get_company
Get Company
Retrieves detailed information about a specific company by its ID. Companies represent client organizations associated with proposals.
get_company
Retrieves detailed information about a specific company by its ID. Companies represent client organizations associated with proposals.
list_companies
Retrieves all client companies in the account. Companies represent client organizations and are associated with proposals. Supports pagination.
list_currencies
Retrieves all supported currencies. Use this to find the correct currency code when creating proposals.
list_proposals
Retrieves proposals from Better Proposals. Can list all proposals or filter by status: **new**, **opened**, **sent**, **signed**, or **paid**. Supports pagination for large result sets.
list_quotes
Retrieves all quotes from the account. Supports pagination for accounts with many quotes.
get_proposal_count
Retrieves the total number of proposals in the account. Useful for dashboards, reporting, or checking activity levels.
create_proposal
Creates a new proposal in Better Proposals. Allows specifying the client company, cover design, template, document type, brand, currency, tax settings, contacts with signature requirements, and merge tags for dynamic content personalization.
get_template
Retrieves detailed information about a specific template by its ID. Use this to inspect template contents before creating a proposal.
get_settings
Retrieves account settings, brand settings, and custom merge tags. Combine all three or select specific setting types to retrieve.
list_document_types
Retrieves all document types available in the account. Document types categorize documents (e.g., Proposal, Contract, Quote). The default type is "Proposal".
create_cover
Creates a custom cover design for proposals. The returned cover ID can be used when creating new proposals.
list_templates
Retrieves available proposal templates. Templates serve as the basis for creating new proposals. Supports pagination for accounts with many templates.
get_quote
Retrieves detailed information about a specific quote by its ID.
get_proposal
Retrieves detailed information about a specific proposal by its ID. Also supports fetching the total proposal count across the account.
create_document_type
Creates a new document type for categorizing proposals and other documents. Specify a custom name and optional color.
Create, send, and track professional business proposals, contracts, and sales documents. Manage proposals by status (new, opened, sent, signed, paid) with digital signature support and payment collection. Create and assign custom cover designs, use templates for new proposals, and define document types. Manage client companies and quotes. Retrieve account settings, brand configurations, supported currencies, and custom merge tags for dynamic content personalization. Monitor proposal lifecycle events including creation, sending, opening, signing, and payment.
Common questions about connecting Better Proposals to AI agents with Metorial.