Requirements
Connecting Better Proposals takes an active account plus an API access token from your account settings — no other setup is required.[3]
Get your Better Proposals credentials
- API KeypasswordRequired
Log in to your account. Go to API key generator. Click the
[1]Generate API Keybutton. The page will display API Key/Token.
Connect Better Proposals in WEXTL
- Log in to your WEXTL account, add the Better Proposals node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Better Proposals account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Better Proposals node modules
The list below is a reference of every Better Proposals node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Expand any Better Proposals node module below to see exactly what it takes in, what it returns, and what connection it needs.
Watch New ProposalsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Tax Percentage | text |
| Description | text |
| Tax Name | text |
| Date Created | date |
| Brand ID | text |
| Cover ID | text |
| Quote ID | text |
| Type ID | text |
| Company Name | text |
| Company CRMID | text |
| One Off Total | text |
| Monthly Total | text |
| Quarterly Total | text |
| Annual Total | text |
| Currency Name | text |
| Currency Symbol | text |
| Currency Code | text |
| CRMOpportunity ID | text |
| Preview | text |
3other output fields
Watch Opened ProposalsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Tax Percentage | text |
| Description | text |
| Tax Name | text |
| Date Created | date |
| Brand ID | text |
| Cover ID | text |
| Quote ID | text |
| Type ID | text |
| Company Name | text |
| Company CRMID | text |
| One Off Total | text |
| Monthly Total | text |
| Quarterly Total | text |
| Annual Total | text |
| Currency Name | text |
| Currency Symbol | text |
| Currency Code | text |
| CRMOpportunity ID | text |
| Preview | text |
3other output fields
Watch Paid ProposalsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Tax Percentage | text |
| Description | text |
| Tax Name | text |
| Date Created | date |
| Brand ID | text |
| Cover ID | text |
| Quote ID | text |
| Type ID | text |
| Company Name | text |
| Company CRMID | text |
| One Off Total | text |
| Monthly Total | text |
| Quarterly Total | text |
| Annual Total | text |
| Currency Name | text |
| Currency Symbol | text |
| Currency Code | text |
| CRMOpportunity ID | text |
| Preview | text |
3other output fields
Watch Sent ProposalsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Tax Percentage | text |
| Description | text |
| Tax Name | text |
| Date Created | date |
| Brand ID | text |
| Cover ID | text |
| Quote ID | text |
| Type ID | text |
| Company Name | text |
| Company CRMID | text |
| One Off Total | text |
| Monthly Total | text |
| Quarterly Total | text |
| Annual Total | text |
| Currency Name | text |
| Currency Symbol | text |
| Currency Code | text |
| CRMOpportunity ID | text |
| Preview | text |
3other output fields
Watch Signed ProposalsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Tax Percentage | text |
| Description | text |
| Tax Name | text |
| Date Created | date |
| Brand ID | text |
| Cover ID | text |
| Quote ID | text |
| Type ID | text |
| Company Name | text |
| Company CRMID | text |
| One Off Total | text |
| Monthly Total | text |
| Quarterly Total | text |
| Annual Total | text |
| Currency Name | text |
| Currency Symbol | text |
| Currency Code | text |
| CRMOpportunity ID | text |
| Preview | text |
3other output fields
Get a ProposalAction
Input fields[3]
| Field | Type |
|---|---|
Proposal IDRequired | text |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Tax Percentage | text |
| Description | text |
| Tax Name | text |
| Date Created | date |
| Brand ID | text |
| Cover ID | text |
| Quote ID | text |
| Type ID | text |
| Company Name | text |
| Company CRMID | text |
| One Off Total | text |
| Monthly Total | text |
| Quarterly Total | text |
| Annual Total | text |
| Currency Name | text |
| Currency Symbol | text |
| Currency Code | text |
| CRMOpportunity ID | text |
| Preview | text |
3other output fields
Create a ProposalAction
Input fields[3]
| Field | Type |
|---|---|
CompanyRequired | text |
| Cover | text |
| Template | choice |
| Document Type | choice |
| Brand | text |
| Currency | choice |
| Tax | boolean |
| Tax Label | text |
| Tax Amount | number |
| Contacts | array |
| Merge Tags | array |
Field Key NameRequired | text |
ValueRequired | text |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Tax Percentage | text |
| Description | text |
| Tax Name | text |
| Date Created | date |
| Brand ID | text |
| Cover ID | text |
| Quote ID | text |
| Type ID | text |
| Company Name | text |
| Company CRMID | text |
| One Off Total | text |
| Monthly Total | text |
| Quarterly Total | text |
| Annual Total | text |
| Currency Name | text |
| Currency Symbol | text |
| Currency Code | text |
| CRMOpportunity ID | text |
| Preview | text |
3other output fields
Templates
Look for Better Proposals templates in the WEXTL template library.
Browse templates →Explore alternative apps
- AmpleMarket[2]Sales engagement platform for prospecting, sequencing, and outreach.
- ForagerB2B data enrichment service for reverse lookups of contacts, companies, and job postings.
- D7 Lead FinderLead generation tool for discovering local business contacts and sales prospect lists.
- Autobound AIAI sales content platform that personalizes outreach with account and contact insights.
- ClearbitEnrich people and companies, and autocomplete company names, with Clearbit.
References
- WEXTL® Better Proposals Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Better Proposals.
- WEXTL® visual workflow builder data.
Last updated: Jul 23, 2026 22:38