Better Proposals Help & Support

  • How to Get Started with Better Proposals on Zapier
  • Popular Things to do with Better Proposals
  • Common Problems with Better Proposals on Zapier

How to Get Started with Better Proposals on Zapier

When you start creating a Better Proposals Zap, you will be asked to connect your Better Proposals account.

Click to connect Better Proposals

Next, you'll be asked to enter your Better Proposals API key.

Better Proposals API Key

To locate your API Key in your Better Proposals account, please follow these steps:

  • Log into your Better Proposals account
  • Click the 'Settings' icon in the top right
  • Click 'Integrations'
  • Choose 'Zapier'
  • Click 'Generate API Key'
  • Copy the API key from the page

Paste your key back into your Zapier account and then “Continue”.

If all steps were successful your Better Proposals account will now be successfully connected.

Better Proposals connection successful

Popular Things to do with Better Proposals

  • Add the recipients of newly opened proposals from Better Proposals to MailChimp as subscribers

    Better Proposals + Mailchimp

    Try It
  • Add the recipient of sent proposals from Better Proposals to Campaign Monitor as subscribers

    Better Proposals + Campaign Monitor

  • Add cards to Trello when proposals are signed in Better Proposals

    Better Proposals + Trello

  • Add to-do lists to Basecamp 3 when proposals are signed in Better Proposals

    Better Proposals + Basecamp 3

  • Add proposals to Better Proposals from new Typeform entries

    Typeform + Better Proposals

  • Send private Slack channel messages when proposals are sent via Better Proposals

    Better Proposals + Slack

Common Problems with Better Proposals on Zapier

Does Better Proposals need any special plan pricing?#

Zapier is available on our Premium and Enterprise plans.

Pricing: https://betterproposals.io/pricing

Does Better Proposals need any special account permissions?#

Integrations can only be set up by admin users, but can then be used by anyone within the account once they're connected.

Does Better Proposals have a help page for Zapier already?#

http://help.betterproposals.io/integrations/connecting-zapier

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