Create new Asana projects from templates when Better Proposals gets newly signed proposals
Start projects swiftly in Asana each time a proposal gets signed in Better Proposals. This streamlined workflow ensures you never miss the transition from proposal acceptance to project commencement. It not only saves you manual entry time but also removes the risk of oversight, paving the path for an organized project management approach.
Start projects swiftly in Asana each time a proposal gets signed in Better Proposals. This streamlined workflow ensures you never miss the transition from proposal acceptance to project commencement. It not only saves you manual entry time but also removes the risk of oversight, paving the path for an organized project management approach.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Create Project From Template
Creates a new project from a custom template.
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New Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItWorkspace
Project
Try It
Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
Short Description
Brand
Cover
Template
Currency
Add Tax to the Proposal?
Tax Name (e.g. VAT, IVA, GST)
Tax Percentage
Recipient First Name
Recipient Last Name
Recipient Email Address
Eligible to Sign
WorkspaceRequired
ProjectRequired
Try It