Better Proposals AI Employee

Leina connects to Better Proposals to help you organize proposal follow-ups by customer progress. Ask in your team chat. Leina does the work and brings back the result.

Get Started Browse All Integrations

Connect Better Proposals, choose what to share, and hand off your first task.

Leina + Better Proposals Example Result

You

Review the sent and opened proposals in Better Proposals. Read the details for the Cedar Studio and Northline proposals, then make a follow-up list with opened proposals first.

Leina

Cedar Studio has opened its proposal. Northline appears in the sent list but not the opened list, so I’ve placed it second.

Better Proposals · Follow-up brief

Two proposals to follow up

Prioritized by the recorded proposal stage.

Cedar Studio · Opened: Website redesign proposal. Suggested follow-up: ask whether the proposed scope fits the launch plan.
Northline · Sent: Brand workshop proposal. Suggested follow-up: check that the recipient received the proposal.

Go into your sales check-in knowing which proposals customers have opened.

What Is a Better Proposals AI Agent?

AI compares sent and opened Better Proposals records, reads proposal details, and prepares a focused follow-up brief for your sales conversations.

You specify the source and the destination. Leina uses the content available to your connection and returns the result for you to review.

Better Proposals

Better Proposals is a proposal platform for presenting offers and tracking document engagement, signatures, and payments.

Name the proposals
Provide the proposals and the order you want for your follow-up list.
Prepare the brief
AI reads stage lists and proposal details, then drafts the follow-up notes.

What to Ask Leina to Do with Better Proposals

Copy a prompt, add your details, and send it to Leina in your connected team chat.

Prepare a Proposal Follow-Up List

List sent and opened Better Proposals records, read proposals [proposal IDs], and prepare a follow-up list based on these criteria: [criteria].

better_proposals

Compare Proposal Templates

List Better Proposals templates and read [template IDs]. Compare the details available for this proposed offer: [offer].

better_proposals

Your next Better Proposals task can start with a message.

Get Started

Connect. Ask. Get the Result.

Tell Leina what you need in your team chat. Include the source, destination, and expected result.

Connect Your Account

Connect the tools involved and give Leina access to the content it needs.
Try a Task

Share the source material, say where the result belongs, and describe what you need.
Check the Result

Review the result and any changes in the connected app.

Put Leina to Work in Better Proposals

Hand off these everyday tasks to your AI employee.

Get Settings

Get current Better Proposals account settings such as tax and timezone defaults.

Get Brand Settings

Get default Better Proposals brand settings such as brand name and tax defaults.

List Proposals

List Better Proposals proposals with optional pagination and document type filtering.

List New Proposals

List Better Proposals proposals that are currently in the new proposal lifecycle state.

List Sent Proposals

List Better Proposals proposals that have been sent to recipients.

List Opened Proposals

List Better Proposals proposals that have been opened by recipients.

List Signed Proposals

List Better Proposals proposals that have been signed by recipients.

List Paid Proposals

List Better Proposals proposals that have been paid.

Get Proposal

Get details for a single Better Proposals proposal by ID.

Get Proposal Count

Get the total Better Proposals proposal count for the connected account.

List Templates

List Better Proposals templates with optional pagination.

Get Template

Get details for a single Better Proposals template by ID.

List Document Types

List Better Proposals document types with optional pagination.

List Quotes

List Better Proposals quotes with optional pagination.

Get Quote

Get details for a single Better Proposals quote by ID.

List Companies

List Better Proposals companies with optional pagination.

Get Company

Get details for a single Better Proposals company by ID.

List Currencies

List Better Proposals currencies with optional pagination.

Get Currency

Get details for a single Better Proposals currency by ID.

List Merge Tags

List Better Proposals custom merge tags with optional pagination.

More Tools for Your AI Employee

Connect the Apps your work depends on, and give Leina the context to carry the task forward.

Browse All Integrations

Hand off a task while your team is discussing it. Leina uses your connected tools and brings the result back to the conversation.

See How Leina Works in Slack

LeinaExample Result

Cedar Studio has opened its proposal. Northline appears in the sent list but not the opened list, so I’ve placed it second.

Two proposals to follow up

Better Proposals + Leina: Your Questions, Answered

Can AI identify proposals that were opened?

Yes. The opened-proposals list is separate from sent and signed lists. Ask for the stage relevant to your follow-up.

Can AI help choose a template?

Yes. Supply template IDs or ask it to list templates, then provide criteria for comparing the returned details.

Will preparing a follow-up list send proposals?

No. These operations read proposal and reference records; they do not send a proposal.

Make Leina Your Better Proposals AI Employee

Start with one task you already need to do. Tell Leina what a finished result should look like.