Patricia works your Better Proposals.
Ask her in Slack. She builds the proposal from your template and tells you what a prospect opened or signed, but anything going out to a client waits for your yes.
@Pati where do our open proposals stand this week?
Three are live right now, and one needs a nudge:
- Lumen: $18,000 retainer proposal, opened 4 times, not signed yet
- Northwind: expansion quote, signed and paid 2 days ago
- Lumen has been sitting on it for a week, want me to prep a follow-up for you to send?
Yes to the nudge. And start the Fernbrook paid-social expansion proposal off the retainer template.
Follow-up on the open Lumen proposal is drafted and waiting for your yes. And I started the Fernbrook expansion proposal from your retainer template, their details filled in and the scope outlined, saved as a draft for you to price. It is ready when you are, but I will not send anything until you approve.
Patricia + Better Proposals
What she does in Better Proposals.
Real actions she takes on your say-so, not a list of API endpoints.
Build the proposal from your template
She creates the proposal or quote from a template your team already uses, company and pricing filled in, so a new proposal is a message instead of an afternoon.
Read back opened, signed, and paid
Where every proposal stands, new, opened, signed, or paid, answered in Slack, so a live deal never sits unopened for a week without anyone catching it.
Chase the ones going cold
She flags the proposal a prospect keeps opening but has not signed and preps the follow-up, so a deal that is one signature from closing does not stall out.
Know what a prospect is actually doing
How many times a proposal was opened and whether it moved toward signature, pulled without logging into the account, so you follow up on real signal instead of a guess.
Keep companies and branding current
Prospect companies added, currencies and brand settings kept right, so every proposal goes out looking like your agency and priced in the client's terms.
Hold the send until you approve
Building proposals and reading status run on their own. Sending a proposal goes to a client, so she preps it, shows you, and waits for your yes in Slack.
Say it like you'd say it
Things to ask her on day one.
Where do our open proposals stand this week?
Build a retainer proposal for Lumen from our template
Which proposals have been opened but not signed?
Prep a follow-up on the Lumen proposal for me to send
Which proposals got signed and paid this month?
Better together
Better Proposals is one hand. Give her the other.
Patricia's value compounds when the whole workflow lives with her, not just one tool.
Setup
Better Proposals, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Today at 9:00 AM
Connect Better Proposals
One OAuth click. She gets only the access you approve, and you can disconnect her anytime.
Better Proposals connected
Ask
Mention @Pati with the job. Building proposals and reading status run on their own; sending to a client waits for your yes.
@Pati Where do our open proposals stand this week?
On it.
FAQ
Better Proposals questions, answered.
What can Patricia actually do in Better Proposals?
She builds proposals and quotes from your templates, reads status across new, opened, signed, and paid, chases the ones going cold, and keeps companies and branding current. In practice: she gets the proposal ready and tells you what a prospect did with it.
Will she send a proposal on her own?
No, and this is the line that matters. A proposal sent goes to a client, so she prepares it, shows it to you, and sends only after your explicit yes in Slack. Reading what was opened, signed, or paid runs on its own.
Which Better Proposals plan do we need?
Any plan that lets you send proposals works. She connects through Better Proposals' official OAuth flow with the access you approve, the same way other approved tools do, and only sees the account you connect.
We keep proposals separate per client. Does that hold?
Yes, that is the setup she expects at an agency. She works the account you connect, and each client's proposals, templates, and pricing stay walled off from the rest.
What does the Better Proposals integration cost?
Nothing extra. Every integration is included, on every plan.
One of 1,000+ integrations. Browse the full directory
Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.