Better Proposals

Streamline your customer onboarding with forms, booking calendars and custom redirects

Setting up your Onboarding

Create forms inside your account to be used in your Onboarding

Setting up forms

Rob Lucas

Sabrina Barron

Kevin Marcelo

Set up Better Proposals and customise it for your business

Settings

Setting up Products saves you time when building quotes

Setting up your products and pricing advice

Bulk import your products/services into your account

Import or Update Your Product & Services

Products

Use Better Proposals across your entire team

Invite a new user

Editing and deleting users

How to add teams, managers and permissions

Managing Teams

Giving access to certain parts of Better Proposals to certain users

User Permissions

Adam Hempenstall

Users

What notifications do you want to receive?

Notifications from Better Proposals

Notifications

Add your own brand colors to quickly select them in the proposal editor.

Setting up your own Color Palette

Increase the security of your Better Proposals account with 2FA

Setting up Two-Factor Authentification

Changing my password

How to set up your email signature to appear at the bottom of your document emails

Setting up my email signature

My Profile

Recommend Better Proposals and get rewarded

Do you have an affiliate or referral programme?

Finding Account Invoices

Sending limit: Explained

Upgrading and downgrading

Do you offer refunds?

Cancelling your account/subscription

We accept Card and Direct Debit/ACH payments

What payment methods do you accept?

VAT Charges (UK and EU Taxes)

Account and Billing

GDPR

For GDPR purposes, an overview of the sub-processors engaged by Better Proposals

Sub-processors engaged by Better Proposals

Privacy

YouTube: Using Better Proposals

Youtube: Proposal Breakdown Episodes

Proposal University

Find answers and get help from Intercom Support and Community Experts

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