Better Proposals by Maxmel Tech

better proposals is an online platform for creating, sending, and tracking professional business proposals integrating better proposals with make com enables users to automate proposal creation, track proposal status, and trigger workflows based on client interactions 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/learn/articles and guides 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 an active better proposals account on a premium or enterprise plan and an api key, 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 locate and note your api key/token displayed on the page if needed, you can regenerate your existing api key/token from the same section 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}} 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 based on the details you provide, allowing you to customize it to fit your specific 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 own parameters and authorization, giving you flexibility to access any supported endpoint watch new proposals monitors and notifies you whenever a new proposal is created, so you can stay up to date with the latest submissions watch opened proposals monitors and notifies you whenever a new proposal is opened, so you can stay updated on the latest opportunities 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 all outgoing proposals watch signed proposals monitors and notifies you whenever a new proposal has been signed, so you can stay updated on completed agreements 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