Better Proposals
Better Proposals is a web-based proposal creation tool that enables users to send professionally designed proposals.
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22 of 23 actions ready today
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- actions
Integrations
View provider documentationActions
Operations this integration can perform.
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.
Triggers
Events that start workflows from this integration.
Proposal Created
Triggers when a new proposal is created.
Proposal Paid
Triggers when a proposal is paid.
Proposal Signed
Triggers when a proposal is signed.
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