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Integrations/Better Proposals
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Better Proposals

Proposal authoring software for proposals, quotes, companies, currencies, document types, and cover designs.

Fits sales teams that draft proposals and quotes for clients, manage document types and cover designs, and list company and currency settings.

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Use Better Proposals with Snow

Snow is a personal AI assistant that builds real apps for you, and they can put Better Proposals to work.

What Snow can do with Better Proposals

These are the Better Proposals actions available to the apps you build with Snow. Connecting an account does not make Snow run these on its own.

  • Create Company

    Tool to create a new company. Use after confirming the company does not already exist.

  • Create Document Type

    Tool to create a new document type. Use after confirming the desired type name does not already exist.

  • 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 Companies

    Tool to retrieve a paginated list of all companies. Use when listing available companies for display or selection.

  • Get All Currencies

    Tool to retrieve a paginated list of all currencies. Use when listing available currency options before selection.

  • 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 Proposals

    Tool to retrieve a paginated list of all proposals. Use when you need to fetch proposals list after validating credentials.

  • Get All Quotes

    Tool to retrieve a paginated list of all quotes. Use after setting pagination parameters.

  • Get All Templates

    Tool to retrieve a paginated list of all templates. Use when you need to list available templates for selection.

  • 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 Company

    Tool to retrieve details of a specific company. Use when you need company metadata by ID.

  • Get Currency

    Tool to retrieve details of a specific currency. Use when you need currency metadata by ID.

  • Get New Proposals

    Tool to retrieve all new proposals. Use after validating credentials when you need only newly created proposals.

  • Get Opened Proposals

    Tool to retrieve all opened proposals. Use when you need proposals that recipients have opened.

  • Get Paid Proposals

    Tool to retrieve all paid proposals. Use when you need to list proposals that have been paid.

  • Get Proposal

    Tool to retrieve details of a specific proposal by ID. Use when you need complete proposal metadata and content.

  • Get Proposal Count

    Tool to retrieve the total count of proposals. Use when you need to know how many proposals exist.

  • Get Quote

    Tool to retrieve details of a specific quote. Use when you need full quote data by ID.

  • Get Sent Proposals

    Tool to retrieve all sent proposals. Use after dispatching proposals to clients to list them.

  • Get Settings

    Tool to retrieve current account settings. Use when you need default currency, tax, and timezone configuration before creating 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 Details

    Tool to retrieve details of a specific template. Use after selecting the template ID to fetch metadata.

  • 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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