BetterProposals

Sales & Marketing

BetterProposals is a digital proposal platform that helps you create, send, and track beautifully designed proposals. Automate proposal generation, e-signature collection, and follow-up actions to close deals faster and streamline your sales process..

Total Modules (17)

Trigger

Watch New Proposal

Watch New Proposal

Trigger

Watch Opened Proposal

Watch Opened Proposal

Trigger

Watch Paid Proposals

Watch Paid Proposals

Trigger

Watch Sent Proposal

Watch Sent Proposal

Trigger

Watch Signed Proposals

Watch Signed Proposals

Action

Get a Template

Get a template by its ID

Action

Get a Company

Get a company by its ID

Action

Create a Document Type

Create a new document type

Action

Create a Proposal

Create a new proposal

Action

Create a Proposal Cover

Create a new proposal cover

Action

Get a Currency

Get a currency by its ID

Search

List all Companies

Get list of all compaines

Search

List all Currencies

List all currencies

Search

List all Documents Types

Get all document types

Search

List all Proposals

List all Proposals

Search

List all Templates

List all Templates

Universal

Make an API Call

Performs an arbitrary authorized API call.

Triggers Modules (05)

Trigger

Watch New Proposal

Watch New Proposal

Trigger

Watch Opened Proposal

Watch Opened Proposal

Trigger

Watch Paid Proposals

Watch Paid Proposals

Trigger

Watch Sent Proposal

Watch Sent Proposal

Trigger

Watch Signed Proposals

Watch Signed Proposals

Action Modules (06)

Action

Get a Template

Get a template by its ID

Action

Get a Company

Get a company by its ID

Action

Create a Document Type

Create a new document type

Action

Create a Proposal

Create a new proposal

Action

Create a Proposal Cover

Create a new proposal cover

Action

Get a Currency

Get a currency by its ID

Universal Modules (01)

Universal

Make an API Call

Performs an arbitrary authorized API call.

Missing a module? Request it here
How To Install

Follow our step-by-step instructions to set up this integration within your Make.com environment.

If you do not already have a Make.com account, you can sign up for free and receive 10,000 complimentary operation credits.
Click the link below to create your account and start building automations right away

SignUp at Make.com

After completing your payment, you will receive an email from us containing your unique access code along with a link to install the app.
Please be sure to check your inbox as well as your spam or junk folder if you do not see the email within a few minutes.
To proceed, simply follow the installation link provided in the email to integrate the app into your Organization.

To install the application in your Make organization, please click the button below

Install App

To complete the configuration process, please follow these steps:

Watch the setup walkthrough

Click the button below to view the detailed guide on YouTube.

Watch Video on YouTube

Enter all required credentials and configuration fields (if applicable)

Start using your newly installed app and automate your workflows with confidence

Available Category Type

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