Skip to content

Better Proposals Integrations

Do more with Better Proposals

Zapier allows you to instantly connect Better Proposals with 2,000+ apps to automate your work and find productivity super powers.

Connect to 2,000+ Apps

Choose an app to connect with Better Proposals

Integrate Slack with Better Proposals

Slack

Team Chat

1 Zap template

Integrate ActiveCampaign with Better Proposals

ActiveCampaign

Marketing Automation
Integrate Pipedrive with Better Proposals

Pipedrive

CRM (Customer Relationship Management)
Integrate Gmail with Better Proposals

Gmail

Email +1Email, Google
Integrate Xero with Better Proposals

Xero

Accounting +1Accounting, Premium

1 Zap template

Integrate ClickUp with Better Proposals

ClickUp

Project Management
Integrate QuickBooks Online with Better Proposals

QuickBooks Online

Accounting +1Accounting, Premium
Integrate Google Sheets with Better Proposals

Google Sheets

Google +1Google, Spreadsheets

1 Zap template

Integrate Salesflare with Better Proposals

Salesflare

CRM (Customer Relationship Management)

1 Zap template

Integrate Airtable with Better Proposals

Airtable

Databases
Integrate Trello with Better Proposals

Trello

Project Management

1 Zap template

Integrate Infusionsoft by Keap with Better Proposals

Infusionsoft by Keap

Marketing Automation +1Marketing Automation, Premium
Integrate Asana with Better Proposals

Asana

Project Management
Integrate Mailchimp with Better Proposals

Mailchimp

Email Newsletters

1 Zap template

Integrate Google Drive with Better Proposals

Google Drive

File Management & Storage +1File Management & Storage, Google
Integrate Close with Better Proposals

Close

CRM (Customer Relationship Management)
Integrate Microsoft Office 365 with Better Proposals

Microsoft Office 365

Email +1Email, Microsoft
Integrate Google Calendar with Better Proposals

Google Calendar

Calendar +1Calendar, Google

1 Zap template

Integrate Zoho CRM with Better Proposals

Zoho CRM

CRM (Customer Relationship Management) +2CRM (Customer Relationship Management), Premium, Zoho
Integrate Copper with Better Proposals

Copper

CRM (Customer Relationship Management)
Integrate Salesforce with Better Proposals

Salesforce

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate MeisterTask with Better Proposals

MeisterTask

Project Management
Integrate Stripe with Better Proposals

Stripe

Payment Processing
Integrate SharpSpring with Better Proposals

SharpSpring

Marketing Automation

1 Zap template

Integrate Invoice Ninja with Better Proposals

Invoice Ninja

Proposal & Invoice Management
Integrate FreshBooks New with Better Proposals

FreshBooks New

Accounting
Integrate Campaign Monitor with Better Proposals

Campaign Monitor

Email Newsletters

1 Zap template

Integrate Freshsales with Better Proposals

Freshsales

CRM (Customer Relationship Management)
Integrate Wave with Better Proposals

Wave

Accounting
Integrate Zoho Books with Better Proposals

Zoho Books

Accounting +1Accounting, Zoho
Integrate Typeform with Better Proposals

Typeform

Forms & Surveys

1 Zap template

Integrate Microsoft Outlook with Better Proposals

Microsoft Outlook

Email +1Email, Microsoft
Integrate Ontraport with Better Proposals

Ontraport

Marketing Automation
Integrate Teamwork with Better Proposals

Teamwork

Project Management
Integrate Basecamp 3 with Better Proposals

Basecamp 3

Project Management

1 Zap template

Integrate Gravity Forms with Better Proposals

Gravity Forms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Microsoft Dynamics 365 CRM with Better Proposals

Microsoft Dynamics 365 CRM

CRM (Customer Relationship Management) +2CRM (Customer Relationship Management), Microsoft, Premium
Integrate TeamWave with Better Proposals

TeamWave

CRM (Customer Relationship Management)
Integrate HighLevel with Better Proposals

HighLevel

Marketing Automation
Integrate Webflow with Better Proposals

Webflow

Website Builders
Integrate Dubsado with Better Proposals

Dubsado

CRM (Customer Relationship Management)
Integrate Harvest with Better Proposals

Harvest

Time Tracking Software
Integrate Calendly with Better Proposals

Calendly

Scheduling & Booking
Integrate ClickSend SMS with Better Proposals

ClickSend SMS

Phone & SMS
Integrate HubSpot with Better Proposals

HubSpot

Marketing Automation
Integrate Drip with Better Proposals

Drip

Drip Emails
Integrate PracticePanther Legal Software with Better Proposals

PracticePanther Legal Software

CRM (Customer Relationship Management)
Integrate Dropbox with Better Proposals

Dropbox

File Management & Storage
Integrate Square with Better Proposals

Square

Payment Processing
Integrate monday.com with Better Proposals

monday.com

Project Management
Integrate Agile CRM with Better Proposals

Agile CRM

CRM (Customer Relationship Management)
Integrate Chargebee with Better Proposals

Chargebee

Payment Processing
Integrate Process Street with Better Proposals

Process Street

Product Management
Integrate Wrike with Better Proposals

Wrike

Project Management
Integrate Zoho Invoice with Better Proposals

Zoho Invoice

Proposal & Invoice Management +1Proposal & Invoice Management, Zoho
Integrate Microsoft Teams with Better Proposals

Microsoft Teams

Microsoft +1Microsoft, Team Chat
Integrate Google Docs with Better Proposals

Google Docs

Documents +1Documents, Google
Integrate Kartra with Better Proposals

Kartra

Marketing Automation
Integrate ServiceM8 with Better Proposals

ServiceM8

Scheduling & Booking
Integrate SuiteDash with Better Proposals

SuiteDash

Project Management
Integrate Teamwork CRM with Better Proposals

Teamwork CRM

Beta +1Beta, CRM (Customer Relationship Management)
Integrate Accelo with Better Proposals

Accelo

Project Management
Integrate Scoro with Better Proposals

Scoro

Project Management
Integrate Google Forms with Better Proposals

Google Forms

Forms & Surveys +1Forms & Surveys, Google
Integrate AWeber with Better Proposals

AWeber

Email Newsletters

1 Zap template

Integrate FreshBooks Classic with Better Proposals

FreshBooks Classic

Accounting
Integrate Nutshell with Better Proposals

Nutshell

CRM (Customer Relationship Management)
Integrate Capsule CRM with Better Proposals

Capsule CRM

CRM (Customer Relationship Management)
Integrate ManyChat with Better Proposals

ManyChat

Social Media Marketing
Integrate Podio with Better Proposals

Podio

Project Management
Integrate Insightly with Better Proposals

Insightly

CRM (Customer Relationship Management)
Integrate SignRequest with Better Proposals

SignRequest

Signatures
Integrate Bonjoro with Better Proposals

Bonjoro

Customer Appreciation
Integrate Zoho Projects with Better Proposals

Zoho Projects

Project Management +1Project Management, Zoho
Integrate Invoiced with Better Proposals

Invoiced

Accounting
Integrate ConnectWise Manage with Better Proposals

ConnectWise Manage

CRM (Customer Relationship Management)
Integrate TimeCamp with Better Proposals

TimeCamp

Time Tracking Software
Integrate Roll with Better Proposals

Roll

Project Management
Integrate 17hats with Better Proposals

17hats

CRM (Customer Relationship Management)
Integrate Twitter with Better Proposals

Twitter

Social Media Accounts
Integrate ClickFunnels with Better Proposals

ClickFunnels

Marketing Automation
Integrate Acuity Scheduling with Better Proposals

Acuity Scheduling

Scheduling & Booking
Integrate Todoist with Better Proposals

Todoist

Task Management
Integrate Squarespace with Better Proposals

Squarespace

Forms & Surveys
Integrate MailerLite with Better Proposals

MailerLite

Email Newsletters
Integrate WooCommerce with Better Proposals

WooCommerce

eCommerce +1eCommerce, WordPress
Integrate Facebook Custom Audiences with Better Proposals

Facebook Custom Audiences

Ads & Conversion +2Ads & Conversion, Facebook, Premium
Integrate HelloSign with Better Proposals

HelloSign

Signatures
Integrate Basin with Better Proposals

Basin

Forms & Surveys
Integrate CompanyHub with Better Proposals

CompanyHub

CRM (Customer Relationship Management)
Integrate SignNow with Better Proposals

SignNow

Signatures
Integrate CRM.me with Better Proposals

CRM.me

CRM (Customer Relationship Management)
Integrate Avaza with Better Proposals

Avaza

Project Management
Integrate Cyfe with Better Proposals

Cyfe

Dashboards
Integrate Zoho Subscriptions with Better Proposals

Zoho Subscriptions

Payment Processing +1Payment Processing, Zoho
Integrate BenchmarkONE with Better Proposals

BenchmarkONE

CRM (Customer Relationship Management)
Integrate Redbooth with Better Proposals

Redbooth

Project Management
Integrate QuickFile with Better Proposals

QuickFile

Accounting
Integrate Facebook Lead Ads with Better Proposals

Facebook Lead Ads

Ads & Conversion +2Ads & Conversion, Facebook, Premium
Integrate Facebook Pages with Better Proposals

Facebook Pages

Facebook +1Facebook, Social Media Accounts
Integrate ConvertKit with Better Proposals

ConvertKit

Drip Emails
Integrate Instagram with Better Proposals

Instagram

Facebook +1Facebook, Social Media Accounts
Integrate LinkedIn with Better Proposals

LinkedIn

Microsoft +1Microsoft, Social Media Accounts
Integrate Intercom with Better Proposals

Intercom

Customer Support
Integrate ScheduleOnce with Better Proposals

ScheduleOnce

Scheduling & Booking
Integrate MySQL with Better Proposals

MySQL

Databases +1Databases, Premium
Integrate OneDrive with Better Proposals

OneDrive

File Management & Storage +1File Management & Storage, Microsoft
Integrate DocuSign with Better Proposals

DocuSign

Signatures
Integrate Streak with Better Proposals

Streak

CRM (Customer Relationship Management)
Integrate Zoho Forms with Better Proposals

Zoho Forms

Forms & Surveys +1Forms & Surveys, Zoho
Integrate Drift with Better Proposals

Drift

Customer Support
Integrate amoCRM with Better Proposals

amoCRM

CRM (Customer Relationship Management)
Integrate 123FormBuilder with Better Proposals

123FormBuilder

Forms & Surveys
Integrate Proposify with Better Proposals

Proposify

Proposal & Invoice Management
Integrate HoneyBook with Better Proposals

HoneyBook

CRM (Customer Relationship Management)
Integrate Pure Chat with Better Proposals

Pure Chat

Customer Support
Integrate vcita with Better Proposals

vcita

Scheduling & Booking
Integrate Heymarket SMS with Better Proposals

Heymarket SMS

Phone & SMS
Integrate MessageBird with Better Proposals

MessageBird

Phone & SMS
Integrate Zoho Cliq with Better Proposals

Zoho Cliq

Website Builders
Integrate Sprout Studio with Better Proposals

Sprout Studio

Images & Design
Integrate EngageBay Marketing with Better Proposals

EngageBay Marketing

Marketing Automation
Integrate Beekeeper with Better Proposals

Beekeeper

Team Collaboration
Integrate Odoo CRM with Better Proposals

Odoo CRM

CRM (Customer Relationship Management)
Integrate DEAR Inventory with Better Proposals

DEAR Inventory

Accounting
Integrate SweepBright with Better Proposals

SweepBright

CRM (Customer Relationship Management)
Integrate WHMCS with Better Proposals

WHMCS

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate Tallyfy with Better Proposals

Tallyfy

Task Management
Integrate Active Collab with Better Proposals

Active Collab

Project Management
Integrate Plutio with Better Proposals

Plutio

Beta +1Beta, Project Management

1 Zap template

Integrate Nifty with Better Proposals

Nifty

Beta +1Beta, Project Management
Integrate Content Snare with Better Proposals

Content Snare

Beta +1Beta, Forms & Surveys

1 Zap template

Integrate amoCRM (Legacy) with Better Proposals

amoCRM (Legacy)

CRM (Customer Relationship Management)
Integrate Moneybird with Better Proposals

Moneybird

Accounting
Integrate Paymo with Better Proposals

Paymo

Project Management
Integrate Wix Automations with Better Proposals

Wix Automations

CRM (Customer Relationship Management)
Integrate FreeAgent with Better Proposals

FreeAgent

Accounting
Integrate Google BigQuery with Better Proposals

Google BigQuery

Databases +2Databases, Google, Premium
Integrate YouTube with Better Proposals

YouTube

Google +1Google, Video & Audio
Integrate Shopify with Better Proposals

Shopify

eCommerce +1eCommerce, Premium
Integrate JotForm with Better Proposals

JotForm

Forms & Surveys
Integrate Microsoft Excel with Better Proposals

Microsoft Excel

Microsoft +1Microsoft, Spreadsheets
Integrate Evernote with Better Proposals

Evernote

Notes
Integrate Google Tasks with Better Proposals

Google Tasks

Google +1Google, Task Management
Integrate Wufoo with Better Proposals

Wufoo

Forms & Surveys
Integrate Any.do with Better Proposals

Any.do

Task Management
Integrate Toggl with Better Proposals

Toggl

Time Tracking Software
Integrate Sendinblue with Better Proposals

Sendinblue

Email Newsletters
Integrate Leadpages with Better Proposals

Leadpages

Forms & Surveys
Integrate Google Analytics with Better Proposals

Google Analytics

Ads & Conversion +1Ads & Conversion, Google
Integrate Google Cloud Print with Better Proposals

Google Cloud Print

Devices +1Devices, Google
Integrate Pipefy with Better Proposals

Pipefy

Project Management
Integrate Autopilot with Better Proposals

Autopilot

Marketing Automation
Integrate Formstack Documents with Better Proposals

Formstack Documents

Documents
Integrate Google Slides with Better Proposals

Google Slides

Documents +1Documents, Google
Integrate Paperform with Better Proposals

Paperform

Forms & Surveys
Integrate Facebook Offline Conversions with Better Proposals

Facebook Offline Conversions

Ads & Conversion +1Ads & Conversion, Facebook
Integrate Formidable Forms with Better Proposals

Formidable Forms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Jira Software Server with Better Proposals

Jira Software Server

Project Management
Integrate Knack with Better Proposals

Knack

Databases
Integrate Mojo with Better Proposals

Mojo

CRM (Customer Relationship Management)
Integrate Box with Better Proposals

Box

File Management & Storage
Integrate TextMagic with Better Proposals

TextMagic

Phone & SMS
Integrate Amazon S3 with Better Proposals

Amazon S3

Amazon +2Amazon, File Management & Storage, Premium
Integrate Landbot with Better Proposals

Landbot

Marketing Automation
Integrate Sendy with Better Proposals

Sendy

Email Newsletters
Integrate SimpleTexting with Better Proposals

SimpleTexting

Phone & SMS
Integrate Highrise with Better Proposals

Highrise

CRM (Customer Relationship Management)
Integrate Rocket.Chat with Better Proposals

Rocket.Chat

Team Chat
Integrate Woodpecker.co with Better Proposals

Woodpecker.co

Drip Emails
Integrate Docparser with Better Proposals

Docparser

Documents
Integrate Daylite with Better Proposals

Daylite

CRM (Customer Relationship Management)
Integrate Braintree with Better Proposals

Braintree

Payment Processing
Integrate Moosend with Better Proposals

Moosend

Marketing Automation
Integrate Cloze with Better Proposals

Cloze

CRM (Customer Relationship Management)
Integrate Caspio Cloud Database with Better Proposals

Caspio Cloud Database

Databases
Integrate OnePageCRM with Better Proposals

OnePageCRM

CRM (Customer Relationship Management)
Integrate Thryv with Better Proposals

Thryv

CRM (Customer Relationship Management)
Integrate Freedcamp with Better Proposals

Freedcamp

Project Management
Integrate Gist with Better Proposals

Gist

Customer Support
Integrate Act! with Better Proposals

Act!

CRM (Customer Relationship Management)
Integrate Zoho Sheet with Better Proposals

Zoho Sheet

Spreadsheets +1Spreadsheets, Zoho
Integrate Agendor with Better Proposals

Agendor

CRM (Customer Relationship Management)
Integrate SalesUp! with Better Proposals

SalesUp!

CRM (Customer Relationship Management)
Integrate Klipfolio with Better Proposals

Klipfolio

Dashboards
Integrate Survey Anyplace with Better Proposals

Survey Anyplace

Forms & Surveys
Integrate Nusii Proposals with Better Proposals

Nusii Proposals

Proposal & Invoice Management
Integrate Evernote Business with Better Proposals

Evernote Business

Notes +1Notes, Premium
Integrate Geckoboard with Better Proposals

Geckoboard

Dashboards
Integrate AND CO with Better Proposals

AND CO

Proposal & Invoice Management
Integrate BotStar with Better Proposals

BotStar

Customer Support
Integrate Mavenlink with Better Proposals

Mavenlink

Project Management
Integrate Retrograde by Zapier with Better Proposals

Retrograde by Zapier

Calendar +1Calendar, Zapier
Integrate Workbooks CRM with Better Proposals

Workbooks CRM

Website Builders
Integrate naturalForms with Better Proposals

naturalForms

Forms & Surveys
Integrate Wix Answers with Better Proposals

Wix Answers

Customer Support
Integrate Forte Payments with Better Proposals

Forte Payments

Payment Processing
Integrate LearnDash with Better Proposals

LearnDash

Online Courses +1Online Courses, WordPress
Integrate Formstack with Better Proposals

Formstack

Forms & Surveys
Integrate Burst SMS with Better Proposals

Burst SMS

Phone & SMS
Integrate lemlist with Better Proposals

lemlist

Drip Emails
Integrate AgencyZoom with Better Proposals

AgencyZoom

Beta +1Beta, CRM (Customer Relationship Management)
Integrate GoFormz with Better Proposals

GoFormz

Forms & Surveys
Integrate Salesmsg with Better Proposals

Salesmsg

Phone & SMS
Integrate Clust with Better Proposals

Clust

Beta +1Beta, Documents
Integrate Sunrise with Better Proposals

Sunrise

Accounting +1Accounting, Beta

1 Zap template

Integrate Formitize with Better Proposals

Formitize

Forms & Surveys
Integrate Qwilr with Better Proposals

Qwilr

Proposal & Invoice Management
Integrate Quiz Maker with Better Proposals

Quiz Maker

Forms & Surveys
Integrate Outgrow with Better Proposals

Outgrow

Forms & Surveys
Integrate ProcessPlan with Better Proposals

ProcessPlan

Product Management
Integrate Actionstep with Better Proposals

Actionstep

CRM (Customer Relationship Management)
Integrate PandaDoc with Better Proposals

PandaDoc

Documents
Integrate Axonaut with Better Proposals

Axonaut

Beta +1Beta, CRM (Customer Relationship Management)
Integrate GreenRope with Better Proposals

GreenRope

CRM (Customer Relationship Management)
Integrate Flock with Better Proposals

Flock

Team Chat
Integrate Syncro MSP with Better Proposals

Syncro MSP

CRM (Customer Relationship Management)
Integrate SmartEngage with Better Proposals

SmartEngage

Marketing
Integrate Paystack with Better Proposals

Paystack

Payment Processing
Integrate Donately with Better Proposals

Donately

Fundraising
Integrate Bullhorn CRM with Better Proposals

Bullhorn CRM

CRM (Customer Relationship Management)
Integrate Salesmate with Better Proposals

Salesmate

CRM (Customer Relationship Management)
Integrate EmailOctopus with Better Proposals

EmailOctopus

Email Newsletters
Integrate Short.cm with Better Proposals

Short.cm

URL Shortener
Integrate SugarCRM 7+ with Better Proposals

SugarCRM 7+

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate ConvertCalculator with Better Proposals

ConvertCalculator

Beta +1Beta, Forms & Surveys
Integrate Realvolve with Better Proposals

Realvolve

CRM (Customer Relationship Management)
Integrate Productboard with Better Proposals

Productboard

Product Management
Integrate PDFfiller with Better Proposals

PDFfiller

Documents
Integrate Zoho WorkDrive with Better Proposals

Zoho WorkDrive

File Management & Storage +1File Management & Storage, Zoho
Integrate Bonsai with Better Proposals

Bonsai

Forms & Surveys
Integrate SuperOffice CRM with Better Proposals

SuperOffice CRM

CRM (Customer Relationship Management)
Integrate Bigin by Zoho CRM with Better Proposals

Bigin by Zoho CRM

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Zoho
Integrate Twilio with Better Proposals

Twilio

Phone & SMS
Integrate Runrun.it with Better Proposals

Runrun.it

Project Management
Integrate Zonka Feedback with Better Proposals

Zonka Feedback

Forms & Surveys
Integrate Tubular with Better Proposals

Tubular

CRM (Customer Relationship Management)
Integrate Google Contacts with Better Proposals

Google Contacts

Contact Management +1Contact Management, Google
Integrate Kajabi with Better Proposals

Kajabi

eCommerce
Integrate PayPal with Better Proposals

PayPal

Payment Processing +1Payment Processing, Premium
Integrate Zoom with Better Proposals

Zoom

Video Conferencing
Integrate Zenkit with Better Proposals

Zenkit

Task Management

1 Zap template

Integrate PipelineDeals with Better Proposals

PipelineDeals

CRM (Customer Relationship Management)
Integrate Revolut Business with Better Proposals

Revolut Business

Payment Processing
Integrate Autotask with Better Proposals

Autotask

CRM (Customer Relationship Management)
Integrate CoSchedule with Better Proposals

CoSchedule

Scheduling & Booking
Integrate Better Proposals with Better Proposals

Better Proposals

Proposal & Invoice Management

22 Zap templates

Connect Better Proposals to 2,000+ Apps

  • Add recipients of newly-opened proposals from Better Proposals to Mailchimp as subscribers

    Better Proposals + Mailchimp

  • 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

Better Proposals Integration Details

The following Better Proposals Triggers, Searches, Filters, and Actions are supported by Zapier:

Triggers

Proposal Opened

Triggers when a proposal is opened.

Proposal Signed

Triggers when a proposal is signed.

Proposal Sent

Triggers when a proposal is sent.

Proposal Paid

Triggers when a proposal is paid.

New Proposal

Triggers when a new proposal is created.

Actions

Create a Proposal

Creates a new proposal.

Connect Better Proposals to 2,000+ Apps