Better Proposals
Integrate Better Proposals effortlessly into your workflows with API modules for creating, tracking, and managing proposals. Streamline client communication and automate proposal handling with features like creating, retrieving, and monitoring the status of proposals, including sent, opened, signed, paid, and new proposals. Enhance efficiency with seamless proposal management.
Platform supported onplan: 
Make.com
Make.comAvailable Module Types
- All Modules (8)
- Action
- Universal
- Trigger (polling)
Better Proposals API Integration for Make.com
Create custom Better Proposals automation workflows by using triggers, actions, and search modules listed below.
Action
Create a Proposal
Creates a new proposal using specified parameters.
Action
Get a Proposal
Retrieves a single proposal by id.
Universal
Make an API Call
Performs an arbitrary authorized API call.
Trigger (polling)
Watch New Proposals
Watches for new proposals.
Trigger (polling)
Watch Opened Proposals
Watches for opened proposals.
Trigger (polling)
Watch Paid Proposals
Watches for proposals that had payments on them.
Trigger (polling)
Watch Sent Proposals
Watches for proposals that were sent.
Trigger (polling)
Watch Signed Proposals
Watches for proposals that were signed.
Better Proposals Automation Use Cases
Explore potential use cases for automations using Better Proposals API and utilize our integration modules crafted specifically for such workflows.
1 module
Automate New Proposal Creation upon Client Signup
Automatically create a new proposal for clients as soon as they sign up. This enhances speed and efficiency in engaging new clients.
Create a Proposal
1 module
Monitor and Act on Opened Proposals
Track when proposals are opened by clients and automatically send a follow-up reminder or notification to sales representatives to ensure timely responses.
Watch Opened Proposals
1 module
Send Proposals on Finalizing Drafts
Automatically send out proposals once drafts are finalized and approved internally to streamline the proposal distribution process.
Watch Sent Proposals
1 module
Alert on Signed Proposals
Set up alerts for when proposals are signed by clients to trigger subsequent contractual or invoicing processes automatically.
Watch Signed Proposals
1 module
Revenue Recognition on Paid Proposals
Automatically update financial records to recognize revenue when proposals are marked as paid, ensuring accurate accounting.
Watch Paid Proposals
1 module
Retrieve and Store Proposal Data
Regularly retrieve proposal details and store them in a CRM system to maintain a comprehensive record of all client interactions.
Get a Proposal
1 module
Custom API Integration for Enhanced Functionality
Utilize the API to integrate with bespoke solutions or third-party applications to enhance proposal handling capabilities beyond existing modules.
Make an API Call
1 module
Welcome Message on New Proposal Creation
Send a personalized welcome message or an introductory email to clients when a new proposal is created to enhance customer engagement.
Watch New Proposals
Supported Platforms
- Make.com
How to start with Better Proposals on Make.com?
Follow our step-by step guides on setting this API integration on Make.com no-code platform.
Our team of experts needs to know your concern. Please, report any issues you notice during app execution.