An AI teammate for Better Proposals.
Connect Better Proposals and your Cicada agent works in it for you: 22 Better Proposals actions, from looking things up to making changes. Ask from iMessage, WhatsApp, Slack or the app, and keep it read-only if you only want it to look.
300 free credits. No card. Read-only if you want.
- Which Better Proposals invoices are overdue, and by how much?
- Check this month's Better Proposals payments against the sheet and flag anything that doesn't match.
- Send me money in and money out from Better Proposals every Monday.
- Draft reminders for the customers more than 30 days late in Better Proposals.
22 Better Proposals actions, picked for what you ask.
About Better Proposals: Better Proposals is a web-based proposal creation tool that enables users to send professionally designed proposals.
Reads
19 in all · always allowed- Get QuoteRetrieve details of a specific quote. use when you need full quote data by id.
- Get CompanyRetrieve details of a specific company. use when you need company metadata by id.
- Get CurrencyRetrieve details of a specific currency. use when you need currency metadata by id.
- Get SettingsRetrieve current account settings. use when you need default currency, tax, and timezone…
- Get All QuotesRetrieve a paginated list of all quotes. use after setting pagination parameters.
- Get All CompaniesRetrieve a paginated list of all companies. use when listing available companies for display or…
- Get All ProposalsRetrieve a paginated list of all proposals. use when you need to fetch proposals list after…
- Get All TemplatesRetrieve a paginated list of all templates. use when you need to list available templates for…
- Get New ProposalsRetrieve all new proposals. use after validating credentials when you need only newly created…
- Get All CurrenciesRetrieve a paginated list of all currencies. use when listing available currency options before…
- Get Brand SettingsRetrieve settings for the default brand. use when you need default-brand configuration (colors,…
- Get Paid ProposalsRetrieve all paid proposals. use when you need to list proposals that have been paid.
- Get Proposal CountRetrieve the total count of proposals. use when you need to know how many proposals exist.
- Get Sent ProposalsRetrieve all sent proposals. use after dispatching proposals to clients to list them.
- Get Opened ProposalsRetrieve all opened proposals. use when you need proposals that recipients have opened.
- Get Signed ProposalsRetrieve all signed proposals. use when you need to list proposals clients have signed after…
- Get Template DetailsRetrieve details of a specific template. use after selecting the template id to fetch metadata.
Changes
3 in all · off when Better Proposals is read-only- Create CompanyCreate a new company. use after confirming the company does not already exist.
- Create Document TypeCreate a new document type. use after confirming the desired type name does not already exist.
- Create Proposal CoverCreate a new proposal cover design. use when you need a custom cover design before sending out a…
Showing 20 of 22. Your agent can use every one of them; you don't pick them, you ask for the outcome.
Connected in a minute. In your control after that.
Connect Better Proposals
Open Connections, find Better Proposals and paste an API key from your Better Proposals account settings. Cicada checks it works before saving it.
Choose what it may do
Full, Ask first or Read-only, for the whole workspace. Share Better Proposals with the team, or keep it under each person's own login.
Ask from anywhere
Text your agent on iMessage or WhatsApp, message it in Slack or the app, or put a Better Proposals job on a schedule: every morning, every Friday.
Better Proposals, together with the rest of your stack.
Ask for an outcome that spans apps and your agent pulls from each one, cross-checks them and sends back one answer.
More finance & payments integrations
Often used alongside
Better Proposals and Cicada, answered.
Does Cicada integrate with Better Proposals?
Yes. Better Proposals is one of the 888 apps with a page here, and it connects with an API key. Once it's connected, every agent in your workspace can use it from any channel you talk to them on.
How do I connect Better Proposals?
Open Connections, find Better Proposals and paste an API key from your Better Proposals account settings. Cicada checks it works before saving it.
What can Cicada do in Better Proposals?
22 actions: 19 that read from Better Proposals and 3 that change things in it, for example get quote, get company, get currency. It picks the right ones for what you ask and chains them with your other apps.
Can I stop Cicada changing things in Better Proposals?
Yes. In Connections, set Better Proposals to Read-only and no agent in your workspace can create, change or delete anything in it; it can still read. Ask first lets it act but makes it check with you before each change.
Can I ask about Better Proposals from my phone?
Yes. Text your agent on iMessage or WhatsApp, or message it in Slack or the app. It answers in the same thread, and it can run Better Proposals jobs on a schedule, like every morning at 8.
Is my Better Proposals data safe?
Your Better Proposals login or key is stored on the server and never appears in a conversation. Disconnecting removes it. Every action an agent takes is in your activity log, and your data isn't used to train models.
One teammate. The output of a team.
Works nights, remembers every decision, answers in the thread. Start free with 300 credits.