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    Provider Summary

    • create and manage proposals

    • track proposal status

    • manage proposal templates

    • create custom cover designs

    • manage client companies

    • create and retrieve quotes

    • configure document types

    • retrieve account and brand settings

    • list supported currencies

    • personalize with merge tags

Better Proposals

Create and edit business proposals, generate personal recipient links, and track proposal status. Use templates, create covers, manage client companies and document types, and create quotes. Retrieve account and brand settings, supported currencies, and custom merge tags. List tools support pagination.

Authenticate with a Better Proposals API token. API access requires a supported Premium or Enterprise plan after the trial. Generating recipient links counts as a send against your plan limit; it does not email the recipients.

See the integration specification and official API documentation.

License

This integration is licensed under the FSL-1.1.

Built with ❤️ by Metorial