Better Proposals

Let your phone agent pull proposal status and create proposals with Better Proposals.

Connect Better Proposals and your agent can work with your proposals while it is on the phone. Callers ask where their proposal stands, and the agent looks it up in your account and reports back. After a discovery call, the agent can create a new company record, check whether it already exists, and prepare the next proposal. Your team stays in control of what goes out. The agent handles the lookups and the paperwork during the call, so your sales staff can focus on the conversation.

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What your agent can do with Better Proposals

Look up proposals and report their current status to the caller
Check the company list before creating a new record, to avoid duplicates
Create new company records from details gathered during the call
Find the right document type and currency so proposals are set up correctly

Better Proposals exposes 23 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Client asks about a proposal they received

Caller
Hi, this is Dana Whitfield from Northgate Dental. I was sent a proposal last week for the website redesign and I wanted to check if it's been opened yet.
Agent
Hi Dana, let me look that up for you. I can see the Northgate Dental website redesign proposal. It was sent on Tuesday and it has not been opened yet.
Caller
Okay, could you resend the link to my email?
Agent
Of course. I've asked the team to resend it to dana@northgatedental.co.uk. You should have it within a few minutes.

New lead asks for a quote on a call

Caller
We're a plumbing company called Harbor Pipe & Heat. We'd like a proposal for a service contract covering twelve properties.
Agent
Thanks for calling. Before I set that up, let me check whether Harbor Pipe & Heat is already in your system.
Agent
It isn't, so I'll create the company record now. Can I confirm the billing email and the contact name?
Caller
Sure, it's accounts@harborpipe.com and the contact is Marcus Reyes.
Agent
Thanks, Marcus. The company is set up in GBP and a service contract proposal is ready for your team to review and send today.

Outbound follow-up on an open proposal

Agent
Hello, this is calling for Caldwell Architecture regarding the office fit-out proposal we sent on the 3rd. Do you have a few minutes?
Caller
Yes, I've been meaning to reply. What's the total again?
Agent
The total is 18,450 dollars, with payment in two stages. Would you like me to send a reminder with the link to your inbox?
Caller
Please do, and I'll review it this afternoon.

How to connect Better Proposals

1
Create your agent
Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.
2
Connect Better Proposals
From Integrations in the dashboard, choose Better Proposals and enter the connection details from your Better Proposals account settings.
3
Choose the actions
In the agent editor, enable the Better Proposals actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent work with Better Proposals during the call or after it?

Both. During a call, your agent can look up proposals, check companies and find document types. After a call, it can create records and note what was discussed, so your files stay current.

What do I need to connect Better Proposals?

You need an active Better Proposals account. Enter your Better Proposals credentials from its settings in the AgentCalls dashboard, and the connection is ready to use.

Which plan includes this integration?

Integrations, including Better Proposals, are included from the Growth plan.

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Put your agent to work with Better Proposals.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.