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. |
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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 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.
App installation
To install this app, you need Admin, Owner, or App Developer permissions. Learn more about organization roles.Learn more about organization roles
Go to the Make integration page.
Click the Install button.
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.
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 Make
Log in in your Make account, add the Better Proposals module to your scenario, 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 applicationConnect 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 scenarios.
Templates
You can look for more templates in Make's template gallery, 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 :