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Better Proposalsproposal & invoice management
23 available actions
What your AI agent can do in Better Proposals
Better Proposals is a web-based proposal creation tool that enables users to send professionally designed proposals. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 23 actions.
Common starting points
- Get QuoteTool to retrieve details of a specific quote.
- Get All CompaniesTool to retrieve a paginated list of all companies.
- Create CompanyTool to create a new company.
- Create Proposal CoverTool to create a new proposal cover design.
Browse all 23 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 20 actions
- Get All CompaniesTool to retrieve a paginated list of all companies.
- Get All CurrenciesTool to retrieve a paginated list of all currencies.
- Get All Document TypesTool to retrieve a paginated list of all document types.
- Get All ProposalsTool to retrieve a paginated list of all proposals.
- Get All QuotesTool to retrieve a paginated list of all quotes.
- Get All TemplatesTool to retrieve a paginated list of all templates.
- Get Brand SettingsTool to retrieve settings for the default brand.
- Get CompanyTool to retrieve details of a specific company.
- Get CurrencyTool to retrieve details of a specific currency.
- Get New ProposalsTool to retrieve all new proposals.
- Get Opened ProposalsTool to retrieve all opened proposals.
- Get Paid ProposalsTool to retrieve all paid proposals.
- Get ProposalTool to retrieve details of a specific proposal by ID.
- Get Proposal CountTool to retrieve the total count of proposals.
- Get QuoteTool to retrieve details of a specific quote.
- Get Sent ProposalsTool to retrieve all sent proposals.
- Get SettingsTool to retrieve current account settings.
- Get Signed ProposalsTool to retrieve all signed proposals.
- Get Template DetailsTool to retrieve details of a specific template.
- List Merge TagsTool to retrieve custom merge tags with pagination support.
Create & communicateCreate records or send supported messagesView 3 actions
- Create CompanyTool to create a new company.
- Create Document TypeTool to create a new document type.
- Create Proposal CoverTool to create a new proposal cover design.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect Better Proposals
How does the agent connect to Better Proposals?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Better Proposals?
The page above lists the 23 actions currently available through the Better Proposals connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Better Proposals included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Better Proposals is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put Better Proposals to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.