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.
Example Use Cases
These are the Better Proposals actions Snow can use when building apps with you. Connecting an account does not make Snow run these on its own.
Tool to create a new company. Use after confirming the company does not already exist.
Tool to create a new document type. Use after confirming the desired type name does not already exist.
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.
Tool to retrieve a paginated list of all companies. Use when listing available companies for display or selection.
Tool to retrieve a paginated list of all currencies. Use when listing available currency options before selection.
Tool to retrieve a paginated list of all document types. Use when you need to display or select a document type ID.
Tool to retrieve a paginated list of all proposals. Use when you need to fetch proposals list after validating credentials.
Tool to retrieve a paginated list of all quotes. Use after setting pagination parameters.
Tool to retrieve a paginated list of all templates. Use when you need to list available templates for selection.
Tool to retrieve settings for the default brand. Use when you need default-brand configuration (colors, tax, name, etc.) before creating or customizing documents.