Content & Documents · Integration
Better Proposals
Add Better Proposals to your product for your customers, and give your AI agents governed access to it.
Better Proposals is document-first rather than deal-first: the objects are proposals, the templates they are created from, clients and users, and a proposal's body is web content assembled from sections rather than an uploaded PDF. Proposals move through states such as sent, opened, signed and paid, and the interesting integration signal is the event stream rather than the document itself, because the product records when a recipient opened the proposal and how long they spent on each section. Creating a proposal through the API normally means cloning a template and substituting merge fields, so your integration has to know the customer's own template ids, which differ per account. Signature and payment events are best consumed by webhook, since polling for a status change wastes calls and misses the timing that makes follow-up useful. Because the category is document handling rather than CRM, there is no opportunity object here: link proposals to your own deal records by storing the proposal id. fastn manages each customer's API key, the per-account template mapping and the ongoing upkeep of the connection.
In your product
Embedded for your customers. Per-tenant auth, no per-customer code, maintained by fastn.
Let a customer connect their own Better Proposals account so proposals can be raised from your deal screen
Generate a proposal from the customer's own template with merge fields filled from your records
Update your pipeline automatically when a proposal is opened, signed or paid
Show a customer which sections of a sent proposal the recipient actually read
For your AI agents
Governed, audited access for the agents you build, through the MCP server.
Ask an agent which proposals have been open for more than a week without a signature for one tenant
Have an agent draft a follow-up based on which sections the recipient spent time on
Let an agent create a proposal from an approved template, with the creation audited per tenant
Example prompt
Which proposals did clients open this week but not sign?
Set up Better Proposals in 4 steps
- 01Enable the Better Proposals connector from your fastn dashboard.
- 02Have each customer authorise their own Better Proposals account, so calls run under their credentials rather than a shared key.
- 03Decide which files, documents and versions your product needs, map those fields, then enable the actions and triggers you want.
- 04Call it from your product and expose it to your agents through the same governed connection.
Why teams use the Better Proposals integration
What you get by embedding it with fastn instead of building it yourself.
- Ship a Better Proposals integration without building it. Your customers connect their own Better Proposals account inside your product and work their files, documents and versions there, with no per-customer code on your side.
- Handle the part that actually costs time: permissions and versioning are easy to get subtly wrong, and mistakes expose content. fastn owns the auth, token refresh, rate limits, pagination and breaking-change fixes, so a Better Proposals update is not your on-call problem.
- One integration serves your product and your agents. The same governed Better Proposals connection powers in-product features and gives AI agents scoped, audited access, so you let your product work with your customers' documents in place without wiring it twice.
Used by these teams
Compare with
Notion
Box
DocusignOften used alongside
Tools the same teams tend to run next to Better Proposals, across other categories.
Shopify
Stripe
Jira
AsanaBetter Proposals integration FAQ
How do I add a Better Proposals integration to my product?
Enable the Better Proposals connector in your fastn dashboard, then let each customer authenticate their own Better Proposals account. fastn handles the OAuth flow, token storage and refresh per tenant, so there is no Better Proposals client code in your app and no per-customer branch in your codebase. Setup is 4 steps.
Do my customers each connect their own Better Proposals account?
Yes. Every connection is scoped to the individual customer, so each authorises their own Better Proposals account and only ever sees their own files, documents and versions. That per-tenant isolation is the point of an embedded integration: you support the long tail of customer setups without maintaining an integration per customer.
Can AI agents use this Better Proposals integration?
Yes. The same connection is exposed to your agents through the fastn MCP gateway, with permissions scoped per tenant and every call audited. Ask an agent which proposals have been open for more than a week without a signature for one tenant
Who maintains the Better Proposals integration?
fastn does. When Better Proposals changes an endpoint, deprecates a field or alters its auth, the fix lands in the connector rather than in your backlog, and your customers' connections keep working.
Whose permissions does the Better Proposals integration run under?
Each customer's own Better Proposals grant. Where Better Proposals holds a library, their existing folder and item permissions apply and your product cannot reach content the connected account could not reach itself. Where it processes content you supply rather than storing it, the call runs under that customer's own credentials and is logged per tenant.
Can my product create or update content in Better Proposals automatically?
Where Better Proposals supports writes, documents, entries and assets can be created, updated and filed from your product or by an agent within scoped permissions, with each action logged. Where it is a read surface, the same connection serves reads only.
What can I build with the Better Proposals integration?
A common starting point: let a customer connect their own Better Proposals account so proposals can be raised from your deal screen. Teams also use it for the other use cases listed above, and expose it to agents for governed reads and writes.
How much does the Better Proposals integration cost?
It is included. Pricing is based on connected accounts, not on how many connectors you enable, so adding Better Proposals does not change your per-connector cost. You can start free with 3 connected accounts.
Add Better Proposals to your product
Start free with 3 connected accounts. No sales call required, and no per-customer integration code.