Better Proposals for AI agents
Agents read Better Proposals at once. Changes and sends are held for a person's approval by default.
About Better Proposals
Better Proposals is a web-based proposal creation tool that enables users to send professionally designed proposals.
What an agent can do in Better Proposals
Every Better Proposals action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Better Proposals without asking first. 20 actions.
- Get All CompaniesTool to retrieve a paginated list of all companies. Use when listing available companies for display or selection.
- Get All CurrenciesTool to retrieve a paginated list of all currencies. Use when listing available currency options before selection.
- Get All Document TypesTool to retrieve a paginated list of all document types. Use when you need to display or select a document type ID.
- Get All ProposalsTool to retrieve a paginated list of all proposals. Use when you need to fetch proposals list after validating credentials.
- Get All QuotesTool to retrieve a paginated list of all quotes. Use after setting pagination parameters.
- Get All TemplatesTool to retrieve a paginated list of all templates. Use when you need to list available templates for selection.
- Get Brand SettingsTool to retrieve settings for the default brand. Use when you need default-brand configuration (colors, tax, name, etc.) before creating or customizing documents.
- Get CompanyTool to retrieve details of a specific company. Use when you need company metadata by ID.
- Get CurrencyTool to retrieve details of a specific currency. Use when you need currency metadata by ID.
- Get New ProposalsTool to retrieve all new proposals. Use after validating credentials when you need only newly created proposals.
- Get Opened ProposalsTool to retrieve all opened proposals. Use when you need proposals that recipients have opened.
- Get Paid ProposalsTool to retrieve all paid proposals. Use when you need to list proposals that have been paid.
Show all 20
- Get ProposalTool to retrieve details of a specific proposal by ID. Use when you need complete proposal metadata and content.
- Get Proposal CountTool to retrieve the total count of proposals. Use when you need to know how many proposals exist.
- Get QuoteTool to retrieve details of a specific quote. Use when you need full quote data by ID.
- Get Sent ProposalsTool to retrieve all sent proposals. Use after dispatching proposals to clients to list them.
- Get SettingsTool to retrieve current account settings. Use when you need default currency, tax, and timezone configuration before creating proposals.
- Get Signed ProposalsTool to retrieve all signed proposals. Use when you need to list proposals clients have signed after confirming credentials.
- Get Template DetailsTool to retrieve details of a specific template. Use after selecting the template ID to fetch metadata.
- List Merge TagsTool to retrieve custom merge tags with pagination support. Use when you need to list available merge tags for templates.
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 3 actions.
- Create CompanyTool to create a new company. Use after confirming the company does not already exist.
- Create Document TypeTool to create a new document type. Use after confirming the desired type name does not already exist.
- Create Proposal CoverTool 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.
Changes wait in Needs you
Changes and sends in Better Proposals are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Better Proposals questions
Can an agent change data in Better Proposals on its own?
Not by default. Changes and sends in Better Proposals are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Better Proposals?
This connector lists 20 read actions. Reads run at once, without waiting for approval.
How does Better Proposals connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.