Better Proposals
Prospects ready to buy should not wait for manual proposal creation. Your AI agent qualifies leads, generates proposals from templates, and tracks document status in Better Proposals. Sales cycles accelerate when proposals follow conversations automatically.
From lead qualification to signed deals, your AI agent automates Better Proposals tasks to keep your sales pipeline moving.
Better Proposals
See how sales teams use AI agents with Better Proposals to eliminate manual document tasks and close deals faster.
A sales rep asks which proposals were opened today. Your AI Agent queries Better Proposals' opened proposals endpoint, retrieves the list with view timestamps and client names, and delivers a prioritized follow-up list. The rep calls warm prospects immediately instead of waiting for CRM reports.
A sales manager asks for current pipeline status during a morning meeting. Your AI Agent fetches proposal counts by status from Better Proposals, summarizes sent, viewed, and signed deals, and highlights stalled opportunities. The team gets instant visibility without logging into multiple systems.
A prospect just signed their proposal and asks about next steps. Your AI Agent confirms the signed status via Better Proposals API, retrieves agreement details, and triggers onboarding workflows. New clients experience seamless transitions without handoff delays between sales and delivery teams.
Better Proposals
FAQs
The agent uses Better Proposals' status-specific endpoints like Get Opened Proposals, Get Signed Proposals, and Get Sent Proposals. When you ask about deal status, the agent queries the appropriate endpoint and returns proposals matching that stage with client details and timestamps.
The agent can retrieve templates and client data from Better Proposals. Full proposal creation requires Premium or Enterprise plans with API access. The agent prepares all necessary data, making proposal generation a one-click action for your team.
API access requires Better Proposals Premium or Enterprise plan. The API key is found in Integrations and API settings. Free trial users can test functionality, but production use requires a paid subscription with API access enabled.
No. Tars queries Better Proposals APIs in real-time. Proposal metadata, client information, and status updates are fetched live during conversations. Your actual proposal content and documents remain exclusively in Better Proposals.
Yes. Combined with webhooks or polling, the agent can monitor for newly signed proposals and trigger notifications via Slack, email, or SMS. Configure alert rules in your Tars workflow to stay informed of closed deals.
Zapier triggers automated workflows. Tars AI Agents have conversations, answering questions like 'Which proposals are stalled?' with real-time data. The agent interprets natural language queries and takes context-aware actions beyond simple trigger-action automations.
The agent checks for existing clients before creating duplicates. If a match is found by email, the agent retrieves the existing record instead of creating a new one. This prevents data clutter and maintains clean CRM hygiene.
Yes. If your account manages multiple brands, the agent can filter and retrieve proposals by brand. Configure brand-specific contexts in your agent to ensure responses reflect the appropriate business identity.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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