Better Proposals connector for Okou
Connect Better Proposals to inspect proposals and sales documents, read templates and account configuration, and create proposals, covers, quotes, companies, and document types.
Sales & operations · API Key
Use Better Proposals in Okou
Use the Better Proposals API to list and inspect proposals and other sales documents, templates, quotes, companies, currencies, document types, account settings, brands, and merge tags, or to create proposals, covers, quotes, companies, and document types.
Once connected, supported Better Proposals actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Better Proposals
- List and inspect proposals and other sales documents, including their status, contacts, pricing, and signing or payment information.
- List proposal templates and inspect one template.
- List Better Proposals document types.
- List quotes and inspect one quote.
- List companies and inspect one company.
- List supported currencies and inspect currency metadata and payment-provider support.
- Read account settings, brand settings, and custom merge-tag definitions.
- Create a proposal or other sales document, optionally copying a template and creating a referenced company or document type.
How the Better Proposals connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Better Proposals
Choose API Key.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Better Proposals securely
Use the connection method that fits your account and grant only the access the workflow needs.
- API Key
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
Better Proposals connector questions
- What can Okou do with Better Proposals?
- Connect Better Proposals to inspect proposals and sales documents, read templates and account configuration, and create proposals, covers, quotes, companies, and document types. Documented actions include: List and inspect proposals and other sales documents, including their status, contacts, pricing, and signing or payment information. List proposal templates and inspect one template.
- How do I connect Better Proposals to Okou?
- Connect Better Proposals using API Key. The connection controls which supported actions a workflow can use.
- Can Better Proposals run in an automated workflow?
- Yes. After it is connected, supported Better Proposals actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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