Does the Better Proposals agent actually execute tasks?

Yes. It doesn't just suggest actions; it logs into your apps, creates drafts, updates CRM records, and sends notifications based on your instructions.

Is this different from native Better Proposals automation?

Yes. Native features handle basic triggers. DoMyWork agents use intelligence to reason, research, and perform multi-step work across 1,500+ apps.

How does it compare to Zapier for Better Proposals?

Zapier requires you to build logic step-by-step. DoMyWork lets you describe the outcome in plain English, and the agent executes the entire process.

Can the agent monitor my Better Proposals account?

Yes. You can set up agents on autopilot to watch for events like new signatures or views and act instantly without manual intervention.

Is my Better Proposals data safe?

Data security is our priority. We use secure authentication and never store your credentials. The agent only performs actions you explicitly authorise.

Can the agent connect Better Proposals to other apps?

Absolutely. It can pull data from Better Proposals to update HubSpot, notify your team in Slack, or draft emails in Gmail, all in one go.

AI Agent for Better Proposals

Draft, send, and track your sales documents automatically. DoMyWork AI agents work with Better Proposals and 1,500+ apps to turn proposals into signed deals.

Draft a proposal in Better Proposals for [Client Name]

Check which proposals were opened but not signed

Follow up with clients who viewed a proposal last week

Summarise the status of all active proposals

Update CRM deal stage for signed proposals

Find proposals expiring in the next 48 hours

Agent for

Better Proposals

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your pending proposals into signed business

Draft documents, track client engagement, follow up on stale leads, and update your CRM records.

Proposal draft created in Better Proposals

Catch up on every proposal that went cold last week

"Find all Better Proposals documents sent last week that haven't been signed. Check the engagement history, draft a personalised follow-up in Gmail for each, and add a task to my CRM."

Send Message

Draft a new proposal based on recent client notes

"Read the meeting notes in my Notion page for [Client Name] and draft a new proposal in Better Proposals using the 'Standard Service' template."

Send Message

Flag proposals that need immediate attention

"Identify any proposals where the client has viewed it more than 5 times but not signed. Draft a 'check-in' email in Gmail."

Send Message

Update CRM stages for all signed deals

"Check Better Proposals for any documents signed today. Find the corresponding deal in HubSpot and update the stage to 'Closed Won'."

Send Message

Summarise engagement for my top prospects

"Get the engagement stats for my active proposals from Better Proposals and post a summary to my 'Sales' Slack channel."

Send Message

Got a different task in mind? Describe it

Send Message

Review all active proposals by revenue value

"List all active proposals in Better Proposals, sort them by value, and highlight any over $5,000 that haven't been opened in 3 days."

Send Message

Analyse proposal win rates for this quarter

"Extract signed proposal data from Better Proposals for this quarter and create a summary table in Google Sheets."

Send Message

Check for proposals about to expire

"Find all proposals in Better Proposals expiring within 48 hours and send a reminder to the assigned sales rep via Slack."

Send Message

Draft a template for new service offerings

"Create a new proposal template in Better Proposals based on the text in my 'New Services' Google Doc."

Send Message

Identify bottlenecks in the signing process

"Check proposals that have been 'In Progress' for more than 10 days and list the last interaction date for each."

Send Message

Got a different task in mind? Describe it

Send Message

Prepare onboarding for newly signed clients

"Find proposals signed in the last 24 hours in Better Proposals, extract the client contact info, and create a new project in Asana."

Send Message

Check for client questions in proposal comments

"Scan all active Better Proposals documents for new comments. If a comment contains a question, notify me in Slack."

Send Message

Follow up on proposals waiting for client input

"Identify proposals where the client has requested changes. Draft an email in Gmail asking for clarification."

Send Message

Update client records after signature

"Take the signed proposal details and update the client profile in my CRM with the agreed service level."

Send Message

Send a 'thank you' note to new signers

"For every proposal signed today, draft a personalised thank you email in Gmail."

Send Message

Got a different task in mind? Describe it

Send Message

Audit proposal template usage

"Check which Better Proposals templates were used most this month and report the counts in a Slack message."

Send Message

Clean up expired proposal data

"Find all proposals marked as 'Expired' over 30 days ago and archive them in Better Proposals."

Send Message

Verify proposal pricing consistency

"Check all active proposals for pricing discrepancies against my 'Standard Pricing' Google Sheet."

Send Message

Sync proposal activity to internal logs

"Export the last 7 days of proposal activity from Better Proposals to a Google Sheet."

Send Message

Monitor proposal template updates

"Check if any proposal templates have been modified in the last week and list the changes."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Better Proposals AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Better Proposals AI Agent

🛸 Autopilot

Act on your sales documents the moment they move — with agents on autopilot

The agents work across your apps 24/7.

They catch status changes, trigger follow-ups, and update your CRM before you even open your inbox.

Setting up an autopilot is too easy

Proposal is signed

Describe...

1. Send a follow-up the moment a proposal is viewed

WhenProposal is viewed

Then

Check if this is the first view. If it is, wait 2 hours, then draft a 'thanks for looking' email in Gmail.

Put on Autopilot

2. Alert the team when a high-value proposal is signed

WhenProposal is signed

Then

Check the proposal value. If over $10,000, post an alert in the #sales-wins Slack channel.

Put on Autopilot

3. Re-engage clients who haven't opened a proposal in 3 days

WhenEvery day at 09:00 AM

Then

Find proposals sent 3 days ago with 0 views. Draft a gentle nudge email in Gmail.

Put on Autopilot

4. Sync signed deal data to the CRM

WhenProposal is signed

Then

Extract the client and total value. Update the deal in HubSpot to 'Closed Won'.

Put on Autopilot

5. Flag proposals that are about to expire

WhenEvery day at 08:00 AM

Then

Check for proposals expiring in 24 hours. Send a warning email to the owner.

Put on Autopilot

1. Log every signed contract to a master spreadsheet

WhenProposal is signed

Then

Add the client name, date, and value to the 'Master Sales' Google Sheet.

Put on Autopilot

2. Get a daily summary of proposal activity

WhenEvery day at 05:00 PM

Then

Summarise total signatures and new proposals sent today. Post to Slack.

Put on Autopilot

3. Detect when a proposal is rejected

WhenProposal is rejected

Then

Analyse the rejection reason. If 'Price', flag for review in Slack.

Put on Autopilot

4. Track new proposal creation

WhenProposal is created

Then

Log the new proposal in the team dashboard Google Sheet.

Put on Autopilot

5. Monitor team response times

WhenProposal is sent

Then

Record the time taken to send the proposal in a tracking sheet.

Put on Autopilot

1. Create a project the moment a proposal is signed

WhenProposal is signed

Then

Extract the scope of work and create a new project in Asana.

Put on Autopilot

2. Send a welcome email after signature

WhenProposal is signed

Then

Draft a welcome email in Gmail with the next steps.

Put on Autopilot

3. Flag client questions immediately

WhenProposal comment is added

Then

Read the comment. If it's a question, alert the account owner in Slack.

Put on Autopilot

4. Update client status in CRM

WhenProposal is signed

Then

Change the client status in HubSpot to 'Active'.

Put on Autopilot

5. Notify the team of client changes

WhenProposal is updated

Then

Check if the scope changed. If yes, inform the project manager in Slack.

Put on Autopilot

1. Archive expired proposals automatically

WhenEvery Monday at 09:00 AM

Then

Find all expired proposals and move them to the archive folder.

Put on Autopilot

2. Check for missing proposal data

WhenProposal is created

Then

Verify if the proposal has an assigned value. If not, flag for the sales lead.

Put on Autopilot

3. Sync template updates to documentation

WhenProposal template is updated

Then

Update the internal 'Template Log' Google Sheet.

Put on Autopilot

4. Report on proposal template usage

WhenEvery month at 01:00 AM

Then

Summarise template usage and email the report to the COO.

Put on Autopilot

5. Validate new client info

WhenProposal is signed

Then

Check if the client email is valid. If not, flag for manual review.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Better Proposals

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Proposal Drafting Playbook

FormCollect data with form

1. Enter Client Details

Enter Client Details

Fill fields below 👇

Client Name *

Notes Link *

AI AgentExecute agent from playbook

2. Summarise Notes

Agent

Extract requirements, pricing, and timeline from {{Notes Link}}.

3. Draft proposal

Create DraftinBetter Proposals

Proposal Drafting Playbook

Create a new proposal from meeting notes in one click.

Clone This Playbook

Proposal Follow-up Playbook

Draft a personalised follow-up for a specific proposal.

Clone This Playbook

Deal Stage Sync Playbook

Manually sync a signed deal to your CRM.

Clone This Playbook

Client Research Playbook

Research a client before drafting a proposal.

Clone This Playbook

Expired Proposal Review Playbook

Review and re-engage expired proposals.

Clone This Playbook

Quarterly Sales Review Playbook

Generate a sales performance report.

Clone This Playbook

Template Audit Playbook

Audit template performance.

Clone This Playbook

Revenue Forecast Playbook

Forecast revenue from active proposals.

Clone This Playbook

Competitor Analysis Playbook

Analyse competitor mentions in proposals.

Clone This Playbook

Proposal Policy Update Playbook

Update terms across all templates.

Clone This Playbook

Client Onboarding Playbook

Setup onboarding after signature.

Clone This Playbook

Client Check-in Playbook

Prepare for a client check-in meeting.

Clone This Playbook

Upsell Opportunity Playbook

Identify upsell potential.

Clone This Playbook

Renewal Reminder Playbook

Manage contract renewals.

Clone This Playbook

Client Feedback Playbook

Gather feedback after project completion.

Clone This Playbook

Template Cleanup Playbook

Clean up unused templates.

Clone This Playbook

Pricing Update Playbook

Update pricing across all templates.

Clone This Playbook

Compliance Audit Playbook

Audit proposal compliance.

Clone This Playbook

Data Export Playbook

Export proposal data for reporting.

Clone This Playbook

User Access Audit Playbook

Audit user access to templates.

Clone This Playbook

1500+ App Integrations

Connect Better Proposals + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

SafetyCulture (iAuditor)

Clientjoy

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

Wix

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

QuickEmailVerification

Adobe Commerce (Magento)

Google Search Console

Ora

CompanyCam (In Review)

Quentn

Vonage SMS API

Katana Cloud Manufacturing

CalendarHero (Zoom.ai)

Microsoft Dynamics 365 Business Central

Vyper

GrowSurf

Vectera

Alchemer (SurveyGizmo)

Brilliant Directories

Accredible Credential

Box

You Need A Budget (YNAB)

Cisco Webex (Meetings)

GREEN-API (In Review)

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

LinkupAPI for LinkedIn

Autobound

SignWell

PDF Export by PDFCrowd

PropertyRadar

Clio Grow

Cloudflare R2

Facebook Ads Management And Insights

Lob

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

Moz

WhatsApp Notifications and Alerts by SyncMate

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

Proposal is signed

Then

Recurring Work on autopilot

Autopilot

Proposal Handoff

Enter proposal ID

Verify signatures

Update CRM and notify

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Better Proposals

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Better Proposals AI Agent

It is an autonomous agent that executes tasks inside Better Proposals and connected apps. Unlike passive tools, it takes action, drafts documents, and follows up.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Better Proposals

Turn your pending proposals into signed business

Catch up on every proposal that went cold last week

Draft a new proposal based on recent client notes

Flag proposals that need immediate attention

Update CRM stages for all signed deals

Summarise engagement for my top prospects

Got a different task in mind? Describe it

Review all active proposals by revenue value

Analyse proposal win rates for this quarter

Check for proposals about to expire

Draft a template for new service offerings

Identify bottlenecks in the signing process

Got a different task in mind? Describe it

Prepare onboarding for newly signed clients

Check for client questions in proposal comments

Follow up on proposals waiting for client input

Update client records after signature

Send a 'thank you' note to new signers

Got a different task in mind? Describe it

Audit proposal template usage

Clean up expired proposal data

Verify proposal pricing consistency

Sync proposal activity to internal logs

Monitor proposal template updates

Got a different task in mind? Describe it

How Does a Better Proposals AI Agent Work

Act on your sales documents the moment they move — with agents on autopilot

1. Send a follow-up the moment a proposal is viewed

2. Alert the team when a high-value proposal is signed

3. Re-engage clients who haven't opened a proposal in 3 days

4. Sync signed deal data to the CRM

5. Flag proposals that are about to expire

1. Log every signed contract to a master spreadsheet

2. Get a daily summary of proposal activity

3. Detect when a proposal is rejected

4. Track new proposal creation

5. Monitor team response times

1. Create a project the moment a proposal is signed

2. Send a welcome email after signature

3. Flag client questions immediately

4. Update client status in CRM

5. Notify the team of client changes

1. Archive expired proposals automatically

2. Check for missing proposal data

3. Sync template updates to documentation

4. Report on proposal template usage

5. Validate new client info

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Proposal Drafting Playbook

Proposal Follow-up Playbook

Deal Stage Sync Playbook

Client Research Playbook

Expired Proposal Review Playbook

Quarterly Sales Review Playbook

Template Audit Playbook

Revenue Forecast Playbook

Competitor Analysis Playbook

Proposal Policy Update Playbook

Client Onboarding Playbook

Client Check-in Playbook

Upsell Opportunity Playbook

Renewal Reminder Playbook

Client Feedback Playbook

Template Cleanup Playbook

Pricing Update Playbook

Compliance Audit Playbook

Data Export Playbook

User Access Audit Playbook

Connect Better Proposals + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About Better Proposals AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Better Proposals AI Agent