Better Proposals by Codex Solutions

better proposals is an online proposal software that streamlines creating, sending, tracking, and signing proposals, with automation and templates integrating with make com would automate workflows, enhance sales processes, and connect proposal actions to 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 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=betterproposals 6a6khv 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 key in header api key in header 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 the page will display your api key or token optionally, you can regenerate your existing api key or token 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=betterproposals 6a6khv 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 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 document type creates a brand new document type, allowing you to define a custom structure for your documents create a proposal create a new proposal this module allows you to generate and submit a brand new proposal within your selected app, making it easy to kick off new projects or business opportunities directly from your automated workflow create a proposal cover generate a brand new proposal cover to introduce your project or idea in a professional and visually appealing format this module helps you quickly create a polished cover page tailored to your proposal’s needs get a company retrieve detailed information about a specific company using its unique id get a currency retrieve detailed information about a specific currency using its unique id get a template retrieve a specific template using its unique id this module allows you to access detailed information about a particular template by providing its identifier list all companies retrieves a complete list of all companies, allowing you to view and manage company records within your account list all currencies the "list all currencies" module retrieves a comprehensive list of all available currencies from the connected service this allows you to view and use up to date currency information in your scenarios list all documents types retrieve a complete list of all available document types, helping you see which types you can work with in your workflows list all proposals retrieves a list of all proposals, allowing you to view and manage every proposal currently available in your account list all templates retrieves a complete list of all templates available in your account, making it easy for you to browse and select the ones you need for your projects make an api call allows you to make a custom api request to the service, using your authorized connection this lets you access features or endpoints that may not be available in the standard modules watch new proposal triggers when a new proposal is created, allowing you to automatically start workflows or actions based on each new proposal that comes in watch opened proposal monitors and instantly notifies you whenever a new proposal is opened, so you can stay updated and take action right away watch paid proposals monitor and receive notifications whenever a proposal is marked as paid, allowing you to keep track of completed transactions efficiently watch sent proposal monitors your account for any new proposals you’ve sent, and triggers when a new proposal is sent out watch signed proposals monitor signed proposals for updates or changes, allowing you to stay informed whenever a proposal is signed or its status is modified 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