Better Proposals by Synergetic

better proposals is an online platform for creating, sending, and tracking digital proposals integrating better proposals with make com lets users automate proposal creation, status tracking, and follow up actions based on client engagement within their sales workflows 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 https //betterproposals io 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 with an active api token, https //betterproposals io app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/better proposals community/ 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 token api token instructions you need to generate your api token log in to your better proposals account navigate to the api key generator section click the generate api key button copy the displayed api key/token optionally, you can 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}} https //www make com/en/register , 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 account 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 docid\ so88fm6pkt0g adkddfzz 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 submit a fresh offer or plan within your workflow make an api call allows you to make a custom api request to the service using your authorized account, giving you flexibility to access any endpoint or perform actions not covered by the standard modules watch new proposals triggers whenever a brand new proposal is added to your account, allowing you to automatically start workflows whenever a proposal is created watch opened proposals triggers when a user opens a proposal, allowing you to automatically start workflows or actions whenever someone views a proposal watch paid proposals triggers when a payment is successfully made on a proposal, allowing you to take action whenever a client completes payment for a proposal watch sent proposals triggers when a new proposal is sent, allowing you to automatically start workflows or actions whenever a proposal is issued watch signed proposals triggers when someone signs a proposal, letting you take action as soon as a document is officially approved templates you can look for more templates in https //www make com/en/templates , 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 https //community make com/search?q=better%20proposals https //betterproposals io https //betterproposals io/learn/articles and guides https //betterproposals io/resources/api/ https //www make com/en/integrations/better proposals community