The Scenario
It's 7:45 AM on a Thursday. The board meeting is in three hours. Your sales director asked you — sometime last week, in a Slack thread you've since scrolled past — to have a win-rate breakdown ready by proposal type. You know the data lives in Better Proposals. You have a Google Sheet open. The gap between those two things is what you're staring at right now.
The bad version:
- Log into Better Proposals, click through to the proposals list, download the CSV export, realize the columns don't match your sheet headers, spend 20 minutes reformatting
- Manually recategorize proposal types because the export lumps them together in a field that doesn't parse cleanly
- Paste in 180 rows, discover that 12 of them have blank status fields because they were archived mid-send, decide whether to keep or drop them, run the win-rate formula, get a number that doesn't feel right
Three hours is not enough time to do that cleanly and also prep talking points.
The board meeting isn't waiting on your spreadsheet — the spreadsheet is supposed to be done by now.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that runs inside your Google Sheet. It reads your sheet, understands what you're working on, and talks to Better Proposals on your behalf through a built-in integration. You don't configure anything — you just ask.
Fetch all Better Proposals proposals and write proposal ID, title, company, status, value, currency, creation date, and sent date into my sheet — one row per proposal
What You Get
- One row per proposal, written starting at the next empty row in the active sheet
- Columns: proposal ID, title, company name, status (e.g., "signed," "opened," "paid"), deal value, currency code, creation date, sent date
- Any proposals with missing values — no sent date, no value — are included with blank cells rather than dropped, so you can decide what to do with them
- The write completes in a single pass; no pagination to manage manually
What If the Data Is Not Quite Ready
The status field came in as a code, not a label
Fetch all Better Proposals proposals, write them to my sheet with columns A–H as: proposal ID, title, company, status, value, currency, created date, sent date — then in column I add a readable label: map "new" to "Draft", "sent" to "Sent", "opened" to "Opened", "signed" to "Won", "paid" to "Paid", everything else to "Other"
I only want proposals from the last six months
Fetch all Better Proposals proposals created after November 14 2025 and write proposal ID, title, company, status, value, currency, and creation date to my sheet — exclude any with a blank creation date
The values are in mixed currencies and I need a single-currency total
Fetch all Better Proposals proposals, write them to my sheet with columns: proposal ID, title, status, value, currency — then for rows where currency is "EUR", multiply value by 1.08 and write the USD equivalent to column F; leave column F blank for USD rows
Clean the data, filter it, and calculate win rate in one shot
Fetch all Better Proposals proposals, write them to columns A–H (ID, title, company, status, value, currency, created date, sent date), skip rows where status is blank, then in cell J1 write a formula that calculates the percentage of rows where status is "signed" or "paid" out of all rows with a non-blank status
Cleanup, filtering, and analysis in a single prompt. That's the move when you're working against a clock.
Try It
Open a Google Sheet — even a blank one — and get the 7-day free trial of SheetXAI. Ask it to pull your Better Proposals pipeline and calculate win rate by status. Then link to the pipeline-by-stage spoke or back to the Better Proposals hub.