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 bredvid Better Proposals
- 12 I båda
- 8 Endast 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.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Content LibraryCalisto: pages and sections saved to the Library and inserted into any proposal.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Brand SettingsCalisto: the account’s brand and Themes dress every page, and each proposal can adjust its own look.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| The Quote | ||
| Interactive Pricing TablesCalisto: optional lines and option tiers the client chooses, with totals and tax updating as they go.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Tracking | ||
| Section Reading AnalyticsCalisto: every open and the time spent on each page, read on the proposal’s own page.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Open NotificationsCalisto: notices when the client opens, comments, picks an option, signs, pays, declines or counters.Kontrollerat 28 okt. 2026Källa | 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.Kontrollerat 28 okt. 2026Källa | 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.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Follow-Up | ||
| Follow-Up CampaignsCalisto: follow-up cadences that run on their own and stop the moment the client accepts or declines.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Reporting | ||
| Team Performance ReportsCalisto: win rate, time to close, loss reasons and revenue by owner, period and template, with saved views.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| After Acceptance | ||
| Kick-Off Call BookingCalisto: the client books a consultation from the proposal through the Schedule Engine.Kontrollerat 28 okt. 2026Källa | 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.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Gaps | ||
| Video in the ProposalVideo as a background or in the body of the proposal.Kontrollerat 28 okt. 2026Källa | 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.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
| Onboarding Forms After SigningForms that collect the client’s details as a step after they sign.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
| Custom DomainProposals sent from the business’s own domain.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
| Word Document ImporterExisting Word documents imported as proposals.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
| Pre-Send Document CheckerSuggested changes before sending, based on what helped proposals in the same industry get signed.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
| Outside CRM IntegrationsIntegrations with outside CRMs such as HubSpot, Salesforce, Pipedrive and Zoho.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
| Public APIA public API for proposals, templates, quotes, companies and settings.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
Vad som rör sig
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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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