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Integration / Finance & Accounting

Better Proposals integration

Better Proposals is a web-based proposal creation tool that enables users to send professionally designed proposals.

About Better Proposals

Better Proposals is a web-based tool for crafting and sending professional proposals. It helps teams impress clients and close deals faster with slick, easy-to-use templates.

All integrations
Category
Finance & Accounting
Connection
API key
Type
Tool
Actions
23
Tags
library

Example prompts

What you can ask Growf to do with Better Proposals

  • List all proposals sent this month
  • Create a new company profile
  • Show available proposal templates for selection
  • Retrieve all quotes for a specific client

Available actions

23 actions your agents can run in Better Proposals

  • 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.

  • Get All Templates

    Tool to retrieve a paginated list of all templates. Use when you need to list available templates for selection.

  • Get Brand Settings

    Tool to retrieve settings for the default brand. Use when you need default-brand configuration (colors, tax, name, etc.) before creating or customizing documents.

  • Get Company

    Tool to retrieve details of a specific company. Use when you need company metadata by ID.

  • Get Currency

    Tool to retrieve details of a specific currency. Use when you need currency metadata by ID.

Put Better Proposals to work inside Growf.

Connect it once and every workspace, agent and workflow can use it — securely, with your team in the loop.