Connect Better proposals to OpenClaw on Operator.io
Better Proposals is a web-based tool for crafting and sending professional proposals. It helps teams impress clients and close deals faster with slick, easy-to-use templates.
Automate Better proposals with AI
Your OpenClaw agent lives on Operator and treats Better proposals as one more service it can drive. Send it an outcome in a Telegram or Discord message and it works out which of the 23 Better proposals actions to run, then runs them.
Your agent reaches Better proposals directly or through connectors like Composio MCP and Pipedream MCP, which handle the sign in and token refresh for you, so there is nothing to wire up and no API keys to paste.
What your agent can do with Better proposals
Your agent can call any of these Better proposals actions by name as part of a larger task. Ask for the outcome you want and it picks the right ones.
Create Company
Tool to create a new company. Use after confirming the company does not already exist.
Create Document Type
Tool to create a new document type. Use after confirming the desired type name does not already exist.
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.
Get All Companies
Tool to retrieve a paginated list of all companies. Use when listing available companies for display or selection.
Get All Currencies
Tool to retrieve a paginated list of all currencies. Use when listing available currency options before selection.
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.
Get All Proposals
Tool to retrieve a paginated list of all proposals. Use when you need to fetch proposals list after validating credentials.
Get All Quotes
Tool to retrieve a paginated list of all quotes. Use after setting pagination parameters.
Get All Templates
Tool to retrieve a paginated list of all templates. Use when you need to list available templates for selection.
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.
Get Currency
Tool to retrieve details of a specific currency. Use when you need currency metadata by ID.
Get New Proposals
Tool to retrieve all new proposals. Use after validating credentials when you need only newly created proposals.
Get Opened Proposals
Tool to retrieve all opened proposals. Use when you need proposals that recipients have opened.
Get Paid Proposals
Tool to retrieve all paid proposals. Use when you need to list proposals that have been paid.
Get Proposal
Tool to retrieve details of a specific proposal by ID. Use when you need complete proposal metadata and content.
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.
Get Sent Proposals
Tool to retrieve all sent proposals. Use after dispatching proposals to clients to list them.
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.
Get Template Details
Tool to retrieve details of a specific template. Use after selecting the template ID to fetch metadata.
List Merge Tags
Tool to retrieve custom merge tags with pagination support. Use when you need to list available merge tags for templates.
How to connect Better proposals
You authorize Better proposals once from your dashboard. Operator holds the connection and refreshes the access tokens on its own, so your agent keeps working with Better proposals without you signing in again. The same setup unlocks every other app your agent can reach, so you only do it once.
When you are ready, the get started guide walks through standing up your OpenClaw agent.
Common questions about Better proposals
- How do I connect Better proposals to Operator?
- Connecting Better proposals is a one time sign in from your Operator dashboard. Operator keeps the connection live and rotates the token on its own, so the agent stays connected to Better proposals and you never reauthorize by hand.
- Can my agent handle conversations and records in Better proposals?
- Yes. It can read and update tickets or deals, reply to people, and pull the queue back to you. Teams use it to triage what comes in, draft a first reply, and flag anything urgent, so Better proposals is already sorted before someone picks it up.
- Do I need to write code or manage Better proposals API keys?
- No. Operator manages the Better proposals connection and token refresh, so there are no API keys to paste and nothing to deploy.
- Can my agent use Better proposals together with my other apps?
- Yes. The same agent reaches every app you connect, so it can move between Better proposals and tools like Intercom, Zendesk, Gleap in one job, reading from one and acting in another without you wiring anything between them.
More apps to automate
Apps your agent runs alongside Better proposals, or browse all integrations.
Put your agent on Better proposals
Sign in, connect Better proposals, and hand your agent the work. Your first week is free.
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