Create Company
Tool to create a new company. Use after confirming the company does not already exist.
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Integrate Better Proposals
with your AI workspace
Better Proposals is a web-based proposal creation tool that enables users to send professionally designed proposals.
Explore Triggers and Actions
Create Document Type
Tool to create a new document type. Use after confirming the desired type name does not already exist.
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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.
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Get All Companies
Tool to retrieve a paginated list of all companies. Use when listing available companies for display or selection.
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Get All Currencies
Tool to retrieve a paginated list of all currencies. Use when listing available currency options before selection.
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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.
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Get All Proposals
Tool to retrieve a paginated list of all proposals. Use when you need to fetch proposals list after validating credentials.
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Get All Quotes
Tool to retrieve a paginated list of all quotes. Use after setting pagination parameters.
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Get All Templates
Tool to retrieve a paginated list of all templates. Use when you need to list available templates for selection.
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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.
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Get Company
Tool to retrieve details of a specific company. Use when you need company metadata by ID.
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Get Currency
Tool to retrieve details of a specific currency. Use when you need currency metadata by ID.
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Get New Proposals
Tool to retrieve all new proposals. Use after validating credentials when you need only newly created proposals.
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Get Opened Proposals
Tool to retrieve all opened proposals. Use when you need proposals that recipients have opened.
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Get Paid Proposals
Tool to retrieve all paid proposals. Use when you need to list proposals that have been paid.
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Get Proposal
Tool to retrieve details of a specific proposal by ID. Use when you need complete proposal metadata and content.
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Get Proposal Count
Tool to retrieve the total count of proposals. Use when you need to know how many proposals exist.
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Get Quote
Tool to retrieve details of a specific quote. Use when you need full quote data by ID.
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Get Sent Proposals
Tool to retrieve all sent proposals. Use after dispatching proposals to clients to list them.
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Get Settings
Tool to retrieve current account settings. Use when you need default currency, tax, and timezone configuration before creating proposals.
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Get Signed Proposals
Tool to retrieve all signed proposals. Use when you need to list proposals clients have signed after confirming credentials.
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Get Template Details
Tool to retrieve details of a specific template. Use after selecting the template ID to fetch metadata.
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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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