• READY
  • TEMPLATE
  • HUMAN
  • LIST

How to create new proposals with your AI

Connect Better Proposals to your AI client once. From there, you can turn a chat prompt into a finished sales document.

Ask AI about this page

Short answer

How can I make a proposal using my AI?

Your AI uses the Better Proposals MCP to browse your available templates and then generates a specific proposal based on your requirements. You'll get a ready-to-send document sitting in your dashboard.

The outcomes.

Where your requests land.

Depending on what you ask, your AI will produce one of these results.

READY

A finished proposal

The AI builds a complete document. You'll find a new proposal waiting in your Better Proposals account.

TEMPLATE

A selected template

If you aren't ready to build, the AI can just show you what templates you have. You'll get a list of options to choose from.

HUMAN

Manual review needed

The AI handles the structure and data, but you should always check the final numbers and terms. You'll need to do the final sign-off yourself.

LIST

An inventory of styles

The AI can pull a list of your existing layouts. This helps you decide which direction to take before any document is actually created.

The workflow

What your AI does when you ask for a proposal.

The AI handles the heavy lifting of searching and building, leaving you to just provide the details.

  1. Find the right style

    The AI looks through your Better Proposals library to find a template that fits your specific deal or industry.

    list_templates

  2. Build the document

    Once a template is chosen, the AI fills in the client details and pricing to create the actual file.

    create_proposal

  3. Verify the data

    The AI checks the information you provided against the template requirements to ensure nothing is missing.

    list_templates

  4. Finalize the draft

    The AI completes the creation process so the proposal is sitting in your dashboard ready for your review.

    create_proposal

Try it

Copy these to start.

Use these prompts to trigger the Better Proposals tools.

Starting points

These are just ways to start the conversation. Swap out the bracketed info with your actual client names or project details.

Better Proposals Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_IxNazBXg3DekU9lpUNVjLqpWdDkaFXhO1XA6MgZq/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Better Proposals capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "better-proposals-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_IxNazBXg3DekU9lpUNVjLqpWdDkaFXhO1XA6MgZq/mcp"
    }
  }
}
Copy into chat04

  • Show me all my available templates in Better Proposals.

  • Create a new proposal for Acme Corp using my standard service template.

  • Find a template in Better Proposals that works for a high-end consulting project.

  • Make a proposal for the Smith account using the 'Monthly Retainer' template.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Better Proposals once, then ask.

Just click the link to connect your account. Your login stays encrypted and secure, and you can start chatting with your AI immediately.

Connect Better Proposals to your AI

FAQ

How this task behaves.

  • 01

    Can the AI edit an existing proposal?

    No. The current tools only allow the AI to list templates and create brand new proposals.

  • 02

    Does the AI decide the pricing on its own?

    No. The AI only uses the pricing information you provide in your chat prompt to build the document.

  • 03

    Will the AI send the proposal to my client automatically?

    No. The AI creates the proposal in your account, but you must be the one to hit the send button.

  • 04

    Can I see a list of my templates first?

    Yes. You can ask the AI to show you your templates before you tell it to create anything.

  • 05

    Do I need to open the Better Proposals website to do this?

    No. Once you connect, you do everything through your AI client.

  • More questions about Better Proposals? See everything the Better Proposals Connector can do

Connect Better Proposals to Claude, Cursor, ChatGPT & more