Better Proposals AI Agent Integration for Teams

Managing proposals is crucial for closing deals and keeping clients happy, but switching between Better Proposals and your chat tools can slow down even the most organized teams. That’s where Runbear comes in: by integrating the Better Proposals platform with Runbear’s AI agents inside Slack, Teams, or Discord, your team gains instant access to proposal data, automates daily reporting, and streamlines collaboration—without leaving your favorite team chat.

Let’s explore how combining Better Proposals and Runbear can transform your workflow, boost team productivity, and give every team member smart AI-powered tools for sales success.

About Better Proposals

Better Proposals is a leading online proposal management platform designed to help businesses create, customize, and organize professional proposals with ease. Its core features include an extensive library of customizable templates, integrated e-signatures, rich content options, approval workflows, and robust user permission controls—all available within a streamlined, intuitive interface. Better Proposals integrates seamlessly with major CRMs, payment gateways, and productivity tools, making it a go-to solution for sales teams, agencies, freelancers, and anyone needing to deliver polished, effective proposals. By centralizing proposal creation and tracking, it removes the friction from document management and helps teams close deals faster, with higher consistency and visibility across the sales process.

Use Cases in Practice

The integration of Better Proposals with Runbear unlocks game-changing capabilities for teams large and small. Here’s how each use case plays out in real business scenarios:

1. Instant Proposal Lookup in Slack: Instead of toggling between multiple browser tabs, your team can ask the Runbear AI agent questions like, “Show me all proposals sent to Acme Corp last quarter,” or “Which proposals are awaiting signature?” The AI agent fetches details from Better Proposals and delivers precise answers in seconds—enabling sales reps, managers, or support staff to stay focused, cut down on search time, and respond to client queries instantly.

2. Automated Proposal Summary Reports: Set up scheduled jobs with your Runbear AI agent to deliver daily or weekly snapshot reports summarizing proposal activity—such as new proposals sent, recent wins or losses, upcoming renewals, or pending approvals. These automated updates keep your whole team aware of sales pipeline movements right in Slack or Teams, making it easy to discuss next steps without digging through reports—a process similar to the approach in How to Automate KPI Reporting.

3. Effortless Proposal Knowledge Sharing: Teams often have recurring questions about proper proposal formatting, approval flows, or template usage. By syncing your playbooks or process docs from Better Proposals, Google Drive, or Notion, the Runbear AI agent becomes your living knowledge base. Any team member can simply ask, “How do we add password protection to a proposal?” or “What are our review guidelines?”—receiving up-to-date, accurate responses in seconds. This mirrors the benefits demonstrated in Instantly Query Excel Reports in Slack—No More Manual Data Checks.

4. On-Demand Analytics and Charting: Visualize proposal conversion rates, average turnaround times, or win/loss ratios without analyst support or manual spreadsheets. The Runbear AI agent can analyze synced Better Proposals data and generate easy-to-read charts posted right into your team channel. This means managers get answers like “Show last month’s proposal win rate” instantly, driving fast, data-informed decisions—much like the automation described in Simplify Your Business Analytics.

With these powerful use cases, your proposal workflows become faster, more collaborative, and completely in sync with your team’s daily habits.

Better Proposals vs Better Proposals + AI Agent: Key Differences

Integrating Runbear with Better Proposals transforms your team's proposal management from isolated, manual processes into seamless, AI-powered automation. Rather than navigating multiple tabs or searching for scattered documents, teams using Runbear access vital proposal data, generate custom reports, and collaborate on insights—all inside Slack or Teams. With AI agents at their side, teams benefit from intuitive knowledge retrieval, smarter decision-making, and faster workflows.

Implementation Considerations

When adopting a workflow that connects Better Proposals to Runbear, teams should be prepared for a short setup period that involves connecting both tools, ensuring document sync, and configuring AI agent permissions within Slack, Teams, or Discord. Team training is crucial to show members how to interact with the AI agent—especially for those unfamiliar with chat-powered automation. Consider data governance best practices to make sure sensitive proposal content remains secure, and evaluate how reporting schedules and shared knowledge bases fit your existing workflow. Factor in subscription costs for both platforms and ensure your team is ready for the cultural shift toward AI-driven processes. By addressing these areas proactively, teams can ensure a smooth, secure, and valuable integration.

Get Started Today

Combining Better Proposals with Runbear’s AI agent gives your team an unparalleled productivity edge—streamlining search, automating routine reporting, and supercharging collaboration right within your favorite team chat. While setup and change management are important, the long-term efficiency gains, smarter decisions, and seamless workflows are well worth the investment. Ready to transform your team's approach to sales proposals? Start your 14-day free trial and experience Better Proposals automation, knowledge sharing, and analytics—powered by smart AI agents—in action today.