Beyond-Bot.ai Logo+better_proposals Logo

Beyond-Bot.ai + better_proposals

Better Proposals is a web-based proposal creation tool that enables users to send professionally designed proposals.

What You Can Do with this Integration

Automate Data Entry

Automatically sync new contacts or deals from Beyond-Bot.ai to better_proposals.

Enrich Customer Profiles

Use Beyond-Bot.ai to find and add new information to your records in better_proposals.

Trigger Workflows

Start automated workflows in better_proposals based on conversations with your virtual expert.

Available Actions

Here are the specific actions your virtual expert can perform within better_proposals.

Better Proposals Better Proposals Get All Document Types

Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.

Better Proposals Create Company

Tool to create a new company. use after confirming the company does not already exist.

Better Proposals Create Document Type

Tool to create a new document type. use after confirming the desired type name does not already exist.

Better Proposals Create Proposal Cover

Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.

Better Proposals Get All Companies

Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.

Better Proposals Get All Currencies

Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.

Better Proposals Get All Document Types

Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.

Better Proposals Get All Proposals

Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.

Better Proposals Get All Quotes

Tool to retrieve a paginated list of all quotes. use after setting pagination parameters.

Better Proposals Get All Templates

Tool to retrieve a paginated list of all templates. use when you need to list available templates for selection.

Better Proposals Get Brand Settings

Tool to retrieve settings for the default brand. use when you need default-brand configuration (colors, tax, name, etc.) before creating or customizing documents.

Better Proposals Get Company

Tool to retrieve details of a specific company. use when you need company metadata by id.

Better Proposals Get Currency

Tool to retrieve details of a specific currency. use when you need currency metadata by id.

Better Proposals Get New Proposals

Tool to retrieve all new proposals. use after validating credentials when you need only newly created proposals.

Better Proposals Get Opened Proposals

Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.

Better Proposals Get Paid Proposals

Tool to retrieve all paid proposals. use when you need to list proposals that have been paid.

Better Proposals Get Proposal Count

Tool to retrieve the total count of proposals. use when you need to know how many proposals exist.

Better Proposals Get Quote

Tool to retrieve details of a specific quote. use when you need full quote data by id.

Better Proposals Get Sent Proposals

Tool to retrieve all sent proposals. use after dispatching proposals to clients to list them.

Better Proposals Get Settings

Tool to retrieve current account settings. use when you need default currency, tax, and timezone configuration before creating proposals.

Better Proposals Get Signed Proposals

Tool to retrieve all signed proposals. use when you need to list proposals clients have signed after confirming credentials.

Better Proposals Get Template

Tool to retrieve details of a specific template. use after selecting the template id to fetch metadata.