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Customer Success · head to head

Better Proposals vs Planhat

Better Proposals logo

Better Proposals

Customer Success

Create Proposals That Win

From
Free
Rated
-
Full reviewWebsite
Planhat logo

Planhat

Customer Success

The Beautiful Customer Platform

From
On request
Rated
-
Full reviewWebsite

The short version

  • Only Better Proposals has a free tier, so it costs nothing to try first.
  • Each has a real cost: Better Proposals documents are metered by tier, at 10 a month on Starter and 50 on Premium; Planhat implementation demands data-modeling expertise and dedicated technical administration
  • They diverge on capability: Better Proposals covers Proposal templates, Planhat covers Customer portals.
  • Prices and features above were last checked on 2 September 2026.

Where they differ

Only the attributes on which Better Proposals and Planhat actually diverge.

Attributes where Better Proposals and Planhat differ
AttributeBetter ProposalsPlanhat
Starting priceFreeOn request
Pricing modelsubscriptionUnknown
Free tierYesNo
Founded20162015

Identical on both: platforms (Web), user rating (Not yet rated), category (Customer Success).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in Better Proposals

  • Proposal templates
  • Digital signatures
  • Analytics
  • Payment collection
  • Custom branding
  • Zapier

Only in Planhat

  • Customer portals
  • Revenue analytics
  • Health scores
  • Playbooks
  • Usage tracking
  • Segment

Both cover

  • Salesforce
  • HubSpot
  • Stripe
  • Web support

What people use each for

The jobs each tool is most often brought in to do.

Better Proposals

  • Sending branded sales proposals with digital signaturesnot Planhat
  • Taking payment at the point of signaturenot Planhat
  • Tracking when a prospect opens and reads a proposalnot Planhat
  • Reusable content library and templatesnot Planhat
  • Approval workflows before a proposal goes out, on the Enterprise tiernot Planhat

Planhat

  • Customer Successnot Better Proposals
  • Customer Portalsnot Better Proposals
  • Data Managementnot Better Proposals

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Better Proposals

  • Documents are metered by tier, at 10 a month on Starter and 50 on Premium
  • The Starter plan at $13 a month is a single user
  • Custom domains, CRM integrations and the API all need Premium at $21 per user per month
  • Approvals, content locking and advanced permissions are Enterprise only at $42 per user per month
  • The Nudge follow-up feature is a $10 per user per month add-on, and custom design starts at $1,495

Planhat

  • Implementation demands data-modeling expertise and dedicated technical administration
  • Zero pricing transparency requiring direct sales engagement for quotes
  • Integration and data synchronization complexity requiring developer involvement
  • Users report data inaccuracies affecting platform reliability

Pricing, plan by plan

Better Proposals

Free
  • Starter$13/month
    • 1 maximum user seat
    • 10 monthly send limit
    • Digital signatures, interactive pricing, payment integrations
  • Premium$21/month
    • Unlimited user seats
    • 50 monthly send limit
    • Custom domain, CRM integrations, API/Zapier access
  • Enterprise$42/month
    • Unlimited user seats
    • Unlimited monthly sends
    • Content locking, simultaneous editing, manager approvals

Planhat

On request
  • Start-Up$1150/month
    • Customer 360
    • Health scores
    • Basic playbooks
  • Professional$1750/month
    • All Start-Up features
    • Advanced playbooks
    • Renewal forecasting
  • Enterprise$undefined/mo
    • All Professional features
    • Advanced analytics
    • Dedicated support

Which should you pick?

Choose Better Proposals if

  • You need proposal templates.
  • You want to start without paying.
  • You also want digital signatures.
Better Proposals review

Choose Planhat if

  • You need customer portals.
  • You also want revenue analytics.
Planhat review

Questions people ask

Is Better Proposals or Planhat better?
Neither clearly leads. Better Proposals starts at Free and Planhat at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Better Proposals or Planhat?
Better Proposals has a free tier; the other does not. Paid plans start at Free for Better Proposals and On request for Planhat.
Does Better Proposals or Planhat run on more platforms?
Both run on Web, so platform support will not decide this one for you.
Can I use Better Proposals for free?
Yes. Better Proposals has a free tier, so you can try it without paying. Planhat starts at On request.
What is Better Proposals best used for?
Better Proposals is most often used for sending branded sales proposals with digital signatures, taking payment at the point of signature, tracking when a prospect opens and reads a proposal, reusable content library and templates. Of those, sending branded sales proposals with digital signatures and taking payment at the point of signature are not what Planhat is typically brought in for.
What can Better Proposals do that Planhat cannot?
Better Proposals covers Proposal templates, Digital signatures, Analytics, Payment collection. Planhat covers Customer portals, Revenue analytics, Health scores, Playbooks. Both handle Salesforce, HubSpot, Stripe, Web support.

Answered from the vendors’ own pages

Better Proposals: Does Better Proposals charge per user or per team?

Starter tier ($13/month) is limited to 1 user seat. Premium ($21/month) and Enterprise ($42/month) allow unlimited user seats at their respective prices.

Source
Planhat: What is Planhat's pricing model?

Planhat uses custom, quote-based pricing with no published rates. Start-Up plans estimated at $1,150/month, Professional around $1,750/month ($25K-$45K/year for mid-market), and Enterprise from $50K-$100K+/year. All plans include unlimited users.

Source
Better Proposals: How much can I save with annual billing on Better Proposals?

Annual billing saves up to 35% compared to monthly billing. Starter becomes $19/month (billed annually), Premium becomes $29/month, and Enterprise becomes $49/month.

Source
Planhat: Does Planhat include unlimited users?

Yes. All Planhat plans include unlimited users, so scaling the platform across the organization does not increase per-seat costs.

Source
Better Proposals: Is there a free trial for Better Proposals?

Yes, 14-day free trial available with no credit card required to get started.

Source
Planhat: What integrations does Planhat support?

Planhat offers a full REST API and webhooks for read/write access, enabling advanced integrations with CRMs, data warehouses, and other systems. However, integration complexity requires developer involvement.

Source
Planhat: How long does Planhat take to implement?

Planhat requires significant implementation time due to data modeling and configuration depth. The platform demands dedicated technical administration and planning expertise.

Source
Planhat: What customer success features does Planhat provide?

Planhat includes Customer 360 profiles, customizable health scores, playbooks and automations, renewal forecasting, expansion tracking, and flexible data modeling for complex customer lifecycles.

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