Better Proposals
Create winning sales documents in minutes with Better Proposals and Copper CRM.
Better Proposals makes creating beautiful web-based sales documents fast and intuitive.
Used by thousands of dynamic start-ups and established brands, you can quickly and easily build, send and track successful proposals, quotes, contracts and other document types, gain powerful insights with real-time analytics and close deals faster with legally-binding digital signatures.
Create winning documents in minutes
With Better Proposals, you don't need a designer or instruction manual to create beautiful documents. Add your brand and use our simple modular editor, hundreds of easy-to-use templates, royalty-free image libraries and AI-assisted tips to win more deals, more quickly.
Save time with built-in digital signatures
Forget having one system to create your documents and another to get them signed. Better Proposals comes with built-in, legally-binding digital signatures that allow you to automate approvals, reduce document turnaround time and have your clients sign instantly, on any device, anywhere.
Reduce errors with pre-populating fields
Tired of triple-checking documents? With Better Proposals, you can use default or custom-defined ‘merge tags’ to accurately pre-populate important information into your document design, including key contact details pulled directly from Copper CRM.
Learn from experts
Better Proposals is far more than just another piece of software. With data-backed reports on best practice, insightful blog posts, free eBooks from Better Proposals CEO, Adam Hempenstall and a dedicated customer-care team of experts available 24/7 (including world-class designers), you can concentrate on winning business and leave your document success to the experts.
This integration was built by Better Proposals. For questions, support or troubleshooting, contact the Better Proposals team.
Frequently asked questions
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Chat with support.
CRM integration involves connecting other business applications with your CRM platform to feed data to, from or between your tech tools. Copper’s goal with CRM integration is to help you seamlessly sync the business software you use daily to your CRM to give you a complete, accurate snapshot of your business and customers.
Our integrations with Gmail, Google Calendar, Google Contacts and Google Drive are included with all plans. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only. Check the plan availability section in each listing to confirm.
Yes! You can set up integrations on a free trial. During your free trial, you will be using our CRM software on the Business plan to experience the full capabilities of Copper. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only.
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If you work at a B2B software company and you’ve built an integration with Copper, email partners@copper.com to apply to be featured on our integrations marketplace. We’ll get in touch if the integration meets our entry requirements.
It depends on the integration! Check each integration listing page for more detailed instructions. In all cases, you’ll need to be an admin or account owner to set up integrations for your account.
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