Built by Metorial, the integration platform for agentic AI.
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
Create, send, and track professional business proposals, contracts, and sales documents. Manage proposals by status (new, opened, sent, signed, paid) with digital signature support and payment collection. Create and assign custom cover designs, use templates for new proposals, and define document types. Manage client companies and quotes. Retrieve account settings, brand configurations, supported currencies, and custom merge tags for dynamic content personalization. Monitor proposal lifecycle events including creation, sending, opening, signing, and payment.
This integration is licensed under the AGPL-3.0 License.
Built with ❤️ by Metorial