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Close
CRM (Customer Relationship Management)
monday.com
Project Management
ActiveCampaign
Marketing Automation
ClickUp
Project Management
HubSpot
Marketing Automation
Xero
Accounting
Close
CRM (Customer Relationship Management)
monday.com
Project Management
ActiveCampaign
Marketing Automation
ClickUp
Project Management
HubSpot
Marketing Automation
Xero
Accounting
QuickBooks Online
Accounting
Pipedrive
CRM (Customer Relationship Management)
LeadConnector
Marketing Automation
Join millions worldwide who automate their work using Zapier
Launch your first automated workflow
Create multiple spreadsheet rows in Google Sheets when new proposals are sent in Better Proposals
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Proposal
Triggers when a new proposal is created.
Try ItTriggerPolling - Proposal Paid
Triggers when a proposal is paid.
Try ItTriggerPolling - Proposal Signed
Triggers when a proposal is signed.
Try ItTriggerPolling
- Proposal Opened
Triggers when a proposal is opened.
Try ItTriggerPolling - Proposal Sent
Triggers when a proposal is sent.
Try ItTriggerPolling - CompanyRequired
- Short Description
- Brand
- Cover
- Template
- Currency
- Add Tax to the Proposal?
- Tax Name (e.g. VAT, IVA, GST)
- Tax Percentage
- Recipient First Name
- Recipient Last Name
- Recipient Email Address
- Eligible to Sign
ActionWrite
For builders
Let your AI safely access Better Proposals
Go beyond Zap workflows. Install Zapier in your AI to call Better Proposals actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in Better Proposals from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose Better Proposals actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Better Proposals connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "better-proposals", owner: "me" });
await zapier.runAction({
app: 'better-proposals',
action: 'create_proposal_v2',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
Better Proposals Help & Support
Common questions
About Better Proposals
Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
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