Better Proposals
ProductivityAPI key
Better Proposals creates business proposals. Read proposals by status, templates, quotes, document types and settings.
20 actions
| Action | Effect | Data handled | Scope |
|---|---|---|---|
| better_proposals_get_settingsGet current Better Proposals account settings such as tax and timezone defaults | read | General | |
| better_proposals_get_brand_settingsGet default Better Proposals brand settings such as brand name and tax defaults | read | General | |
| better_proposals_list_proposalsList Better Proposals proposals with optional pagination and document type filtering | read | Personal data | |
| better_proposals_list_new_proposalsList Better Proposals proposals that are currently in the new proposal lifecycle state | read | Personal data | |
| better_proposals_list_sent_proposalsList Better Proposals proposals that have been sent to recipients | read | Personal data | |
| better_proposals_list_opened_proposalsList Better Proposals proposals that have been opened by recipients | read | Personal data | |
| better_proposals_list_signed_proposalsList Better Proposals proposals that have been signed by recipients | read | Personal data | |
| better_proposals_list_paid_proposalsList Better Proposals proposals that have been paid | read | Personal data | |
| better_proposals_get_proposalGet details for a single Better Proposals proposal by ID | read | Personal data | |
| better_proposals_get_proposal_countGet the total Better Proposals proposal count for the connected account | read | General | |
| better_proposals_list_templatesList Better Proposals templates with optional pagination | read | General | |
| better_proposals_get_templateGet details for a single Better Proposals template by ID | read | General | |
| better_proposals_list_document_typesList Better Proposals document types with optional pagination | read | General | |
| better_proposals_list_quotesList Better Proposals quotes with optional pagination | read | Personal data | |
| better_proposals_get_quoteGet details for a single Better Proposals quote by ID | read | Personal data | |
| better_proposals_list_companiesList Better Proposals companies with optional pagination | read | Personal data | |
| better_proposals_get_companyGet details for a single Better Proposals company by ID | read | Personal data | |
| better_proposals_list_currenciesList Better Proposals currencies with optional pagination | read | General | |
| better_proposals_get_currencyGet details for a single Better Proposals currency by ID | read | General | |
| better_proposals_list_merge_tagsList Better Proposals custom merge tags with optional pagination | read | General |