Better Proposals

Better Proposals

Create, edit, price and send proposals, and read templates, quotes, companies, currencies and brand settings in Better Proposals.

API Key29 tools
Connect Better Proposals

Free account. No credit card required.

Three ways to use Better Proposals

Ask your specialist

Pull data, take actions, or answer questions with this integration, right in a conversation.

Build a workflow

Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.

Power an app

Use this integration as a data source or action layer behind a dashboard, form, or internal tool.

Supported tools

Actions your AI agents can perform with Better Proposals.

Add or Edit Pricing Block

Add or update a proposal's pricing block with tables and line items.

Tool

Create Company

Create a company.

Tool

Create Document Type

Create a new document type.

Tool

Create Proposal

Create a proposal from a template for a company, with contacts and merge tags.

Tool

Create Proposal Cover

Create a cover design for proposals.

Tool

Create Quote

Create a quote.

Tool

Get started automating Better Proposals

01Connect your accountLink your account securely with OAuth or an API key.
02Choose a trigger or toolPick the events and actions your workflow should use.
03Configure the workflowDescribe what you want and your specialist wires it up for you.
04Refine the processTest runs, review output, and tweak until it's right.
05Turn it onSet it live and it runs on a schedule or on events.

Your Better Proposals workflows, on autopilot.

Connect Better Proposals and let AI agents handle the busywork.

Connect Better Proposals

Create a free account to connect your tools. No credit card required.

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