Stop speaking to the wrong clients
Enquiry forms qualify every lead against your own rules. Poor-fit enquiries are turned away automatically, so your time goes on the clients you want.
Better Proposals is proposal software. strively is onboarding automation built for UK accountancy firms: it screens enquiries, books meetings, sends web proposals and onboards new clients with engagement letters and AML.
Last checked 27 October 2026 against Better Proposals' public website.
you want to fully automate client onboarding and cut the admin. Enquiry forms screen out the wrong clients before you speak to them, meetings book themselves into the right person's calendar, and proposals are fully customisable web pages, not PDFs. Once a client accepts, engagement letters, AML checks and direct debit set-up follow automatically.
you're just looking for proposal software, not onboarding automation, and you don't need enquiry screening, meeting booking, UK engagement letters or AML checks.
We compared both products on the work that takes up most admin time when taking on new clients.
| Feature | strively | Better Proposals |
|---|---|---|
| Qualifying enquiry forms | YesAuto accept or reject leads with your own rules | Not availableForms are for clients after they sign |
| Waitlist for busy periods | YesEnquiries still screened, prospects get your custom message and join a separate list to contact | Not found |
| Automatic meeting booking | YesGoogle Calendar and Outlook, routed to the right specialist | Through CalendlyAfter a client signs, not for new enquiries |
| Automated chasers and reminders | YesMeetings, lead and proposal follow-ups | Nudge add-on£8 a user a month |
| Web-based proposals, not PDFs | YesFully customisable, with section-by-section tracking | YesWeb documents with interactive pricing |
| Engagement letters | YesUK-format letters and terms of business | General contractsNo UK engagement letter format found |
| E-signatures | YesProposals and engagement letters signed online | Yes |
| AML checks | YesAML HQ. Separate monthly charge | Not found |
| Client onboarding | YesAML and engagement letters | Forms and paymentsAfter signing. No AML or engagement letters |
| Sales pipeline reporting | YesConversion by stage, bottlenecks, team performance | Document and team reportsPipeline through CRM integrations |
| Direct debit mandates | YesNew clients added to your Adfin direct debit mandate | YesThrough GoCardless |
| Users | 2 to 10, depending on plan | Charged per user |
| Pricing currency | GBP, ex VAT | GBP |
| Built for | UK accountants, bookkeepers and payroll bureaux | Any business that sends proposals, across many industries |
Better Proposals charges per user, so it costs less for small firms and more for larger teams. Here's what each costs for the same size of firm.
| Typical firm | strively | Better Proposals |
|---|---|---|
| Sole practitioner, up to 25 proposals a month | £110/month Automate · 2 users | £52/month Premium, 2 users at £18 + Nudge follow-ups at £8 a user |
| Small firm wanting conversion reporting, 50 proposals | £135/month Report · 2 users | £52/month Premium · 50 documents a month, no pipeline reporting found |
| Growing team, unlimited proposals, up to 10 users | £220/month Team · routing and team reports | £410/month Enterprise, 10 users at £33 + Nudge at £8 a user |
Enquiry forms qualify every lead against your own rules. Poor-fit enquiries are turned away automatically, so your time goes on the clients you want.
Qualified prospects book straight into the right person's Google or Outlook calendar, with confirmations and reminders sent for you.
Fully customisable web proposals with your branding, services and pricing. You can see which sections prospects read, so you know when to follow up.
Once a client accepts, the engagement letter is signed online, AML checks run and they're added to your Adfin direct debit mandate, with no re-keying.
Better Proposals is a well-known, well-designed proposal tool, and for some firms it's the right choice.
You add your services, proposal templates and UK engagement letter in strively yourself. Once they're in, new enquiries go through strively automatically.
Yes, if you want to fully automate client onboarding and cut admin. Enquiry forms screen out the wrong clients before you speak to them, meetings book themselves, and proposals are fully customisable web pages rather than PDFs. Once a client accepts, e-signed engagement letters, AML checks and direct debit set-up through Adfin follow automatically. Better Proposals is a better fit if you only need proposal software rather than onboarding automation.
strively is built for UK accountancy firms. It screens enquiries, books meetings and sends reminders before the proposal, and handles UK engagement letters and AML after it. Better Proposals is a general proposal tool. It offers onboarding forms, Calendly booking and payments after a client signs, but we couldn't find enquiry screening, UK engagement letters or AML checks.
It depends on the size of your team. Better Proposals charges per user: £18 a month on Premium and £33 on Enterprise with annual billing, plus £8 a user for Nudge follow-ups. A two-person firm would pay about £52 a month, less than strively's £110. A 10-person team on Enterprise would pay about £410 a month, against £220 on strively's Team plan.
Yes. You add your services, fees, proposal templates and engagement letters in strively yourself. Once they're in, new enquiries move through strively automatically.
Yes. strively integrates with Adfin and adds new clients to your direct debit mandate as they sign up. strively does not create invoices, so you keep invoicing as you do today.
Best for invoicing and recurring billing
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Compare →strively vs PandaDocBest for general documents and e-signatures
Compare →Also useful: Better Proposals alternatives · Proposal software for accountants · Engagement letter software
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