Better Proposals × AmbactiBring Better Proposals into
the flow of work.
A little less busywork with Better Proposals.
Proposals8 capabilities+
- List proposals
Retrieve a list of all proposals.
- Get new proposals
Retrieve a list of new proposals.
- Get opened proposals
Retrieve a list of opened proposals.
- Get sent proposals
Retrieve a list of proposals that have been sent.
- Get paid proposals
Retrieve a list of paid proposals with optional pagination and filtering.
- Get proposal details
Retrieve the details of a specific proposal using its ID.
- Get total proposals
Retrieves the total count of proposals.
- Create proposal
Creates a new proposal in the system.
Proposal3 capabilities+
- Get signed proposals
Retrieve a list of signed proposals with pagination and optional filtering by type.
- Create proposal
Creates a new proposal with specified details.
- Create proposal cover
Creates a new cover for a proposal.
Template2 capabilities+
- List templates
Retrieve a list of all templates with pagination support.
- Get template details
Retrieve detailed information about a specific template using its ID.
Doctype2 capabilities+
- List document types
Retrieve a list of all document types with pagination support.
- Create document type
Creates a new document type.
Quote2 capabilities+
- Get all quotes
Retrieves a list of all quotes.
- Get quote details
Retrieves details of a specific quote by ID.
Frequently asked
questions.
What could an Ambacti integration do with Better Proposals?
The documented operations include Proposals: List proposals; Proposals: Get new proposals; Proposals: Get opened proposals; Proposals: Get sent proposals.
Could I keep a workflow read-only?
For a read-only workflow, limit account permissions to reading data and exclude actions that create, update, or delete records.
Will every action run automatically?
Choose which steps could run on their own and which should pause for review. Changes should follow the permissions and approval rules you set.
Do I need to review actions in Better Proposals?
Decide which work could run on its own and which steps need your review.