Move from Better Proposals, one agreement at a time.

Start with the agreement you use most.

1. 1. Bring your unsigned PDF

   Choose one proposal, SOW or agreement from your Better Proposals workflow. Import the unsigned PDF into your free workspace.

2. 2. Review the fields and recipients

   Check the document text and layout. Confirm signing fields, signer roles, reminder settings and signing order before sending.

3. 3. Test the whole client experience

   Send a test to yourself, review and sign it, then inspect the completed PDF and signing record. Move the rest of your team when the workflow fits.

Keep existing agreements accessible.

Finish in-flight agreements in Better Proposals. Export completed PDFs with their original audit trails and keep those originals accessible to your team before canceling. Use Plutosign for new agreements as you migrate.

For reusable templates, list your 10 most-used ones. On any paid plan we migrate them for you and help you test a send; Agency and Scale also include migration of a larger library, scoped with our team.

Before you cancel Better Proposals

Export your templates and signed documents before you cancel. Downgrade instead of closing your account.

Better Proposals’ help center says canceling removes your account and all of its data. Its pause option ($3 a month) keeps your data, but your documents are not published while the account is paused. Read Better Proposals’s cancellation help (checked November 10, 2026).

Confirm the fit before moving the team.

Compare the capabilities and total seat cost, inspect the signing evidence, and test the workflow with your own document.