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Proposal & Invoice Management

Better Proposals, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your Better Proposals account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • Proposal & Invoice Management
  • Connects with a key
  • 21 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What Better Proposals is

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

You paste in a key from your own Better Proposals account. It is kept encrypted, and you can withdraw it from inside Better Proposals whenever you like.

How a run works

One message in, the work done in Better Proposals.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in Better Proposals. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own Better Proposals account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

21 tools it already has

What it can do in Better Proposals

These are the ready-made tools your AI employee already has in Better Proposals. It is not limited to them, but it never has to be taught these.

  • 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 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.
Access, and who is in charge of it

You stay the boss of your Better Proposals account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own Better Proposals account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in Better Proposals is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in Better Proposals and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about Better Proposals

Can an AI employee really work inside Better Proposals?
Yes. It signs in to your own Better Proposals account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of Better Proposals?
No. Nothing moves and nothing is replaced. Your records stay in Better Proposals, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my Better Proposals account?
You paste in a key from your own Better Proposals account. It is kept encrypted, and you can withdraw it from inside Better Proposals whenever you like. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in Better Proposals?
It has 21 ready-made tools in Better Proposals today, among them Create Company, Create Document Type and Create Proposal Cover. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use Better Proposals and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in Better Proposals and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in Better Proposals?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in Better Proposals is written down with what it did and when.