Better Proposals by Synergetic

better proposals is an online platform for creating, sending, and tracking interactive sales proposals with real time collaboration and digital signatures integrating it with make com streamlines proposal workflows, automates follow ups, and connects sales processes with other business tools 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 pg5vu7 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 go to the make integration page click the install button 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 key in http header api key in http header instructions you need to generate your api key/token login to your better proposals account using your credentials navigate to the api key generator section in your account click the generate api key button retrieve the displayed api key/token optionally, regenerate your existing api key/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 pg5vu7 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 page 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, allowing you to initiate and customize a fresh proposal from scratch make an api call allows you to make a custom api request to the service using your own parameters and authorization, giving you flexibility to access any supported endpoint watch new proposals this module activates whenever a brand new proposal is added, allowing you to automatically respond or take action each time a proposal is created watch opened proposals triggers when someone opens a proposal, allowing you to take action as soon as a proposal is viewed watch paid proposals triggers when a payment is successfully received for a proposal, allowing you to take action whenever a proposal has been fully paid watch sent proposals triggers when a new proposal is successfully sent, allowing you to start automated workflows whenever a proposal is delivered to a recipient watch signed proposals triggers when a proposal has been successfully signed, allowing you to take action whenever a document receives a completed signature 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