Better Proposals Bulk Client Follow-Up Sender

WHAT IT DOES

Better Proposals Bulk Client Follow-Up Sender lets you send follow-up emails to multiple clients at once. Instead of opening each proposal individually, clicking the follow-up button, selecting a template, and sending — repeating this for every single proposal — this tool provides a unified checklist of all proposals on the current page. You can filter proposals by client name, proposal title, or status (Sent, Viewed, Signed, Declined, Expired) to quickly find your target group. Select any number of proposals using checkboxes, choose a follow-up email template from the dropdown, and click Send. The tool then automatically processes each selected proposal — opening the follow-up action, selecting the chosen template, and sending the email. This turns what could be dozens of manual operations into a single batch action, making client follow-up and proposal nurturing significantly more efficient.

WHERE IT RUNS

This script runs exclusively on the Better Proposals web application in your browser. It activates on the proposals list page and dashboard views where proposal data is displayed. It requires the BotGentz extension to inject and execute the script. The tool does not work on Better Proposals' client-facing proposal views, mobile app, or any third-party wrappers — only the admin dashboard accessed through a Chromium-based or Firefox browser. It specifically targets pages under *.betterproposals.com, including custom subdomains for your Better Proposals account.

HOW TO USE

After installing the script via BotGentz, log in to your Better Proposals dashboard and navigate to the Proposals page. The tool automatically detects the proposal list and displays a floating panel on the right side. The panel shows all proposals visible on the current page, with checkboxes next to each proposal entry. Each proposal displays the client name, proposal title, status, and date sent. Use the search box to filter by client name or proposal title, or use the status filter dropdown to show only proposals with a specific status. Check the boxes for every proposal you want to send a follow-up to. Below the proposal list, select a follow-up email template from the dropdown — this loads available templates from your Better Proposals account. Click "Send Follow-Ups" and the tool will process each selected proposal one by one — opening the follow-up action, selecting the chosen template, and sending the email. A status message appears when the operation completes, showing how many follow-ups were successfully sent.

THE ACTUAL MECHANISM — WHY IT WORKS

Better Proposals' admin interface is built with React and uses a component-based rendering system for its proposal management. The proposal list is rendered as cards, table rows, or list items, each containing proposal metadata and action buttons. This tool scans the DOM for proposal items using multiple selector patterns that Better Proposals consistently uses across versions. For each proposal, it extracts the client name, proposal title, status, and date sent from the visible text content, and assigns a unique identifier from data attributes. When sending follow-ups, the tool locates the follow-up button within each proposal item — either as a direct button or within an action menu — and triggers a click event that opens Better Proposals' follow-up modal. The modal contains a template selection dropdown that the tool populates by reading available options from the DOM. The tool sets the selected template using React-friendly event dispatching — setting the value via the native setter and dispatching both "input" and "change" events to ensure React registers the selection. The tool then clicks the modal's send/confirm button, waits for the modal to close, and proceeds to the next proposal. This approach works without making direct API calls, which would require authentication tokens and knowledge of Better Proposals' internal API structure. By using the existing UI, the tool works within Better Proposals' own permission and validation system, and continues to function even if the underlying API changes.

THE PANEL

The floating panel is fully draggable — click and drag the header to reposition it anywhere on the page. The panel's position is saved per site in localStorage, so it reappears exactly where you left it when you return to the proposals page. Double-click the header to snap the panel to the nearest edge (left or right). A collapse button minimizes the panel to a small tab showing an envelope emoji badge, keeping it out of the way while still accessible. The proposal list inside the panel is scrollable and resizes vertically based on the number of proposals. Pressing Escape while the panel is focused closes it completely; reopening is done via a small button injected near the page header (visible only on proposals pages). All panel interactions are non-blocking — Better Proposals' main UI remains fully responsive while the panel is open, and the panel updates automatically when you navigate between pages or change filters.

PLEASE NOTE

This script requires the BotGentz extension (free) to run user scripts on Better Proposals. Better Proposals frequently updates its admin interface and modal structures; if the tool stops working, check for an updated version within BotGentz's script repository. This tool does not store, transmit, or log any client data, proposal details, or email content — all operations occur locally in your browser with no external network requests except those made by Better Proposals itself. Follow-up emails are sent through Better Proposals' own system, so all sending rules, rate limits, and template settings configured in your Better Proposals account are respected. The tool does not bypass Better Proposals' sending limits or permission system; it simply automates the clicks you would otherwise perform manually. For very large proposal lists with dozens or hundreds of entries, the tool may take several minutes to complete the operation, as each proposal is processed sequentially with delays to avoid overwhelming the UI. A progress indicator shows which proposal is currently being processed. Always double-check your selections and template choice before applying changes, as bulk follow-ups are irreversible through this tool (though Better Proposals' UI allows manual follow-up tracking). The tool only affects proposals visible on the current page; to send follow-ups to all proposals, use Better Proposals' built-in pagination controls or adjust your filters to show all relevant proposals.