Keep proposal milestones on deals
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SPIRITT
Better ProposalsBetter Proposals
Keep proposals moving after send
SPIRITT builds Better Proposals pipeline dashboards and sales follow-through from your proposal, quote, template, and company records. It also creates companies, document types, and cover designs for approved preparation work.
What you can do with Better Proposals.
A visible proposal pipeline
Bring new, sent, opened, signed, and paid proposal records into a useful deal view.
Timely customer handoffs
Coordinate follow-up and onboarding from the proposal state actually returned.
Consistent proposal preparation
Maintain company records, document types, and approved cover designs for your sales team.
Works with your other apps.
Get started in three steps.
01
Open your workspace
Start a SPIRITT workspace and describe the outcome: build a proposal revenue desk or carry signed proposals into delivery.
02
Connect Better Proposals
Connect Better Proposals with your API key and identify the proposal types, companies, and follow-up rules your sales operation should use.
03
Hand over the mission
Choose the records and rules. SPIRITT carries the work through to a checked result: follow up after a proposal opens, with follow-through in your connected apps.
Hand over a mission.
Choose a mission. Make it yours.
Put Better Proposals to work.
Keep proposals moving after send
Questions
Better Proposals, with SPIRITT.
01What can SPIRITT do with Better Proposals?+
SPIRITT builds Better Proposals pipeline dashboards and sales follow-through from your proposal, quote, template, and company records. It also creates companies, document types, and cover designs for approved preparation work.
02How do I connect Better Proposals?+
Connect Better Proposals with your API key and identify the proposal types, companies, and follow-up rules your sales operation should use.
03Can it create or send a proposal natively?+
This connection reads proposals, quotes, and templates and creates companies, document types, and covers. Proposal creation and sending are not available native actions; SPIRITT still runs the surrounding sales and delivery operation.
04Can it react to signed or paid proposals?+
Yes. Scheduled checks of signed and paid records can drive CRM updates, delivery projects, and customer introductions, with stable IDs preventing duplicate handoffs.
05Does it change quote pricing?+
It retrieves quotes and can compare their values with your pricing rules. Corrections are routed to the commercial owner; this connection does not expose quote editing.
06How does ongoing Better Proposals work run?+
SPIRITT checks proposal status collections on a schedule and compares stable IDs with prior snapshots. New signatures or paid states can start connected onboarding work once, without assuming a native event subscription.