Better Proposals

Proposals that close, start to signature

Deals

For AI agents

APILimited readiness

About

What is Better Proposals

Better Proposals lets you build, send, and track client-facing proposals from a single platform, handling everything from template design to digital signatures and payment collection inside the same document. It's built for account executives and founders at SMBs and mid-market companies who need to move deals forward without stitching together separate tools for docs, e-sign, and invoicing. The standout capability is live chat embedded directly inside proposals — clients can ask questions without leaving the document, which keeps deal momentum in one place. It connects natively to HubSpot, Salesforce, and Pipedrive, and Zapier extends it further into most GTM stacks. Where it falls short is depth: reporting and analytics stay surface-level, so teams that need granular pipeline attribution or advanced forecasting will still need a dedicated CRM or BI layer.

Deals

Capabilities

Key features

E-signature and proposals

send, sign, and close paperwork

Native CRM integration

first-party connectors, no middleware required

Workflow

event-driven triggers, templates library

No-code automation support

works with major iPaaS platforms

Our verdict

Vanderbuild take

For account executives and founders who want a single document that covers proposal, e-sign, and payment without bouncing between tools, Better Proposals is a practical fit in the E-Signature & Proposals category. On the agentic side, the API exists but readiness is limited — you can trigger basic actions programmatically, but don't expect to build a reliable agentic orchestration layer on top of it without hitting friction; MCP status is unconfirmed. Pricing isn't publicly listed, which makes budgeting harder than it should be at the SMB and mid-market level — factor in discovery time before committing. The honest ceiling here is reporting: proposal-level view tracking is useful, but if your team needs deal attribution tied back to revenue or multi-touch analytics, you'll be pulling that data elsewhere.

Mateusz Sekta

Founder, vanderbuild

Learn more

Our Resources

The wedge

Agentic stack profile

API

REST

Programmatic access available.

REST API — straightforward to call from any agent or workflow tool. Rate limits and auth vary by plan.

API docs →

Agentic readiness

Limited

Usable but with caveats — rate limits, brittle endpoints.

API exists but is rate-limited, brittle, undocumented, or hidden behind enterprise plans. Use with caution in production agent workflows.

Stack role

Closer

Where this tool slots into an agentic pipeline.

Plays the role of Closer in an agentic pipeline. Use it to deliver buyer-facing rooms, proposals, and e-signatures.

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