--- title: Better Proposals by Codex Solutions slug: betterproposals-6a6khv description: How to integrate Better Proposals with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_better-proposals-community.png docTags: createdAt: 2025-11-12T12:22:19.668Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/better-proposals-community.png" alt caption size="50" width="512" height="512"}

:inlineImage[]{src="https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/JoAJhvSlBlBIvHteHmo_y-20251023-115411.jpeg" alt caption size="46" width="400" height="128"} | 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. | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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](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, [create your account on Better Proposals.](https://betterproposals.io/) # App installation :::hint{type="info"} To install this app, you need Admin, Owner, or App Developer permissions. [Learn more about organization roles.](docId:-FOYcASPYP9uYKGm7LQPB) ::: ::::WorkflowBlock :::WorkflowBlockItem Go to the [Make integration page](https://www.make.com/en/integrations/better-proposals-community/). ::: :::WorkflowBlockItem Click the **Install** button. ::: :::WorkflowBlockItem **Follow** the on-screen instructions to complete the setup. ::: :::: # Connect Better Proposals and Make To get started, you must first create a connection between Better Proposals and Make, 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. ::::WorkflowBlock :::WorkflowBlockItem Log in to your Better Proposals account. ::: :::WorkflowBlockItem Navigate to the API key generator section. ::: :::WorkflowBlockItem Click the Generate API Key button. ::: :::WorkflowBlockItem The page will display your API Key or Token. ::: :::WorkflowBlockItem Optionally, you can regenerate your existing API Key or Token. ::: :::: :::hint{type="info"} 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 Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Better Proposals module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *in the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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](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 scenarios. :::ExpandableHeading ### Create a Document Type Creates a brand new document type, allowing you to define a custom structure for your documents. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Get a Company Retrieve detailed information about a specific company using its unique ID. ::: :::ExpandableHeading ### Get a Currency Retrieve detailed information about a specific currency using its unique ID. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### List all Companies Retrieves a complete list of all companies, allowing you to view and manage company records within your account. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### List all Proposals Retrieves a list of all proposals, allowing you to view and manage every proposal currently available in your account. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Watch Opened Proposal Monitors and instantly notifies you whenever a new proposal is opened, so you can stay updated and take action right away. ::: :::ExpandableHeading ### Watch Paid Proposals Monitor and receive notifications whenever a proposal is marked as paid, allowing you to keep track of completed transactions efficiently. ::: :::ExpandableHeading ### Watch Sent Proposal Monitors your account for any new proposals you’ve sent, and triggers when a new proposal is sent out. ::: :::ExpandableHeading ### 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 [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # Better Proposals resources You can have access to more resources related to this app on the following links : - [Better Proposals topics on Make community](https://community.make.com/search?q=Better%20Proposals) - [Better Proposals website](https://betterproposals.io/) - [Better Proposals documentation](https://betterproposals.io/learn/articles-and-guides) - [Better Proposals API documentation](https://betterproposals.io/resources/api/) - [Better Proposals page on make](https://www.make.com/en/integrations/better-proposals-community) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::