Once you've connected the Better Proposals CLI to your AI assistant, you can simply ask it to find and create proposals for you, or extract information from them.
If you haven't set up the CLI yet, follow the steps in our article on here first.
Asking your AI Assistant
Once your assistant is connected, you can simply ask it to do things in plain language. Here are a few ideas to get you started:
"Which proposals were opened but not signed this week?"
"Create a proposal for Acme Ltd using my Website Redesign template."\
"Show me the merge tags I've set up."
"Give me a list of all my Outstanding proposals."
Keeping the CLI Up to Date
We release improvements to the CLI regularly. Whenever a new version is out, you'll see a short note in Terminal or PowerShell, and your AI assistant can let you know too. To update, simply type betterproposals update and press Enter.
If you're on a Mac and see a message about permissions, type sudo betterproposals update instead and enter your computer's password when asked.
To check which version you're on, type betterproposals --version.