Better Proposals

Better Proposals logo
Presents sales proposals as branded web pages that clients can read, sign, and pay for online.

Better Proposals API

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API key. API key; API access on: Premium or EnterpriseSource

MCP server

What it is
Vendor lists an MCP server (Premium) but publishes no endpoint or setup page; the Zapier URL previously stored is not the vendor's. Endpoint unverified

Checked on 2026-10-10 in the developer documentation.

How to automate Better Proposals

Native integrations

The vendor lists CRM integrations that search your CRM and pull contact details into a proposal, payment integrations, Zapier and live chat. Project management integrations are marked as coming soon. One idea: when a deal reaches the proposal stage in HubSpot, create the proposal from a template with the contact details filled in.

API and webhooks

Better Proposals has an API with endpoints for proposals, templates, quotes and companies. After the trial it works on the Premium and Enterprise plans. One idea: create a proposal from a template using data from your own quoting sheet. Check the API reference for webhook support.

No-code automation

Zapier is named as an integration, and Nudge can trigger through Zapier. One idea: when a proposal is signed, create a project in your task tool and post a message in Slack for the delivery team.

MCP server

There is no official MCP server yet.