Productivity & Project Management

Connect Better Proposals to Your AI Agents

Let your Wkil agents create, send, and track proposals through their full lifecycle via Better Proposals.

Authentication: API key

Build with Better Proposals

What you can do

Create and track proposals through their full lifecycle
Manage companies, templates, and currencies

Available capabilities may vary by authentication and workspace configuration.

Actions supported by the connector

12 verified tools

Create proposal

Create a new proposal with the given parameters.

Get proposal details

Fetch full details for a specific proposal.

Get sent proposals

Retrieve proposals that have been sent.

Get signed proposals

Retrieve proposals that have been signed.

Get opened proposals

Retrieve proposals that the recipient has opened.

Create proposal cover

Generate a new cover page for a proposal.

Get all templates

Retrieve all available proposal templates.

Create company

Add a new company record.

Get all currencies

Retrieve all supported currencies.

Get merge tags

Retrieve custom merge tags used in proposals.

View all verified tools (search)

Get all proposalsGet new proposalsGet opened proposalsGet sent proposalsGet signed proposalsGet proposal detailsCreate proposalGet total proposalsCreate proposal coverGet all templatesGet template detailsGet all document typesCreate document typeGet all companiesGet company detailsCreate companyGet all currenciesGet currency detailsGet settingsGet brand settingsGet merge tags

Practical agent use cases

An agent creates a new proposal from a template as soon as a deal reaches the right stage.
An agent checks which sent proposals have been opened but not yet signed.

How it works with Wkil

1
Choose the integration
Add Better Proposals to your agent from inside the Wkil platform.
2
Grant the permissions it needs
Define precisely what the agent can access and perform.
3
Test, then run it
Test actions before they go live, with human approval where needed.

Permissions always stay in your control — you can scope access and require human approval before any sensitive action.

Related integrations

FAQ

Can an agent tell if a proposal was opened?

Yes — opened, sent, and signed proposals can each be retrieved separately.