Better Proposals

proposal & invoice management 23 tools available

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

Connect Better Proposals Visit Better Proposals

About this integration

Connect Better Proposals to Definable to automate repetitive tasks, sync data with the rest of your stack, trigger on real-world events. Personas call Better Proposals's 23 tools directly from chat or scheduled flows. You can wire it into any persona to read, write, and react when an event fires.

Connect Better Proposals to Definable and it becomes a set of typed tools your agents plan with — triggered by events, run on schedules, or invoked mid-conversation. Every write is checked by the verifier before it lands.

Auth OAuth2 · 2 clicks

Tools 23 exposed

Plans All, incl. Free

Data Never trained on

Better Proposals · in workflows

What teams actually run.

Three patterns teams run with Better Proposals on day one. Each one is a plain-English prompt — no canvas, no glue code — and you can remix them into anything.

Trigger on event

│ Listen for a new event

│ Parse and validate the payload

└ Take an action with the linked tool

Daily summary

│ Pull yesterday's activity

│ Summarise with the model of your choice

└ Send the digest via email or Slack

Cross-tool sync

│ Read records from one app

│ Transform with a persona

└ Write the result back via this integration

23 tools available

The Better Proposals toolbox.

Every Better Proposals capability your agents can call, each with a typed schema the planner reads. The router picks the right tool per step; the verifier checks the result.

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.

Get New Proposals

Tool to retrieve all new proposals. Use after validating credentials when you need only newly created proposals.

Get Opened Proposals

Tool to retrieve all opened proposals. Use when you need proposals that recipients have opened.

Get Paid Proposals

Tool to retrieve all paid proposals. Use when you need to list proposals that have been paid.

Get Proposal

Tool to retrieve details of a specific proposal by ID. Use when you need complete proposal metadata and content.

Get Proposal Count

Tool to retrieve the total count of proposals. Use when you need to know how many proposals exist.

Get Quote

Tool to retrieve details of a specific quote. Use when you need full quote data by ID.

Get Sent Proposals

Tool to retrieve all sent proposals. Use after dispatching proposals to clients to list them.

Get Settings

Tool to retrieve current account settings. Use when you need default currency, tax, and timezone configuration before creating proposals.

Get Signed Proposals

Tool to retrieve all signed proposals. Use when you need to list proposals clients have signed after confirming credentials.

Get Template Details

Tool to retrieve details of a specific template. Use after selecting the template ID to fetch metadata.

List Merge Tags

Tool to retrieve custom merge tags with pagination support. Use when you need to list available merge tags for templates.

See it run

One prompt, start to finish.

A real prompt, the Better Proposals tools it calls, and what comes back. This is the whole interface — describe the outcome, agents handle the rest.

❯

Run a real Better Proposals task end-to-end — plan it, execute across the API, and hand back a verified result.

better_proposals.create_company Tool to create a new company. Use after confirming the company does not already exist.

better_proposals.create_document_type Tool to create a new document type. Use after confirming the desired type name does not al

better_proposals.create_proposal_cover Tool to create a new proposal cover design. Use when you need a custom cover design before · verified

done

Done. Better Proposals responded across 3 calls, the verifier signed off, and the result is logged with every payload.

FAQ · Better Proposals

Questions, answered.

What teams ask before connecting Better Proposals.

01 What can I automate with Better Proposals on Definable?

Anything Better Proposals exposes through its API. Common proposal & invoice management workflows on Definable include automate repetitive tasks, sync data with the rest of your stack, trigger on real-world events. Personas can call any of the 23 Better Proposals tools directly, then chain the result into another integration without you writing code.

02 How does Better Proposals authentication work?

Better Proposals uses API_KEY on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.

03 Is the Better Proposals integration included in my Definable plan?

Yes — every Definable plan, including Starter, includes access to all 23 Better Proposals tools. You only need a separate Better Proposals subscription if Better Proposals itself charges per seat or per API call.

04 Is using Better Proposals through Definable secure?

Every call from a persona to Better Proposals is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.

05 How do I get started with Better Proposals on Definable?

Sign up for Definable, open the integrations page, find Better Proposals, and connect via OAuth or API key. You can immediately attach Better Proposals to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.

06 What Better Proposals actions does Definable expose?

Definable exposes all 23 Better Proposals actions as callable tools — including `Create Company`, `Create Document Type`, `Create Proposal Cover`, plus 20 more. Each tool gets a typed parameter schema so personas know exactly how to call it.