Delegmate for Better Proposals
An AI teammate that works in Better Proposals
An AI teammate with its own Google Workspace account. Connect Better Proposals and it works there as part of the job, alongside its email, calendar and docs, within the rules you set.
About Better Proposals
Better Proposals is a web-based proposal creation tool that enables users to send professionally designed proposals.
What it does in Better Proposals
- Checks Better Proposals for unpaid invoices and chases them
- Reconciles payments against what was expected
- Answers billing questions with the facts
- Builds the weekly numbers report
How it works
- 1
Add a teammate
It gets its own account in your Google Workspace, with its own email, calendar and Drive.
- 2
Connect Better Proposals
From its Apps tab with your API key, with the Better Proposals account your team chooses. Or just ask it, and it sends you the link.
- 3
Hand it the work
Email it, message it in Chat or Slack, or mention it in a doc. It asks before anything that matters.
Built for
Questions
How does it connect to Better Proposals?
With a Better Proposals API key, pasted once on the teammate's Apps tab, or just ask it and it sends you the link. It connects with the Better Proposals account your team chooses, and each teammate has its own connections, so you decide exactly what each one can reach.
What does it do in Better Proposals without asking?
The everyday work it is there for: reading, updating and keeping things current. It asks first before contacting someone new, spending money, or anything that can't be undone, and every step is in its activity log.
Does it need its own Better Proposals seat?
No. It works through the connection your team sets up, so there is no extra Better Proposals seat to buy for it.
Is Delegmate made by Better Proposals?
No. Delegmate is independent and is not affiliated with or endorsed by Better Proposals. Better Proposals is a trademark of its owner.
More Finance apps
All integrationsAdd your first teammate today
Sign in with your Google Workspace admin account. It takes a couple of minutes.
Better Proposals is a trademark of its owner. Delegmate is not affiliated with or endorsed by Better Proposals.