Connect Better Proposals to your AI agent

Finance 23 actions available

Better Proposals is a web-based proposal creation tool that enables users to send professionally designed proposals.

We set up the connection using your own Better Proposals account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Better Proposals

Each one is a real action the agent can take on its own, the same things a person clicking around Better Proposals could do. Read-only by default; write actions are confirmed against your policy.

  • Create Company Tool to create a new company. Use after confirming the company does not already exist.
  • Create Document Type Tool to create a new document type. Use after confirming the desired type name does not already exist.
  • Create Proposal Cover Tool to create a new proposal cover design. Use when you need a custom cover design before sending out a proposal. Use after finalizing cover settings.
  • Get All Companies Tool to retrieve a paginated list of all companies. Use when listing available companies for display or selection.
  • Get All Currencies Tool to retrieve a paginated list of all currencies. Use when listing available currency options before selection.
  • Get All Document Types Tool to retrieve a paginated list of all document types. Use when you need to display or select a document type ID.
  • Get All Proposals Tool to retrieve a paginated list of all proposals. Use when you need to fetch proposals list after validating credentials.
  • Get All Quotes Tool to retrieve a paginated list of all quotes. Use after setting pagination parameters.
  • Get All Templates Tool to retrieve a paginated list of all templates. Use when you need to list available templates for selection.
  • Get Brand Settings Tool to retrieve settings for the default brand. Use when you need default-brand configuration (colors, tax, name, etc.) before creating or customizing documents.
  • Get Company Tool to retrieve details of a specific company. Use when you need company metadata by ID.
  • Get Currency Tool to retrieve details of a specific currency. Use when you need currency metadata by ID.
  • Get New Proposals Tool to retrieve all new proposals. Use after validating credentials when you need only newly created proposals.
  • Get Opened Proposals Tool to retrieve all opened proposals. Use when you need proposals that recipients have opened.
  • Get Paid Proposals Tool to retrieve all paid proposals. Use when you need to list proposals that have been paid.
  • Get Proposal Tool to retrieve details of a specific proposal by ID. Use when you need complete proposal metadata and content.
  • Get Proposal Count Tool to retrieve the total count of proposals. Use when you need to know how many proposals exist.
  • Get Quote Tool to retrieve details of a specific quote. Use when you need full quote data by ID.
  • Get Sent Proposals Tool to retrieve all sent proposals. Use after dispatching proposals to clients to list them.
  • Get Settings Tool to retrieve current account settings. Use when you need default currency, tax, and timezone configuration before creating proposals.
  • Get Signed Proposals Tool to retrieve all signed proposals. Use when you need to list proposals clients have signed after confirming credentials.
  • Get Template Details Tool to retrieve details of a specific template. Use after selecting the template ID to fetch metadata.
  • List Merge Tags Tool to retrieve custom merge tags with pagination support. Use when you need to list available merge tags for templates.
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in Better Proposals, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Better Proposals questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Better Proposals's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Better Proposals to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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