Betterproposals White-Label Resale Configuration (Onboarding)

Betterproposals White-Label Resale Configuration (Onboarding)

1. 01

   Create the agency workspace and assign team roles

   Register the agency account, then set team roles so only the account owner and delivery lead can reach white-label settings. Starter includes 1 user seat, so any agency running a client-facing resale motion needs Premium or above before inviting staff.

2. 02

   Confirm the plan tier supports custom domain before promising white-label to a client

   Custom domain is a Premium feature ($29 monthly or $21 monthly billed annually, per user). Starter at $19 monthly ($13 annually) cannot host a client-branded domain, so scope the resale offer against Premium or Enterprise from the start.

3. 03

   Load agency branding into the white-label settings

   Import logo and brand colors so every proposal a client sends carries the agency's identity rather than Betterproposals defaults. This is the step that makes the resale offer defensible in a retainer conversation.

4. 04

   Point the custom domain at the proposal workspace

   Configure the custom domain under Premium so proposal links resolve to the agency's own URL. Verify the domain resolves before any client-facing send, since a broken link on a live proposal damages the retainer pitch.

5. 05

   Build the reusable template set

   Create templates in the template builder with interactive pricing tables, e-signature fields, and payment integration blocks. Agencies reselling proposal management should ship at least three templates covering the client's core service packages.

6. 06

   Wire payment and scheduling integrations

   Connect Stripe for payment collection, Calendly for call booking, and Zapier for CRM automation. Premium also exposes the API and MCP Server for agencies pushing proposal events into their own stack.

7. 07

   Set automatic expiry dates and onboarding forms

   Both are Premium-tier controls. Expiry dates stop stale pricing from being signed months later, and custom onboarding forms capture intake data at the moment of acceptance rather than in a follow-up email.

8. 08

   Run a test proposal end to end before handoff

   Send a live proposal through the trackable link, confirm the e-signature completes, the payment fires, and analytics register the open. Only then hand the workspace to the client team with the resale terms documented.