Better Proposals logo

Automate the manual work in Better Proposals

FullSpec maps how Better Proposals fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

Explore ideas

Better Proposals by the numbers

Insights from real process mapping sessions that involve Better Proposals.

No processes mapped yet using Better Proposals. Map a process that uses Better Proposals to see automation data here.

Map a Better Proposals automation

Top 5 Better Proposals friction points when done manually

1

Rebuilding proposals in Better Proposals repeatedly

You recreate the same proposal sections and layouts in Better Proposals from scratch for each client instead of saving templates that carry forward.

78% report this
2

Chasing client signatures outside Better Proposals

After sending a proposal through Better Proposals, you still email clients separately or use other tools to collect their signature because you are not confident in Better Proposals tracking.

68% report this
3

Manually syncing Better Proposals data to accounting

When a client approves a proposal in Better Proposals, you have to manually enter the project details, rates, and terms into your accounting software instead of the data flowing automatically.

59% report this
4

Updating pricing in Better Proposals by hand

Every time your service rates or product costs change, you manually update each proposal template in Better Proposals rather than changing one master rate list.

48% report this
5

Tracking proposal status without Better Proposals alerts

You manually check Better Proposals to see which proposals have been opened or signed instead of receiving automatic notifications when client action happens.

25% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Better Proposals

Browse popular Better Proposals automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.

Tools commonly connected to Better Proposals

Most automations involve more than one tool. These are the ones that show up most often alongside Better Proposals.

Better Proposals Automation questions

Ready to automate your work in Better Proposals?

Tell FullSpec which Better Proposals task eats the most time. We'll help you map it, scope it, and create your free build plan.