Better Proposals
9 Case Studies
A Better Proposals Case Study
Bean Ninjas, an award-winning bookkeeping and financial reporting firm, needed a more efficient way to handle its sales process. The company's distributed team was spending too much time on the administrative tasks of creating proposals, processing payments, and following up with clients, which detracted from their core service work. They turned to Better Proposals for a solution to automate and streamline these workflows.
By implementing Better Proposals, Bean Ninjas was able to create customized, on-brand proposals in about 20 minutes each. The software's features, such as saved templates for different countries and Stripe integration for collecting payment upon signature, significantly reduced administrative overhead. As a result, Bean Ninjas closed 70% of the proposals submitted, generating nearly $8,000 in additional monthly recurring revenue and saving hours of time for their lean sales force.