Connect Better Proposals with Hookshot™ and your stack

Better Proposals is a web-based proposal creation tool that enables users to send professionally designed proposals.

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Tools and triggers

What Agents can do in Better Proposals

Available tools and events after Better Proposals is connected.

  • Create Company

    Tool to create a new company. Use after confirming the company does not already exist.

  • Create Document Type

    Tool to create a new document type. Use after confirming the desired type name does not already exist.

  • Create Proposal Cover

    Tool 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

    Tool to retrieve a paginated list of all companies. Use when listing available companies for display or selection.

  • Get All Currencies

    Tool to retrieve a paginated list of all currencies. Use when listing available currency options before selection.

  • Get All Document Types

    Tool to retrieve a paginated list of all document types. Use when you need to display or select a document type ID.

  • Get All Proposals

    Tool to retrieve a paginated list of all proposals. Use when you need to fetch proposals list after validating credentials.

  • Get All Quotes

    Tool to retrieve a paginated list of all quotes. Use after setting pagination parameters.

  • Get All Templates

    Tool to retrieve a paginated list of all templates. Use when you need to list available templates for selection.

  • Get Brand Settings

    Tool 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

    Tool to retrieve details of a specific company. Use when you need company metadata by ID.

  • Get Currency

    Tool to retrieve details of a specific currency. Use when you need currency metadata by ID.

  • Get New Proposals

    Tool to retrieve all new proposals. Use after validating credentials when you need only newly created proposals.

  • Get Opened Proposals

    Tool to retrieve all opened proposals. Use when you need proposals that recipients have opened.

  • Get Paid Proposals

    Tool to retrieve all paid proposals. Use when you need to list proposals that have been paid.

  • Get Proposal

    Tool to retrieve details of a specific proposal by ID. Use when you need complete proposal metadata and content.

  • Get Proposal Count

    Tool to retrieve the total count of proposals. Use when you need to know how many proposals exist.

  • Get Quote

    Tool to retrieve details of a specific quote. Use when you need full quote data by ID.

  • Get Sent Proposals

    Tool to retrieve all sent proposals. Use after dispatching proposals to clients to list them.

  • Get Settings

    Tool to retrieve current account settings. Use when you need default currency, tax, and timezone configuration before creating proposals.

  • Get Signed Proposals

    Tool to retrieve all signed proposals. Use when you need to list proposals clients have signed after confirming credentials.

  • Get Template Details

    Tool to retrieve details of a specific template. Use after selecting the template ID to fetch metadata.

  • List Merge Tags

    Tool to retrieve custom merge tags with pagination support. Use when you need to list available merge tags for templates.

Setup

Connect Better Proposals in Hookshot™

Pick a scope, then confirm what can start a Protege and what it can do.

Trigger Access

What can start a Protege from this app.

Tool Access

What a Protege can do after it starts.

Connection scope

Prefer team for production.

Team

Shared credential for production and unattended runs.

Personal

Tied to one user—only when the workflow needs their account.

Chat

Team-scoped for supported chat surfaces.

Full setup guide

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Hookshot™ setup screen — AI agent workflow configuration with model selection, trigger status, and governance controls.