Better Proposals vs Handoff

Better Proposals is a web service for preparing and sending proposals and other documents, with built-in electronic signatures, payment collection, and client activity tracking. Its analytics can show whether a document was received, opened, read, forwarded, downloaded, or signed, as well as time spent on individual sections. Users can take payments through documents and proposals, with integrations including Stripe, GoCardless, and PayPal. Advanced CRM integrations are available for HubSpot and Salesforce. The service supports custom branding and offers more than 260 free document templates. Teams can assign roles, manage access and permissions, track progress, and control who can send documents. Signatures are stated to comply with EU and US electronic signature legislation. Proposals are designed for phones and computers, and the service is accessible wherever there is an internet connection. Starter costs $13 per user per month when billed annually and allows one seat and 10 documents each month. There is no free plan; a 14-day trial requires no credit card or cancellation.

Handoff is software for residential construction businesses that supports estimating, project management and administrative work. It generates estimates and proposals from scopes, blueprints, job photos and site walkthroughs; uploaded drawings, photos and other files can also provide details such as square footage, quantities and material lists. Project tools include AI scheduling, daily logs, alerts, photo and file management, client portals and change orders. Financial workflows cover invoicing, payments, milestone-based billing, custom pricing and markup, and consumer financing. Named integrations include QuickBooks Online, Google Calendar, Magicplan and Zapier; estimates, invoices and payments can sync with QuickBooks Online. The REST API supports webhooks and syncing projects, estimates, proposals, invoices and contacts, and is available on Scale. Handoff lists web, mobile and desktop access, with apps for iOS, Android and desktop. Flex costs $119 a month billed annually and includes 50 AI usage credits per month, one custom pricing catalog and two users. The seven-day free trial does not require a credit card.