Better proposals for your voice agent

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.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in Better proposals and paste it on a secure page in Connected apps.
What it reads
20 actions, such as get All Companies, get All Currencies and get All Document Types.
What it changes
3 actions, such as create Company, create Document Type and create Proposal Cover.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 23. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Better proposals actions

Reads 20

  • Get All Companies
  • Get All Currencies
  • Get All Document Types
  • Get All Proposals
  • Get All Quotes
  • Get All Templates
  • Get Brand Settings
  • Get Company
  • Get Currency
  • Get New Proposals
  • Get Opened Proposals
  • Get Paid Proposals
  • Get Proposal
  • Get Proposal Count
  • Get Quote
  • Get Sent Proposals
  • Get Settings
  • Get Signed Proposals
  • Get Template Details
  • List Merge Tags

Changes 3

  • Create Company
  • Create Document Type
  • Create Proposal Cover

Better proposals setup

  1. Pasting a Better proposals API key

    Create an API key in Better proposals, choose Better proposals in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 23 actions the agent may use. Start with lookups and add the ones that change Better proposals when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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