Better Proposals

better proposals is a web based platform for creating, sending, tracking, and signing interactive business documents integrating it with make com enables automated workflows for proposal management, client onboarding, and sales processes, enhancing efficiency and reducing manual work this is ai generated content based on official better proposals documentation the content may still contain errors—please verify important information if you have questions, contact better proposals support directly how to get support on better proposals better proposals is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=better%20proposals\&app slug=better proposals community\&app unique id=better proposals zmukv5 requirements to use the better proposals app in make, you must have a premium or enterprise better proposals account and an api key, create your account on better proposals app installation to install this app, you need admin, owner, or app developer permissions organizations start by installing the app from the make integration page click the install button and follow the on screen instructions to complete the setup connect better proposals and {{product name}} to get started, you must first create a connection between better proposals and {{product name}} , allowing the two services to communicate you can connect using the following method api keys api keys instructions you need to generate your api key log in to your better proposals account navigate to the api key generator section click the generate api key button locate the displayed api key or token on the page optionally, regenerate your existing api key or token if needed some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=better%20proposals\&app slug=better proposals community\&app unique id=better proposals zmukv5 create the connection in {{product name}} log in in your make account , add the better proposals module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your better proposals or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application better proposals modules after connecting to the better proposals app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a proposal creates a brand new proposal based on the details you provide, allowing you to customize key information for your needs get a proposal fetches detailed information about a specific proposal using its unique id make an api call allows you to make a custom api request to the service using your authorized account, giving you flexibility to access features or endpoints not covered by the standard modules watch new proposals monitors and notifies you whenever a new proposal is created, so you can stay updated in real time watch opened proposals monitors and notifies you whenever a new proposal is opened, so you can stay up to date with the latest activity watch paid proposals monitors proposals and notifies you whenever a payment has been made on any of them watch sent proposals monitors and detects when new proposals have been sent, keeping you updated on the latest submissions watch signed proposals monitors and notifies you whenever a new proposal has been signed, helping you stay updated on completed agreements templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} better proposals resources you can have access to more resources related to this app on the following links better proposals topics on make community better proposals website better proposals documentation better proposals api documentation better proposals page on make