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Description

Better Proposals makes it easy to create, track, send, and sign business documents in a matter of minutes. It comes with over 200 pre-written templates for proposals, contracts and sign-offs. You can automate your entire sales process using the 40+ integrations.

Description

BrightPropose allows accounting firms to swiftly create professional, branded client proposals and engagement letters in a matter of minutes instead of hours, utilizing intelligent templates and an integrated pricing calculator that eliminates uncertainty and the risk of underpricing. Key features include the ability to fully customize proposals, emails, and engagement letters to align with a firm’s brand identity; rapid development of accounting service templates; precise and reliable pricing through a calculator tailored for varying services; an efficient workflow that imports client information from the firm's practice management software; and secure digital client onboarding with e-signatures, ensuring a smooth transition from proposal acceptance to the start of the project. By using BrightPropose, firms can not only impress their clients with quick proposal delivery but also enhance their profitability, save valuable time, streamline operations, and onboard clients with ease, all while ensuring consistency in branding and service delivery. This innovative solution ultimately empowers firms to focus more on client relationships and less on administrative tasks.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

BrightManager No 
Desktop.com Yes 
HubSpot Customer Platform Yes 
Incredible Yes 
Integrately Yes 
Intercom Yes 
KonnectzIT Yes 
PayPal Yes 
Quickwork Yes 
Salesflare Yes 
Shift Yes 
Stackreaction Yes 
Thryv Yes 
Wufoo Yes 
Zapier Yes 
Zendesk Sell Yes 
Zenkit Base Yes 
Zenkit Projects Yes 
Zenkit To Do Yes 
Zoho CRM Yes 

Integrations

BrightManager Yes 
Desktop.com No 
HubSpot Customer Platform No 
Incredible No 
Integrately No 
Intercom No 
KonnectzIT No 
PayPal No 
Quickwork No 
Salesflare No 
Shift No 
Stackreaction No 
Thryv No 
Wufoo No 
Zapier No 
Zendesk Sell No 
Zenkit Base No 
Zenkit Projects No 
Zenkit To Do No 
Zoho CRM No 

Pricing Details

$19 per month
Free Trial Yes 
Free Version No 

Pricing Details

$796.74 per year
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Better Proposals

Founded

2009

Country

United Kingdom

Website

betterproposals.io

Vendor Details

Company Name

Bright

Founded

2021

Country

Ireland

Website

brightsg.com/brightpropose-accounting-proposal-software/

Product Features

Contract Management

Buy Side (Suppliers) No 
Completion Tracking No 
Compliance Tracking No 
Contract Lifecycle Management No 
Electronic Signature No 
Full Text Search No 
Government Contracts No 
Pre-built Templates No 
Sell Side (Customers) No 
Specialty Contracts No 
Version Control No 
Workflow Management No 

Digital Signature

Audit Trail No 
Authentication No 
Auto Reminders No 
Customizable Templates No 
Document Analytics No 
Mobile Signature No 
Multi-Party Signing No 
Progress Tracking No 
Task Progress Tracking No 

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature Yes 
Knowledge Library Yes 
Pipeline Management Yes 
RFP Management Yes 
Requirements Management No 
Revision Management No 
Task Management No 
Templates Yes 
Version Control No 

Quoting

Automated Quoting No 
Catalog Management No 
Client Portal No 
Contact Management No 
Customer Accounts No 
Customizable Branding No 
Discount Management No 
Forms Creation No 
Pricing Management No 
Product Configurator No 
Proposal Management No 

Product Features

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration No 
Contact Management No 
Content Repository No 
Document Management No 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates No 
Version Control No 

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