How to integrate Better Proposals

Created by Maja Bradonjic, Modified on Fri, 31 Mar, 2023 at 12:14 PM by Ivana B

TABLE OF CONTENTS

Description
Entities
Steps

Description

Better Proposals helps you create your proposals faster, makes them look more professional and gives you all the tools you need to win the job as quick as possible. Knowing when your proposals are opened, forwarded and downloaded helps you follow up at exactly the right time in the most appropriate way. Allowing your clients to sign your proposals online means you can strike while the iron is hot. Sending better proposals creates you a better business.

Entities

Source	Target
Get Proposals	Create Proposals
Get Companies	Create Companies

Steps

Step 1.

Either while Creating a Task or in the Integrations menu.

Enter the name of the integration in the search bar.

Selecting the Better Proposals Integration

Step 2.

Enter the Name of the Integration.

You can optionally also enter a description.

Naming the Integration

Step 3.

You will be prompted for the API Key.

Inserting the API Key

Step 4.

To obtain your API Key, go to your Better Proposals account and Click on Profile Picture option at the upper right corner and select Integrations.

Selecting integrations panel inside Better Proposals

Step 5.

A new tab will be opened go to API and Click on Generate API Key and copy it.

Step 6.

In Final Step paste the API Key token in integration settings and click on Finish.

Better Proposals is just one of the tools we support!

To check the list of the tools and features we support please click here!

If you don't see your favorite tool on our list, please take the time and send us the request here to create an integration for you or UP-vote if it's already on the list :)

We develop integrations based on the requests and up-votes :)

We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!