Business proposals: templates, sending and signed documents. Your client pastes their Better Proposals key once, and your agent or your code works with their access.
Files and docs
About Better Proposals
Through Operate As, your agent, n8n workflow or code works in Better Proposals with your client's own access. Your client pastes their API key from Better Proposals once. We store it encrypted, so it never sits in an email or a shared doc. Your agent reaches any endpoint of Better Proposals's API through the request tool, with the client's access attached.
Common uses in Files and docs
File documents where they belong
Read briefs, contracts and notes to act on
Share folders and keep versions in order
Better Proposals
Better Proposals · Files and docs
API key
Business proposals: templates, sending and signed documents
The client pastes their API key from Better Proposals's settings. We store it encrypted.
Tested against Better Proposals's live API.
Building with Better Proposals? The docs have setup steps and code for every tool.
Add a client, select the services, copy the link. You'll get an email the moment their access is ready. Start free, no card required. Paid plans are one flat monthly price, and a busy month never takes your agents offline.