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 CRM
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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How the Better Proposals integration works
The Better Proposals integration connects your Dench AI CRM directly to Better Proposals, so agents can read and act on your Better Proposals data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
23 actions are available for agents to invoke on your behalf. Every call runs through Better Proposals's own authorization, scoped to the account you connect.
Set up Better Proposals in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Better Proposals and click Connect — you'll authorize access through Better Proposals's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Better Proposals in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Better Proposals integration work with Dench?
The Dench Better Proposals integration connects your AI CRM to Better Proposals, so AI agents can work with your Better Proposals data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Better Proposals via Dench?
The Better Proposals integration currently exposes 23 actions, including Create Company, Create Document Type, Create Proposal Cover, Get All Companies, Get All Currencies, and Get All Document Types. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Better Proposals to Dench?
No. You connect Better Proposals from your Dench workspace using Better Proposals's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Better Proposals integration secure?
Connections are authorized through Better Proposals's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Better Proposals connection from your workspace settings at any time.