Add Better Proposals to your AI agent
Better Proposals is a web-based proposal creation tool that enables users to send professionally designed proposals.
- Things your agent can do in Better Proposals
- 23
Things your AI can do in Better Proposals
Your FormWise AI can handle any of these in Better Proposals — on its own, without you needing to click a button.
Create Company
PopularTool to create a new company. Use after confirming the company does not already exist.
Create Document Type
PopularTool to create a new document type. Use after confirming the desired type name does not already exist.
Create Proposal Cover
PopularTool 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
PopularTool to retrieve a paginated list of all companies. Use when listing available companies for display or selection.
Get All Currencies
PopularTool to retrieve a paginated list of all currencies. Use when listing available currency options before selection.
Get All Document Types
PopularTool to retrieve a paginated list of all document types. Use when you need to display or select a document type ID.
Get All Proposals
PopularTool to retrieve a paginated list of all proposals. Use when you need to fetch proposals list after validating credentials.
Get All Quotes
PopularTool to retrieve a paginated list of all quotes. Use after setting pagination parameters.
Get All Templates
PopularTool to retrieve a paginated list of all templates. Use when you need to list available templates for selection.
Get Brand Settings
PopularTool 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
PopularTool to retrieve details of a specific company. Use when you need company metadata by ID.
Get Currency
PopularTool to retrieve details of a specific currency. Use when you need currency metadata by ID.
Show 11 more things it can do
Get New Proposals
PopularTool to retrieve all new proposals. Use after validating credentials when you need only newly created proposals.
Get Opened Proposals
PopularTool to retrieve all opened proposals. Use when you need proposals that recipients have opened.
Get Paid Proposals
PopularTool to retrieve all paid proposals. Use when you need to list proposals that have been paid.
Get Proposal
PopularTool to retrieve details of a specific proposal by ID. Use when you need complete proposal metadata and content.
Get Proposal Count
PopularTool to retrieve the total count of proposals. Use when you need to know how many proposals exist.
Get Quote
PopularTool to retrieve details of a specific quote. Use when you need full quote data by ID.
Get Sent Proposals
PopularTool to retrieve all sent proposals. Use after dispatching proposals to clients to list them.
Get Settings
PopularTool to retrieve current account settings. Use when you need default currency, tax, and timezone configuration before creating proposals.
Get Signed Proposals
PopularTool to retrieve all signed proposals. Use when you need to list proposals clients have signed after confirming credentials.
Get Template Details
PopularTool to retrieve details of a specific template. Use after selecting the template ID to fetch metadata.
List Merge Tags
PopularTool to retrieve custom merge tags with pagination support. Use when you need to list available merge tags for templates.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Better Proposals is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Better Proposals, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Better Proposals for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Better Proposals work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Better Proposals to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Better Proposals in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Better Proposals.
- 3
Hit "Connect"
Click "Connect Better Proposals" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Better Proposals
Build a quick AI Agent (it's like writing instructions, not code), and pick the Better Proposals actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Better Proposals for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Better Proposals workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Better Proposals users had before signing up
Do I need to know how to code?
Not even a little. If you can use Better Proposals today, you can set this up. You'll connect Better Proposals, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Better Proposals login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Better Proposals or delete everything any time.
What happens when Better Proposals updates their app?
We handle it. When Better Proposals adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Better Proposals takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Better Proposals — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Better Proposals on FormWise
Better Proposals is a web-based proposal creation tool that enables users to send professionally designed proposals.
Connect Better Proposals once and your FormWise AI gets 23 things it can do inside it. That means your AI can handle the Better Proposals work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Better Proposals? Take a look at betterproposals.io.
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Stop doing the Better Proposals work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.