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.
Feature by feature
Calisto Proposals beside Better Proposals
- 12 In both
- 8 Only in Better Proposals
| 20 features | 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.Checked 28. okt. 2026Source | Yes | Yes |
| Content LibraryCalisto: pages and sections saved to the Library and inserted into any proposal.Checked 28. okt. 2026Source | Yes | Yes |
| Brand SettingsCalisto: the account’s brand and Themes dress every page, and each proposal can adjust its own look.Checked 28. okt. 2026Source | Yes | Yes |
| The Quote | ||
| Interactive Pricing TablesCalisto: optional lines and option tiers the client chooses, with totals and tax updating as they go.Checked 28. okt. 2026Source | Yes | Yes |
| Tracking | ||
| Section Reading AnalyticsCalisto: every open and the time spent on each page, read on the proposal’s own page.Checked 28. okt. 2026Source | Yes | Yes |
| Open NotificationsCalisto: notices when the client opens, comments, picks an option, signs, pays, declines or counters.Checked 28. okt. 2026Source | Yes | Yes |
| Signing | ||
| Countersigning and Signing OrderCalisto: signed in place on the client’s page, with signers, a countersignature and a signing order, with Sign.Checked 28. okt. 2026Source | Yes | Yes |
| Payment | ||
| Payment at SigningCalisto: a deposit, the full amount or a schedule of instalments paid through the business’s own gateway, with Payments.Checked 28. okt. 2026Source | Yes | Yes |
| Follow-Up | ||
| Follow-Up CampaignsCalisto: follow-up cadences that run on their own and stop the moment the client accepts or declines.Checked 28. okt. 2026Source | Yes | Yes |
| Reporting | ||
| Team Performance ReportsCalisto: win rate, time to close, loss reasons and revenue by owner, period and template, with saved views.Checked 28. okt. 2026Source | Yes | Yes |
| After Acceptance | ||
| Kick-Off Call BookingCalisto: the client books a consultation from the proposal through the Schedule Engine.Checked 28. okt. 2026Source | Yes | Yes |
| Sending | ||
| Documents in Many LanguagesCalisto: the client’s page and its PDF print their own words in the reader’s language, in any script.Checked 28. okt. 2026Source | Yes | Yes |
| Gaps | ||
| Video in the ProposalVideo as a background or in the body of the proposal.Checked 28. okt. 2026Source | No | Yes |
| Edit Live After SendingChanges to a sent proposal appear on the same link without resending. Calisto sends a change as a new version.Checked 28. okt. 2026Source | No | Yes |
| Onboarding Forms After SigningForms that collect the client’s details as a step after they sign.Checked 28. okt. 2026Source | No | Yes |
| Custom DomainProposals sent from the business’s own domain.Checked 28. okt. 2026Source | No | Yes |
| Word Document ImporterExisting Word documents imported as proposals.Checked 28. okt. 2026Source | No | Yes |
| Pre-Send Document CheckerSuggested changes before sending, based on what helped proposals in the same industry get signed.Checked 28. okt. 2026Source | No | Yes |
| Outside CRM IntegrationsIntegrations with outside CRMs such as HubSpot, Salesforce, Pipedrive and Zoho.Checked 28. okt. 2026Source | No | Yes |
| Public APIA public API for proposals, templates, quotes, companies and settings.Checked 28. okt. 2026Source | No | Yes |
What moves
Bringing your data from Better Proposals
Your data is read in your own browser and sent to your Calisto account. Calisto never sees your login for the old system.
From an export file
Export your data from Better Proposals and drop the file in. It is read in your browser and mapped onto Calisto.
Clients
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.
Learn more
Everything Calisto does here
The pages behind this comparison: the sector, the apps and the guides.