client has an assigned account representative. |
Not as far as we are aware.* No evidence from documentation or pricing tiers of dedicated account manager as default. | |
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Training Materials Provided Comprehensive videos, walkthroughs, and documentation. |
Extensive onboarding, tutorial videos, and step-by-step documentation available. | |
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Custom Onboarding Plans Tailored adoption and migration plans for large clients. |
No information available | |
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Onboarding Time Typical duration to onboard a standard advisory team. |
No information available | |
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User Community/Forum Access Access to an online community for sharing best practices. |
No information available | |
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Knowledge Base Extensive searchable help articles and FAQs. |
Searchable knowledge base and FAQ present and accessible from support menu. | |
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Live Training Sessions Regular instructor-led group or private onboarding sessions. |
Live periodic webinars and instructor-led onboarding sessions are offered. | |
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Average Support Response Time Vendor’s typical first-response time for support tickets. |
No information available |
Cost & Licensing Model
(6 Yes /6 Known /10 Possible features)
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Transparent Pricing All costs, optional add-ons, and overage charges are clearly disclosed. |
Transparent pricing is highlighted, with all costs and upgrades listed publicly on the pricing page. | |
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Flexible Licensing (per user, per proposal, enterprise) Choice of pricing schemes to match organization size and need. |
Offers per-user, pay-as-you-go, and enterprise pricing models. | |
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No Long-term Contract Required Option for monthly, cancel-anytime plans. |
Monthly, cancel-anytime plans available, as seen on sign-up and terms pages. | |
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Scalable Pricing Cost increases only as usage or user count rises. |
Pricing scales as user count increases, as indicated in their pricing tier grid. | |
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Free Trial Availability Trial period offered with full or partial features. |
14-day free trial offered, as stated on site and sign-up flow. | |
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Included Support Levels How many support/escalation tiers are included in base price. |
No information available | |
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Bulk Discounting/Volume Pricing Discounts available at higher usage or user thresholds. |
No information available | |
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Cost per User/Month Specific minimum price for a single advisor or user. |
No information available | |
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Cost per Proposal Generated Variable or overage fee per generated proposal, if charged. |
No information available | |
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Free Feature Upgrades New features rolled out without added cost. |
Platform offers feature upgrades to all active plans at no extra charge as stated on update policy. |
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