All connectors

Better Proposals

23 tools · Proposal & Invoice Management

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

Open in SlashspaceDownload for Mac

Connect Better Proposals

  1. Open Slashspace and go to Settings, then Connectors.
  2. On Discover, search for Better Proposals and click Connect.
  3. Sign in to Better Proposals in your browser. Slashspace updates when the account is connected.
  4. Then ask for what you need in any Agent mode chat. Better Proposals is on in every chat unless you switch it off.

What your chats can do

23 tools from Better Proposals.

  • Create CompanyTool to create a new company. Use after confirming the company does not already exist.
  • Create Document TypeTool to create a new document type. Use after confirming the desired type name does not already exist.
  • Create Proposal CoverTool 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 CompaniesTool to retrieve a paginated list of all companies. Use when listing available companies for display or selection.
  • Get All CurrenciesTool to retrieve a paginated list of all currencies. Use when listing available currency options before selection.
  • Get All Document TypesTool to retrieve a paginated list of all document types. Use when you need to display or select a document type ID.
  • Get All ProposalsTool to retrieve a paginated list of all proposals. Use when you need to fetch proposals list after validating credentials.
  • Get All QuotesTool to retrieve a paginated list of all quotes. Use after setting pagination parameters.
  • Get All TemplatesTool to retrieve a paginated list of all templates. Use when you need to list available templates for selection.
  • Get Brand SettingsTool to retrieve settings for the default brand. Use when you need default-brand configuration (colors, tax, name, etc.) before creating or customizing documents.
  • Get CompanyTool to retrieve details of a specific company. Use when you need company metadata by ID.
  • Get CurrencyTool to retrieve details of a specific currency. Use when you need currency metadata by ID.
  • Get New ProposalsTool to retrieve all new proposals. Use after validating credentials when you need only newly created proposals.
  • Get Opened ProposalsTool to retrieve all opened proposals. Use when you need proposals that recipients have opened.
  • Get Paid ProposalsTool to retrieve all paid proposals. Use when you need to list proposals that have been paid.
  • Get ProposalTool to retrieve details of a specific proposal by ID. Use when you need complete proposal metadata and content.
  • Get Proposal CountTool to retrieve the total count of proposals. Use when you need to know how many proposals exist.
  • Get QuoteTool to retrieve details of a specific quote. Use when you need full quote data by ID.
  • Get Sent ProposalsTool to retrieve all sent proposals. Use after dispatching proposals to clients to list them.
  • Get SettingsTool to retrieve current account settings. Use when you need default currency, tax, and timezone configuration before creating proposals.
  • Get Signed ProposalsTool to retrieve all signed proposals. Use when you need to list proposals clients have signed after confirming credentials.
  • Get Template DetailsTool to retrieve details of a specific template. Use after selecting the template ID to fetch metadata.
  • List Merge TagsTool to retrieve custom merge tags with pagination support. Use when you need to list available merge tags for templates.