Choose the lifecycle stages or template IDs you want reviewed. AI can prepare a follow-up list or compare available template details against your offer.
Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.
Compare sent and opened proposal records and read selected details for follow-up context.
/oo Better Proposals: List sent and opened Better Proposals records, read proposals [proposal IDs], and prepare a follow-up list based on these criteria: [criteria].
Read templates and organize the available differences for a proposal you are planning.
/oo Better Proposals: List Better Proposals templates and read [template IDs]. Compare the details available for this proposed offer: [offer].
Set up oo CLI and the oo Skill in your agent.
Install OOMOL →Connect with a Better Proposals API key.
Connect Better Proposals →Use /oo with the pages to read, the changes to make, and where to save the result.
Connection Guide →Choose Your Agent
Better Proposals records distinguish new, sent, opened, signed, and paid proposal stages. Templates and quotes provide additional reference material for proposal preparation.
List proposals by lifecycle stage and retrieve proposal details.
List or retrieve templates and quote records.
Get current Better Proposals account settings such as tax and timezone defaults.
Leina 
Wanta 
better_proposals.get_settings Get default Better Proposals brand settings such as brand name and tax defaults.
better_proposals.get_brand_settings List Better Proposals proposals with optional pagination and document type filtering.
better_proposals.list_proposals List Better Proposals proposals that are currently in the new proposal lifecycle state.
better_proposals.list_new_proposals List Better Proposals proposals that have been sent to recipients.
better_proposals.list_sent_proposals List Better Proposals proposals that have been opened by recipients.
better_proposals.list_opened_proposals List Better Proposals proposals that have been signed by recipients.
better_proposals.list_signed_proposals List Better Proposals proposals that have been paid.
better_proposals.list_paid_proposals Get details for a single Better Proposals proposal by ID.
better_proposals.get_proposal Get the total Better Proposals proposal count for the connected account.
better_proposals.get_proposal_count List Better Proposals templates with optional pagination.
better_proposals.list_templates Get details for a single Better Proposals template by ID.
better_proposals.get_template List Better Proposals document types with optional pagination.
better_proposals.list_document_types List Better Proposals quotes with optional pagination.
better_proposals.list_quotes Get details for a single Better Proposals quote by ID.
better_proposals.get_quote List Better Proposals companies with optional pagination.
better_proposals.list_companies Get details for a single Better Proposals company by ID.
better_proposals.get_company List Better Proposals currencies with optional pagination.
better_proposals.list_currencies Get details for a single Better Proposals currency by ID.
better_proposals.get_currency List Better Proposals custom merge tags with optional pagination.
better_proposals.list_merge_tags No matching tools.
Yes. The opened-proposals list is separate from sent and signed lists. Ask for the stage relevant to your follow-up.
Yes. Supply template IDs or ask it to list templates, then provide criteria for comparing the returned details.
No. These operations read proposal and reference records; they do not send a proposal.
Manage which optional storage OOMOL can use. You can change these choices from the footer at any time.