Better Proposals

Tools (23)

• Create Company

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

  Inputs: CompanyName

• Create Document Type

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

  Inputs: TypeName, TypeColour

• 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.

  Inputs: BrandID, BGColour, Headline, CoverName, Subheader, TextAlign, ButtonText, TextColour, ButtonStyle

• Get All Companies

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

  Inputs: page, per_page

• Get All Currencies

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

  Inputs: page, per_page

• 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.

  Inputs: page, per_page

• Get All Proposals

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

  Inputs: page, type, per_page

• Get All Quotes

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

  Inputs: page, per_page

• Get All Templates

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

  Inputs: page, per_page

• 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.

• Get Company

  Tool to retrieve details of a specific company. Use when you need company metadata by ID.

  Inputs: company_id

• Get Currency

  Tool to retrieve details of a specific currency. Use when you need currency metadata by ID.

  Inputs: currency_id

• Get New Proposals

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

  Inputs: page, type, per_page

• Get Opened Proposals

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

  Inputs: page, type, per_page

• Get Paid Proposals

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

  Inputs: page, type, per_page

• Get Proposal

  Tool to retrieve details of a specific proposal by ID. Use when you need complete proposal metadata and content.

  Inputs: proposal_id

• Get Proposal Count

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

• Get Quote

  Tool to retrieve details of a specific quote. Use when you need full quote data by ID.

  Inputs: quote_id

• Get Sent Proposals

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

  Inputs: page, type, per_page

• Get Settings

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

• Get Signed Proposals

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

  Inputs: page, type, per_page

• Get Template Details

  Tool to retrieve details of a specific template. Use after selecting the template ID to fetch metadata.

  Inputs: template_id

• List Merge Tags

  Tool to retrieve custom merge tags with pagination support. Use when you need to list available merge tags for templates.

  Inputs: page, per_page