Better Proposals Integration — Automate Better Proposals with AI on Beauto

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

Category: proposal & invoice management · 23 actions available

What you can automate with Better Proposals

Beauto connects Better Proposals with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from Better Proposals events, enrich Better Proposals data with AI, or sync Better Proposals with the rest of your stack — without writing code.

  • Sync Better Proposals data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
  • Trigger AI agents on new Better Proposals events and route the output anywhere
  • Schedule recurring Better Proposals tasks — daily reports, cleanups, or bulk updates
  • Use natural language to describe the workflow; Beauto builds it for you

Better Proposals actions Beauto supports

  • 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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