ceven

Better Proposals

Syncs proposal signatures and payments into your CRM, tracks client engagement in real time, and automates the creation of new quotes from closed won deals.

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Why use Ceven?

  1. AI native Better Proposals integration

    • Describe the outcome and Ceven picks the right Better Proposals calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Better Proposals data, across all 23 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Better Proposals access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Better Proposals, when, and on whose behalf.
    • The agent pauses and asks when Better Proposals is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Better Proposals.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Better Proposals action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Better Proposals, and when to use it.

Create company
Use this to add a new client company after confirming it does not already exist in the system.
Create document type
Use this to define a new category of document after checking that the type name is unique.
Create proposal cover
Use this to build a custom cover design after finalizing the visual settings for a specific client.
Get all companies
Pull a paginated list of all companies to display or select a specific client record.
Get all proposals
Retrieve a full list of proposals to audit current pipeline status or validate account data.
Get all quotes
Pull a paginated list of quotes using specific pagination parameters to track pricing options.
Get all templates
Retrieve available proposal templates to select the right layout for a new client.
Get brand settings
Pull default brand configuration including colors and tax settings before customizing a document.
Get opened proposals
Pull a list of proposals that recipients have opened to trigger immediate follow up sequences.
Get paid proposals
Retrieve a list of proposals where payment has been completed to trigger project onboarding.
Get signed proposals
Pull all proposals that clients have signed to move a deal to the closed won stage.
Get template details
Pull metadata for a specific template after selecting the template id.
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 Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
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 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.

21 actions · scroll to see them all

Frequently asked questions

Ceven uses the Better Proposals API to poll for opened documents or listen for specific event triggers. When a recipient clicks the unique link sent to them, Better Proposals logs that interaction in their database. Ceven retrieves this state and can then trigger a downstream action, such as sending a notification to your sales team or updating a lead status in your CRM. This allows you to time your follow up calls for the exact moment the client is reviewing your pricing, which significantly increases the chance of a successful close compared to random follow ups.
Ceven focuses on the orchestration and management layer of your proposals. While it can create the company, set the cover design, and select the template, the core content of the proposal is typically managed within the Better Proposals editor to ensure visual precision. However, you can use Ceven to pull data from your CRM and push it into the company metadata or custom fields within Better Proposals, ensuring that the person writing the proposal has all the necessary client context without leaving the tool.
Ceven does not process payments directly but it monitors payment status via Better Proposals. Better Proposals integrates with payment gateways like Stripe to collect funds. Once a proposal is marked as paid within the Better Proposals system, Ceven detects that state change. You can then build a workflow that automatically triggers the next steps in your business process, such as creating a project in Asana or sending a welcome email to the client, ensuring a seamless transition from payment to delivery.
Ceven is subject to the API rate limits imposed by Better Proposals. For most users, this is not an issue, but very high volume accounts may encounter rate limiting during large backfills of historical data. To mitigate this, Ceven uses a smart queuing system that spreads requests over time. If the agent hits a rate limit, it will automatically pause and retry using an exponential backoff strategy to ensure no data is lost and the integration remains stable without crashing your workflows.
Ceven cannot legally sign a document on behalf of a client, as that requires the client's direct interaction with the Better Proposals signing interface. What Ceven does is automate everything that happens before and after the signature. It can prepare the proposal for the client and then watch for the signature event. Once the client signs, Ceven takes over to move the data into your other tools, effectively removing the administrative burden that usually follows a signed contract.
When you trigger a company creation workflow, Ceven first uses the search tools to check if a company with that name or domain already exists in Better Proposals. This prevents the creation of duplicate records. If no match is found, the agent calls the create company endpoint with the provided details. This is particularly useful when you are moving a lead from a CRM to the proposal stage and want to ensure the client record is perfectly mirrored across both platforms without manual typing.
Yes. Ceven can retrieve a list of all your defined document types and use those IDs to organize your proposals. This means you can build different workflows based on whether the document is a formal proposal, a simple quote, or a statement of work. For example, a signed quote might trigger a simple invoice, while a signed master service agreement might trigger a full client onboarding sequence involving multiple team members and a series of setup tasks in your project management software.
Ceven tracks the state of proposals through regular syncs and API calls. If a proposal is deleted or archived within the Better Proposals dashboard, the agent will see that the record is no longer available during the next retrieval. You can configure your workflow to handle this by updating the corresponding deal in your CRM to a lost or canceled status, ensuring your sales pipeline remains accurate and you do not spend time chasing documents that are no longer active.

Alternatives to Better Proposals

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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