Automate Proposal Generation Across Better Proposals with AI
Purpose-built AI agent for Proposal Generation — connects to Better Proposals in minutes so your team can stop doing the work by hand.
Proposal v1 drafted. Cover email queued:
How does Better Proposals work for Proposal Generation automation?
Better Proposals works for Proposal Generation automation by powering a DeskFerry agent that runs the workflow end-to-end inside your existing tools — no code, no custom build.
- 01
Trigger fires
The agent connects to Better Proposals alongside the other apps your team already uses, watches for the triggers that matter for Proposal Generation, and takes the next step on its own while keeping a complete audit trail for review.
- 02
Generate a tailored proposal with @Better Proposals for the Northwave deal
Generate polished proposals in minutes using AI-powered templates and client data.
- 03
Pull scope from @Salesforce
Teams typically see days → Same-day from brief to client-ready draft once the agent is in production.
- 04
Our pricing rules
You stay in control: every action is logged, confidence thresholds are configurable, and anything ambiguous is queued for a human instead of being silently auto-completed.
- 05
You approve
Anything under your confidence bar waits for a human.
How you tell it what to do
Built in plain English.
You write the rule the way you'd describe it to a teammate. The agent reads the rule, breaks it into the actions it'll take, and confirms the apps it'll touch — before it does anything.
- 1Generate a tailored proposal with @Better Proposals for the Northwave deal
- 2Pull scope from @Salesforce
- 3Our pricing rules
- 4The SOC 2 attachment
How it connects
Connect Better Proposals. The agent does the rest.
Claude and ChatGPT are already running on our side. You connect Better Proposals with one click, and proposal generation runs inside it.
Claude and ChatGPT run on our keys. Nothing for you to configure.
- Better ProposalsConnect
- SalesforceConnect
Runs on your data, in your apps.
Nothing to deploy. Nothing to maintain.
Actions
What Better Proposals + DeskFerry can do
Real Better Proposals actions your AI agent can perform automatically — no manual work required.
Generate invoices
Create and send invoices from Better Proposals when projects are completed, milestones are hit, or billing cycles close.
Track expenses
Capture expense entries in Better Proposals from receipts, bank feeds, or employee submissions and categorize them automatically.
Manage client projects
Create project records in Better Proposals when new clients sign on and track deliverables, budgets, and timelines.
Schedule appointments
Book meetings and consultations in Better Proposals based on availability, send confirmations, and sync to team calendars.
Reconcile payments
Match incoming payments in Better Proposals to outstanding invoices and update account balances in real-time.
Generate financial reports
Pull revenue, expense, and profit data from Better Proposals into formatted reports for stakeholders and accountants.
Manage contracts
Track contract status, renewal dates, and approval workflows in Better Proposals with automated reminders before expiration.
Automate approval workflows
Route purchase orders, budget requests, and document approvals through Better Proposals based on predefined authorization rules.
Northwave · DeskFerry proposal (v1) — for your Friday review
Attached is the v1 proposal for Northwave — 18 seats, 12-month term, $138K ACV with the early-renewal credit applied.
Personalized using LinkedIn activity from the last 30 days.
Human in the loop
Approve before it sends.
Every draft lands in a review queue. You approve, edit, or reject — the agent never acts on its own unless you explicitly turn that on for a workflow you trust.
Governance
Every action, with the reasoning attached.
Each step the agent takes is logged with what it did, why it did it, and which app it touched. Audit-ready, so security and compliance can sign off without backfilling.
- Marco11:42 AM
Approved the draft to procurement@northwave.io.
- Agent11:41 AM
Drafted the email and queued it for review.
Reason: High-confidence personalization but recipient is C-level — escalating per policy.
- Agent11:40 AM
Pulled LinkedIn activity and HubSpot deal context.
- Agent11:40 AM
Triggered: Generate a tailored proposal with @Better Proposals for the Northwave deal — pul
- Agent11:38 AM
Confirmed sender domain DKIM is healthy.
How it works
Get started in three steps
Step 01
Connect Better Proposals
Authorize Better Proposals in your DeskFerry dashboard. Projects, clients, and financial data sync instantly.
Step 02
Define Business Workflows
Set up automation rules for Better Proposals — project milestones, invoice events, or client status changes trigger AI actions.
Step 03
Run Your Business on Autopilot
AI handles the operational work inside Better Proposals while you focus on growth. Track efficiency gains live.
Start automating Proposal Generation for Better Proposals
7-day free trial. Works with the tools you already use.
FAQ
Frequently asked questions
What specific Proposal Generation tasks can the Better Proposals integration automate?
The Better Proposals integration automates end-to-end Proposal Generation — including data capture from Better Proposals, validation, routing, follow-up actions, and status updates. Every Proposal Generation step that touches Better Proposals can be handled by the AI agent.
Can I test Proposal Generation automation with Better Proposals before going live?
Yes. You can run Proposal Generation workflows in test mode using sample Better Proposals data before activating on live records. This lets you verify every Proposal Generation rule works correctly with your Better Proposals setup before processing real data.
How does AI-powered Proposal Generation via Better Proposals compare to manual processing?
Manual Proposal Generation in Better Proposals requires constant tab-switching, copy-pasting, and follow-up tracking. DeskFerry eliminates this by handling Proposal Generation tasks in real-time as Better Proposals events occur — running 24/7 with consistent accuracy and zero fatigue.
Can the Better Proposals Proposal Generation agent also work with other tools in my stack?
Yes. The Proposal Generation agent connected to Better Proposals simultaneously interacts with 1,500+ other apps — CRMs, databases, email platforms, and more. A single Proposal Generation workflow can pull data from Better Proposals, process it, and push results to multiple destinations.
What happens when the Proposal Generation agent encounters an issue in Better Proposals?
When the AI hits an edge case during Proposal Generation processing in Better Proposals, it escalates to your team with full context — the Better Proposals record, what was attempted, and why it needs review. Your Proposal Generation pipeline never stalls or loses data.
Explore more