Better Proposals is a cloud-based proposal management software that helps businesses create, send, and track professional proposals efficiently.
Enhance your proposal process with AI Agents that can generate tailored content, analyze client engagement, and automate follow-ups.
Better Proposals streamlines the creation and tracking of professional business proposals. Relevance AI enhances this with AI Agents that can generate personalized content, analyze engagement data, and automate follow-ups intelligently.
Dynamic Proposal Personalization
The agent tailors proposals in real-time based on client data and preferences.
Seamless Workflow Automation
The agent streamlines proposal processes, reducing manual tasks and enhancing efficiency.
Rapid Proposal Generation
The agent automates the creation of proposals, significantly reducing turnaround times.
Relevance AI gives you access to Better Proposals' proposal management capabilities within your automated workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Better Proposals account
- A Relevance AI account with access to your workspace
- Authorization (you'll connect securely using API keys—no sensitive info stored manually)
Security & Reliability
The integration uses secure OAuth authentication, ensuring only authorized workflows access your Better Proposals data. Relevance AI handles API operations (like GET, POST, PUT, DELETE) in the background—so you don't have to worry about authorization headers, request formatting, or API limits.
Built-in validation ensures your proposal workflows run smoothly, with automatic handling of response data and status codes.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
Best Practices for Non-Technical Users
To get the most out of the Better Proposals + Relevance AI integration without writing code:
- Organize proposal data: Keep proposal templates and content well-structured and consistently formatted.
- Use authentication properly: Ensure OAuth credentials are correctly configured and permissions are appropriate.
- Follow API best practices: Use appropriate HTTP methods for different operations (GET for retrieval, POST for creation).
- Monitor response status: Check API response codes and handle any errors gracefully.
- Manage requests efficiently: Implement proper request handling and avoid exceeding API rate limits.
