• SENT
  • VIEWED
  • SIGNED
  • HUMAN

How to track proposal status with your AI

Connect Better Proposals to your agent to see exactly when clients open or sign your documents.

Ask AI about this page

Short answer

Can I check my proposal progress in chat?

Yes. Your agent pulls live data from Better Proposals to show you which documents are sent, viewed, or signed. You'll get a clear view of your sales pipeline through your chat interface.

Where your data lands.

Real-time status updates.

Your agent uses Better Proposals data to provide these specific insights.

SENT

Track active documents

The AI identifies which proposals are currently out for review. You'll know exactly what's in the wild.

VIEWED

Spot client interest

The agent finds documents that have been opened. This tells you when a client is actively looking at your offer.

SIGNED

Confirm closed deals

The AI flags completed proposals. You'll see immediately when a client has signed a document.

HUMAN

Identify follow-ups

The agent highlights proposals that haven't been touched. You'll know exactly who needs a personal nudge.

The workflow

What your AI does when you ask for updates.

Your agent handles the data retrieval so you don't have to log in to a dashboard.

  1. List your documents

    The AI pulls your current list of proposals to find the right files.

    list_proposals

  2. Get specific details

    The agent looks up a single document to find its current status.

    get_proposal

  3. Check engagement

    The AI pulls viewing and signature data for a specific file.

    get_analytics

  4. Summarize activity

    The agent reviews the analytics to tell you if a client is interested.

    get_analytics

Try it

Copy these to start.

Paste these into your chat to get moving.

Starting points

These are opening lines. Replace the names in brackets with your actual client or proposal names.

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

  • List my recent proposals for [Client Name].

  • Show me the analytics for the [Client Name] proposal.

  • Which proposals have been viewed but not signed yet?

  • What is the status of proposal [ID Number]?

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

Start here

Connect Better Proposals once, then ask.

Link your account once via Vinkius. Your login stays encrypted, and you can immediately start asking your agent about your documents.

Connect Better Proposals to your AI

FAQ

How this task behaves.

  • 01

    Can the AI send a proposal to a client?

    No. The AI can only read and report on existing proposal data.

  • 02

    Can the AI change the price in a proposal?

    No. The AI cannot edit or modify any document content.

  • 03

    Does the AI see my Better Proposals password?

    No. Your credentials are encrypted and are never shared with the AI.

  • 04

    Can I see who viewed a proposal?

    Yes. The AI can pull analytics to show you when a document has been opened.

  • 05

    Can the AI delete a proposal?

    No. The AI only has permission to read data, not delete it.

  • More questions about Better Proposals? The Connector page answers them. See everything the Better Proposals Connector can do

Connect Better Proposals to Claude, Cursor, ChatGPT & more