Better Proposals
for LuumenAI

Better Proposals is a web-based proposal creation tool that enables users to send professionally designed proposals.

Operate Better Proposals from the same conversation as the hosts it runs on. Check jobs, queues, and interfaces without a second console; run diagnostic reports; and restart or update with the change previewed, approved, and logged.

The Better Proposals toolbox

23 tools: 20 read, 3 write. Reads answer instantly. Writes require approval by default. Everything is logged.

  • ReadGet All CompaniesRetrieve a paginated list of all companies.
  • ReadGet All CurrenciesRetrieve a paginated list of all currencies.
  • ReadGet All Document TypesRetrieve a paginated list of all document types.
  • ReadGet All ProposalsRetrieve a paginated list of all proposals.
  • ReadGet All QuotesRetrieve a paginated list of all quotes.
  • ReadGet All TemplatesRetrieve a paginated list of all templates.
  • ReadGet Brand SettingsRetrieve settings for the default brand.
  • ReadGet CompanyRetrieve details of a specific company.
  • ReadGet CurrencyRetrieve details of a specific currency.
  • ReadGet New ProposalsRetrieve all new proposals.
  • ReadGet Opened ProposalsRetrieve all opened proposals.
  • ReadGet Paid ProposalsRetrieve all paid proposals.
  • ReadGet ProposalRetrieve details of a specific proposal by ID.
  • ReadGet Proposal CountRetrieve the total count of proposals.
  • ReadGet QuoteRetrieve details of a specific quote.
  • ReadGet Sent ProposalsRetrieve all sent proposals.
  • ReadGet SettingsRetrieve current account settings.
  • ReadGet Signed ProposalsRetrieve all signed proposals.
  • ReadGet Template DetailsRetrieve details of a specific template.
  • ReadList Merge TagsRetrieve custom merge tags with pagination support.
  • WriteCreate CompanyCreate a new company. Approval by default
  • WriteCreate Document TypeCreate a new document type. Approval by default
  • WriteCreate Proposal CoverCreate a new proposal cover design. Approval by default

Questions

How does LuumenAI connect to Better Proposals?

Authorize once with API token. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.

Can LuumenAI change things in Better Proposals on its own?

Read actions answer immediately. Anything that writes — create company, create document type, create proposal cover — is shown as a plan and requires approval by default. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.

Who gets access to the integration?

You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.

Is there an audit trail?

Every call to Better Proposals — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.

Put Better Proposals to work with Luumen

Connect in minutes. Every action scoped, approved, and audited from day one.