Actionist·Better Proposals

Better Proposals

· #356 most-used

Create, send, and close proposals without leaving your workflow

CRMSalesProductivityDocumentsFinanceAutomationPayments

Better Proposals is a proposal software platform that lets teams create visually polished, branded proposal documents with built-in e-signatures and payment collection. Every proposal tracks exactly when the recipient opened it, how long they spent on each section, and whether they signed and paid — giving sales and account teams real-time visibility into buyer intent. Connect it to Actionist and your agents can create proposals automatically from CRM deal stages, monitor proposal engagement and alert reps the moment a prospect opens a document, trigger client onboarding the instant a proposal is signed, reconcile paid contracts with your revenue tracker, and audit your template library for outdated pricing or legal terms — all without anyone logging into the Better Proposals dashboard.

Try Better Proposals with ActionistVisit Better Proposals
Average time saved
9 hours
per person · per month
≈ 1 workdays back

Eliminates manual work. Agents eliminate the manual cycle of building proposals from scratch, logging payment and signature events to spreadsheets and CRMs, and performing template audits — all tasks that recur daily or weekly across sales, finance, and operations teams.

Schedule

What your Better Proposals agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
Tue–Thu
Tue
Wed
Thu
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

Better Proposals × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
8Apps spanned
~28 hrsSaved / week
5Personas served
For sales
Featured4 apps

CRM deal triggers a pre-filled proposal draft in minutes

When a HubSpot deal enters the Proposal stage, the agent selects the appropriate template, creates a pre-filled Better Proposals document with the client's company details, and delivers a draft link to the rep via Slack — all before the rep has opened their laptop. Average proposal creation time drops from 45 minutes to under 5.

~10 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a HubSpot deal moves to the Proposal stage
Trigger
Step 1
HubSpot
Deal moves to Proposal stage
read
Step 2
Better Proposals
Get All Templates to find the matching service template
write
Step 3
Better Proposals
Create Proposal pre-filled with client details from HubSpot
write
Step 4
Slack
Post draft proposal link to the rep's Slack DM for review
write
Step 5
Google Calendar
Schedule a send-proposal reminder for 24 hours later
Result
Create Proposal pre-filled with client details from HubSpotPost draft proposal link to the rep's Slack DM for reviewSchedule a send-proposal reminder for 24 hours later
The win
Saved per run
40 min
Runs / week
~15×
Reps spend minutes reviewing, not hours building proposals
Driven bySales Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    35 min / week
    Manual proposal creation from scratch

    Reps open Better Proposals, select a template, manually type in the client's details, adjust pricing, and then proofread before sending — typically 30-45 minutes per proposal.

    Sales Agent
    0 min
    Agent drafts the proposal from the CRM deal in under 5 minutes

    When a deal moves to Proposal stage, the agent selects the right template, creates a pre-filled Better Proposals document, and delivers a draft link to the rep — all before the rep opens a browser tab.

  • Marketing
    20 min / week
    Manual proposal conversion analysis

    Someone manually exports the proposal list, pastes data into a spreadsheet, groups by template, and calculates conversion rates — a task that often gets skipped because it takes too long.

    Marketing Agent
    0 min
    Agent surfaces which templates are converting and which are not

    Each week the Marketing Agent retrieves all proposals grouped by template, calculates open-to-sign conversion rates, and posts a ranked template performance digest — so content and design decisions are data-driven.

  • Customer Support
    15 min / week
    Manual contract lookup for support disputes

    The support rep asks sales for the original proposal, sales searches their inbox or Better Proposals, finds the document, and emails the PDF — typically taking 20-40 minutes and often delaying the client response.

    Customer Support Agent
    0 min
    Agent retrieves the signed proposal before the support rep responds

    When a scope dispute ticket arrives, the agent fetches the original signed proposal details and attaches the relevant sections to the ticket record — the support rep has the authoritative evidence before they type their first reply.

  • Human Resources
    20 min / week
    Manual offer letter preparation

    HR opens Better Proposals, selects the offer letter template, manually enters the candidate's details from the ATS, exports the PDF, and emails it to the hiring manager — typically 30 minutes per offer.

    Human Resources Agent
    0 min
    Agent creates the offer letter the moment a candidate reaches offer stage

    When an ATS deal stage triggers, the agent creates a pre-filled offer letter in Better Proposals with the candidate's name, role, and salary, and notifies the hiring manager with a review link — the offer letter is ready before the offer call.

  • Finance
    25 min / week
    Manual payment logging from Better Proposals

    A finance team member checks Better Proposals for new payments each day, manually copies the client name, amount, and date into the revenue spreadsheet, and updates the monthly total.

    Finance Agent
    0 min
    Agent updates the revenue ledger within a minute of payment

    When the Proposal Paid trigger fires, the agent retrieves the contract value and writes a payment row to the monthly revenue ledger in Google Sheets — the finance team has accurate cash-flow data without opening Better Proposals.

  • Operations
    30 min / week
    Manual sales-to-delivery handoff after signing

    The sales rep emails the operations team to confirm a new signed client, the ops team waits for the proposal PDF, manually creates the project, and updates the CRM — a process that often takes hours or until the next day.

    Operations Agent
    0 min
    Agent triggers onboarding the moment a proposal is signed

    When the Proposal Signed trigger fires, the Operations Agent creates the project, assigns the team, archives the contract, and updates the CRM — all within about a minute and with no manual handoff from sales to delivery.

  • Legal
    12 min / week
    Manual quarterly legal template review

    A member of the legal team opens every proposal template in Better Proposals one by one, reads the terms and conditions section, and flags outdated versions in a separate document — typically a half-day task per quarter.

    Legal Agent
    0 min
    Agent runs the quarterly template terms audit automatically

    The Legal Agent retrieves every proposal template, checks the terms sections against current approved language, and delivers a prioritised list of templates needing review — a task that previously required a legal team member to manually open each template.

+ 100s of other Better Proposals automations
Average time saved
16 hrs / person / month
Calculator

Calculate what your team saves

Team size
5 people
Hourly rate
$75 / hr
Hours saved / week
11
Hours saved / year
550
Annual ROI
$41,250

Based on Better Proposals's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.2 hrs / person / week of admin work automated.

Connect

How to plug Better Proposals into Actionist

Pick the connection method that suits your environment.

Connect Better Proposals to Actionist using your API token. Generate the token from Settings → Integrations → API inside your Better Proposals account. API access requires a Premium or Enterprise plan.

1
Confirm your plan

Log in to your Better Proposals account. You will need a Premium or Enterprise plan to access the API.

2
Generate your API token

Go to Settings → Integrations → API and click Generate Token to create your personal API token.

3
Paste into Actionist and test

Copy the token and paste it into the API token field in Actionist. Click Test connection — Actionist will make a read-only call to confirm the handshake before any actions run.

Credentials you'll need
API token*
Better Proposals → Settings → Integrations → API → Generate token
Actions

16 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

5 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

FAQs

Questions about Better Proposals + Actionist

How does Actionist connect to Better Proposals?
Go to the Apps tab in Actionist, find Better Proposals, and click Connect. You will be prompted for your Better Proposals API token. To get one, log in to your Better Proposals account, navigate to Integrations > API, and generate a token. Paste it into Actionist and click Test connection — Actionist runs a read-only call to confirm the handshake before any actions run. API access requires a Premium or Enterprise plan on Better Proposals.
What permissions does the agent need on my Better Proposals account?
Your Better Proposals API token grants the same permissions as the account that generated it. To create proposals, retrieve proposal data, manage templates, and create quotes, the token needs to belong to an account owner or a user with full administrative rights. Read-only tasks (fetching proposal lists, checking status) work with any account role. Generate the token from Settings > Integrations > API in your Better Proposals account.
Can I connect Better Proposals to other apps in the same workflow?
Yes — Better Proposals becomes most powerful when combined with the apps where your client data lives. Common combinations: create a proposal automatically when a deal moves to a specific stage in your CRM (HubSpot, Salesforce); fetch signed proposal details and update a Google Sheet with contract value; notify the sales team in Slack when a proposal is opened or signed; sync company data from Better Proposals into your project management tool when a proposal is paid. Any of Actionist's connected apps can send or receive data alongside Better Proposals in the same workflow.
What are the most common things agents do with Better Proposals?
The four patterns that come up most often: (1) CRM-triggered proposal creation — when a deal reaches a specific stage, the agent creates a proposal from a saved template and pre-fills client details from the CRM; (2) proposal engagement monitoring — fetching opened proposals on a schedule and alerting reps to follow up on prospects who have viewed but not yet signed; (3) contract pipeline tracking — pulling lists of signed and paid proposals into a Google Sheet or Notion database for revenue reporting; (4) quote-to-proposal automation — generating a formal proposal from an approved quote without any manual copy-paste.
How quickly do Better Proposals triggers fire in Actionist?
Better Proposals triggers in Actionist fire on a polling cadence — within about a minute of the event occurring in Better Proposals. The five available triggers are: New Proposal (any proposal created), Proposal Opened (prospect first views), Proposal Sent (proposal dispatched), Proposal Signed (e-signature complete), and Proposal Paid (payment received). These cover the full proposal lifecycle so downstream actions in your CRM, Slack, or accounting system can react to each stage.
Can Actionist create proposals from my saved Better Proposals templates?
Yes. The Create Proposal action accepts a template ID parameter — use Get All Templates first to retrieve the ID of the template you want. Pass the template ID along with the client company details and the agent builds the proposal from that saved design. This means your branded, section-structured proposal templates are always the starting point, so agents never produce blank-slate documents.
Are there API limits I need to know about before automating proposal creation at scale?
Better Proposals API access requires a Premium or Enterprise plan — it is not available on Starter plans. Within those plans, API calls are not metered per-call but are subject to fair-use rate limiting. For high-volume proposal creation (for example, generating dozens of proposals in a batch from a CRM import), spread the agent tasks over a few minutes to stay comfortably within the limits. Contact Better Proposals support if you need confirmation of specific rate thresholds for your plan.
How does Actionist handle the proposal signing and payment triggers?
Better Proposals includes an e-signature feature built into every proposal. When the Proposal Signed trigger fires in Actionist, the agent receives the signed proposal's details — including the signer's name and timestamp — so you can immediately update a CRM deal stage, generate an invoice in your accounting tool, kick off an onboarding workflow, or archive the contract to Google Drive. The Proposal Paid trigger follows the same pattern once payment is collected through the proposal's embedded payment integration.