Better Proposals
Better Proposals is a web-based proposal creation tool that enables users to send professionally designed proposals.
23 actions Integration catalog
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01 · WHAT THE AGENT CAN DO
Actions
Every capability is a discrete, logged action the agent calls by name — scoped to what you authorize and recorded in the run trace.
Create CompanyBETTER_PROPOSALS_CREATE_COMPANY
Tool to create a new company. Use after confirming the company does not already exist.
Create Document TypeBETTER_PROPOSALS_CREATE_DOCUMENT_TYPE
Tool to create a new document type. Use after confirming the desired type name does not already exist.
Create Proposal CoverBETTER_PROPOSALS_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 CompaniesBETTER_PROPOSALS_GET_ALL_COMPANIES
Tool to retrieve a paginated list of all companies. Use when listing available companies for display or selection.
Get All CurrenciesBETTER_PROPOSALS_GET_ALL_CURRENCIES
Tool to retrieve a paginated list of all currencies. Use when listing available currency options before selection.
Get All Document TypesBETTER_PROPOSALS_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 ProposalsBETTER_PROPOSALS_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 QuotesBETTER_PROPOSALS_GET_ALL_QUOTES
Tool to retrieve a paginated list of all quotes. Use after setting pagination parameters.
Get All TemplatesBETTER_PROPOSALS_GET_ALL_TEMPLATES
Tool to retrieve a paginated list of all templates. Use when you need to list available templates for selection.
Get Brand SettingsBETTER_PROPOSALS_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 CompanyBETTER_PROPOSALS_GET_COMPANY
Tool to retrieve details of a specific company. Use when you need company metadata by ID.
Get CurrencyBETTER_PROPOSALS_GET_CURRENCY
Tool to retrieve details of a specific currency. Use when you need currency metadata by ID.
Get New ProposalsBETTER_PROPOSALS_GET_NEW_PROPOSALS
Tool to retrieve all new proposals. Use after validating credentials when you need only newly created proposals.
Get Opened ProposalsBETTER_PROPOSALS_GET_OPENED_PROPOSALS
Tool to retrieve all opened proposals. Use when you need proposals that recipients have opened.
Get Paid ProposalsBETTER_PROPOSALS_GET_PAID_PROPOSALS
Tool to retrieve all paid proposals. Use when you need to list proposals that have been paid.
Get ProposalBETTER_PROPOSALS_GET_PROPOSAL
Tool to retrieve details of a specific proposal by ID. Use when you need complete proposal metadata and content.
Get Proposal CountBETTER_PROPOSALS_GET_PROPOSAL_COUNT
Tool to retrieve the total count of proposals. Use when you need to know how many proposals exist.
Get QuoteBETTER_PROPOSALS_GET_QUOTE
Tool to retrieve details of a specific quote. Use when you need full quote data by ID.
Get Sent ProposalsBETTER_PROPOSALS_GET_SENT_PROPOSALS
Tool to retrieve all sent proposals. Use after dispatching proposals to clients to list them.
Get SettingsBETTER_PROPOSALS_GET_SETTINGS
Tool to retrieve current account settings. Use when you need default currency, tax, and timezone configuration before creating proposals.
Get Signed ProposalsBETTER_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 DetailsBETTER_PROPOSALS_GET_TEMPLATE
Tool to retrieve details of a specific template. Use after selecting the template ID to fetch metadata.
List Merge TagsBETTER_PROPOSALS_LIST_MERGE_TAGS
Tool to retrieve custom merge tags with pagination support. Use when you need to list available merge tags for templates.
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