Get Company

Retrieves detailed information about a specific company by its ID. Companies represent client organizations associated with proposals.

List Companies

Retrieves all client companies in the account. Companies represent client organizations and are associated with proposals. Supports pagination.

List Currencies

Retrieves all supported currencies. Use this to find the correct currency code when creating proposals.

List Proposals

Retrieves proposals from Better Proposals. Can list all proposals or filter by status: **new**, **opened**, **sent**, **signed**, or **paid**. Supports pagination for large result sets.

List Quotes

Retrieves all quotes from the account. Supports pagination for accounts with many quotes.

Get Proposal Count

Retrieves the total number of proposals in the account. Useful for dashboards, reporting, or checking activity levels.

Create Proposal

Creates a new proposal in Better Proposals. Allows specifying the client company, cover design, template, document type, brand, currency, tax settings, contacts with signature requirements, and merge tags for dynamic content personalization.

Get Template

Retrieves detailed information about a specific template by its ID. Use this to inspect template contents before creating a proposal.

Get Account Settings

Retrieves account settings, brand settings, and custom merge tags. Combine all three or select specific setting types to retrieve.

List Document Types

Retrieves all document types available in the account. Document types categorize documents (e.g., Proposal, Contract, Quote). The default type is "Proposal".

Create Cover

Creates a custom cover design for proposals. The returned cover ID can be used when creating new proposals.

List Templates

Retrieves available proposal templates. Templates serve as the basis for creating new proposals. Supports pagination for accounts with many templates.

Get Quote

Retrieves detailed information about a specific quote by its ID.

Get Proposal

Retrieves detailed information about a specific proposal by its ID. Also supports fetching the total proposal count across the account.

Create Document Type

Creates a new document type for categorizing proposals and other documents. Specify a custom name and optional color.