Better Proposals is a solid option for quick, template-based proposals. Proposal Expert adds AI scoring, broader CRM support and stronger analytics.
Better Proposals is proposal software for quick, template-based proposals, with a web editor, e-signatures, basic analytics and CRM connections through Zapier. Proposal Expert is a proposal tool with a block editor, AI generation plus AI scoring per section, native CRM writeback to HubSpot, Salesforce and Monday.com, and an interface in 16 languages. This page compares the two tools on templates, AI features, CRM integrations and analytics, so you can decide which one suits the volume of proposals you send and how much you want to steer on data.
Better Proposals is the better choice when you send a small number of proposals per month, mainly want a simple template editor with e-signature and are happy with a Zapier connection to your CRM. Teams that have no need for AI scoring or deep analytics will find Better Proposals sufficient. Anyone who sells only in English and has a familiar way of working does not necessarily need to switch either. Better Proposals is deliberately kept simple and that is a quality: a freelancer or small agency that sends two or three proposals a month and mainly wants them out of the door quickly gains little from writeback to Salesforce or a dashboard with scroll depth. If your current templates work well and your clients sign without fuss, the time a switch takes may be better spent on selling.
Proposal Expert is the better fit when you want to improve proposals based on feedback and data, and when your CRM connection needs to do more than a Zapier flow can handle. The AI scoring rates every section on structure and persuasiveness, and the Data Lab shows scroll depth, time per section and repeat views, so you see where clients drop off. Native writeback to HubSpot, Salesforce and Monday.com replaces separate Zapier flows that need retesting every time a field changes. The interface works in 16 languages and you start on a free plan, with no per-user cost up front. For teams growing from a handful to dozens of proposals a month that matters: you want to know which sections work, which pricing options get chosen and which proposals go quiet after the first view, and adjust right away.
At entry level Better Proposals and Proposal Expert are close, because both target small teams and publish their prices openly. Better Proposals works with paid per-user plans after a trial period, Proposal Expert starts on a free plan and only charges when your team grows. Which tool is cheaper on balance depends on the number of users, the number of proposals and the features you actually use, so always check the current prices on both websites. That both tools publish their prices is no small detail: McKinsey & Company (2022) found that 83% of B2B customers consider transparency more important than brand reputation, and that applies to the tools you buy yourself too. Calculate a full year at the number of colleagues who create or approve proposals, including the cost of Zapier tasks if you need them for your CRM connection.
Proposal Expert offers AI scoring per section, native CRM writeback to HubSpot, Salesforce and Monday.com, Data Lab analytics and an interface in 16 languages, four things Better Proposals does not have in this form. Better Proposals has an AI writer, engagement tracking and basic analytics, but no verdict on the quality of your text and no native CRM integrations. The pricing tables of Proposal Expert also support multiple options and optional line items, so your client can choose. That is more than a convenience: the compromise effect (Simonson, 1989 and Simonson & Tversky, 1992) shows that with three options people systematically lean towards the middle, with on average 17.5% extra market share for the middle option. And because personalisation delivers up to 40% more revenue according to McKinsey (Arora et al., 2021), the AI draft starts from your briefing about the client rather than from a generic template.
Switching from Better Proposals to Proposal Expert is usually an afternoon of work for a small team and runs in four steps: export, rebuild templates, capture your brand and connect your CRM natively. First export your existing proposals from Better Proposals as PDF so your archive is preserved and signed documents remain available. Then rebuild your frequently used templates in the block editor of Proposal Expert and let the AI draft fill in the standard sections, such as the introduction, the approach and the terms. Store your logo, colours and fonts in a brand kit so every proposal is on brand from the start. Next connect your CRM natively from the integrations page, check with a test proposal that status and amounts flow back correctly and only then switch off your old Zapier flows. That way no deals quietly go stale during the transition week.
Beyond generating content, you get section-by-section feedback on structure, persuasiveness and clarity.
HubSpot, Salesforce and Monday.com are available natively (Pipedrive coming soon). That is more robust and faster than Zapier-based flows for high-volume deal sync.
Scroll depth, time per section and repeat views, all in the Data Lab reporting dashboard.
| Feature | Proposal Expert | Better Proposals |
|---|---|---|
| Template library | ✓ | ✓ |
| AI writer | ✓ | ✓ |
| AI scoring | ✓ | – |
| Engagement tracking | ✓ | ✓ |
| Native HubSpot | ✓ | – |
| Native Salesforce | ✓ | – |
| Native Pipedrive | Coming soon | – |
| Data Lab analytics | ✓ | Basic |
| Languages | 16 | More limited |
Businesses that are more serious about CRM workflows and data-driven proposal improvement.