SWITCH FROM BETTER PROPOSALS
Better Proposals to Calisto Proposals
Proposals builds a designed proposal and its quote on one record, sends it by email, text or link, shows each page the client reads, and takes the client’s choice, signature and payment on their own page, with Sign and Payments.
Funktion for funktion
Calisto Proposals ved siden af Better Proposals
- 12 I begge
- 8 Kun i Better Proposals
| 20 funktioner | Calisto Proposals | Better Proposals |
|---|---|---|
| Building | ||
| Proposal TemplatesCalisto: Calisto templates by industry and the account’s own, each a Design worn in a Theme, started with Use This Template.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Content LibraryCalisto: pages and sections saved to the Library and inserted into any proposal.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Brand SettingsCalisto: the account’s brand and Themes dress every page, and each proposal can adjust its own look.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| The Quote | ||
| Interactive Pricing TablesCalisto: optional lines and option tiers the client chooses, with totals and tax updating as they go.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Tracking | ||
| Section Reading AnalyticsCalisto: every open and the time spent on each page, read on the proposal’s own page.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Open NotificationsCalisto: notices when the client opens, comments, picks an option, signs, pays, declines or counters.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Signing | ||
| Countersigning and Signing OrderCalisto: signed in place on the client’s page, with signers, a countersignature and a signing order, with Sign.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Payment | ||
| Payment at SigningCalisto: a deposit, the full amount or a schedule of instalments paid through the business’s own gateway, with Payments.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Follow-Up | ||
| Follow-Up CampaignsCalisto: follow-up cadences that run on their own and stop the moment the client accepts or declines.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Reporting | ||
| Team Performance ReportsCalisto: win rate, time to close, loss reasons and revenue by owner, period and template, with saved views.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| After Acceptance | ||
| Kick-Off Call BookingCalisto: the client books a consultation from the proposal through the Schedule Engine.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Sending | ||
| Documents in Many LanguagesCalisto: the client’s page and its PDF print their own words in the reader’s language, in any script.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Gaps | ||
| Video in the ProposalVideo as a background or in the body of the proposal.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
| Edit Live After SendingChanges to a sent proposal appear on the same link without resending. Calisto sends a change as a new version.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
| Onboarding Forms After SigningForms that collect the client’s details as a step after they sign.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
| Custom DomainProposals sent from the business’s own domain.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
| Word Document ImporterExisting Word documents imported as proposals.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
| Pre-Send Document CheckerSuggested changes before sending, based on what helped proposals in the same industry get signed.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
| Outside CRM IntegrationsIntegrations with outside CRMs such as HubSpot, Salesforce, Pipedrive and Zoho.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
| Public APIA public API for proposals, templates, quotes, companies and settings.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
Hvad der bevæger sig
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Fra en eksportfil
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Klienter
Moving from Better Proposals
Questions about switching
Can the client sign and pay on the proposal itself?
Yes. The client accepts, signs in place with Sign, and pays a deposit or the full amount through the business’s own gateway in Payments, all on one page.
Can a client choose between options?
Yes. Option tiers, optional lines and quantities within the bounds you set are chosen by the client, and what they chose becomes the quote’s lines when they accept.
What happens after the client accepts?
The deal moves in Deals, and the business’s own rules in Automations can raise the invoice in Ledger, open the order in Orderflow or create a task.
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