Better Proposals Integrations

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

    It takes the average buyer multiple points of contact to buy, so it's important that you follow up with them quickly throughout the process. With this Zapier automation, a subscriber is automatically added (or updated) to your MailChimp list when they open your Better Proposals proposal. You can then use MailChimp to start a follow-up campaign and close the deal faster.

    How this Better Proposals-MailChimp integration works

    1. A proposal is opened by the recipient
    2. Zapier subscribes them to your MailChimp list

    Apps involved

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

    It's all too common to send a proposal and hear nothing back. A good sales process is nothing without some well-timed follow-up. With this integration, Zapier automatically creates a subscriber in Campaign Monitor whenever proposals are sent via Better Proposals. Now you can send a follow-up campaign and close the deal faster.

    How this Better Proposals-Campaign Monitor integration works

    1. A proposal is sent from Better Proposals
    2. Zapier subscribes your contact in Campaign Monitor

    Apps involved

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

    An efficient workflow is an efficient business, so having aspects of your sales process slip through the cracks causes the whole organization to slow down. This Zapier automation handles the first step of your sales process for you by adding a Trello card to a specific board and list whenever a proposal is signed in Better Proposals. That way, it's easy to keep everything on track and organized.

    How this Better Proposals-Trello integration works

    1. A proposal is signed in Better Proposals
    2. Zapier creates a card in Trello on your specified board and list

    Apps involved

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

    Do you find that details slip through the cracks and projects don't get started on time? This Zapier automation handles the first step for you by adding a to-do list to Basecamp 3 whenever a proposal is signed in Better Proposals. That way, your team can get started on the new client project immediately.

    How this Better Proposals - Basecamp 3 integration works

    1. A proposal is signed with Better Proposals
    2. Zapier adds a to-do list to your Basecamp 3 project

    Apps involved

    • Better Proposals
    • Basecamp 3
  • Add proposals to Better Proposals from new Typeform entries

    Writing proposals take a long time and getting started is always the hardest bit. Automate that process by having this Zap create a proposal automatically when a new Typeform entry is submitted. You'll never have to start writing a proposal from scratch again and can get back to interested customers more quickly.

    How this Typeform-Better Proposals integration works

    1. A new entry is submitted to Typeform
    2. Zapier creates a proposal in your Better Proposals account

    Apps involved

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

    How unprofessional does it look when a prospect gets in touch and the rest of your sales team is out of the loop? Use this Zapier automation to keep everyone on the same page. Once this Zap is turned on, it will automatically send a private Slack message when a proposal is sent in Better Proposals. Now, your sales team can see the most up-to-date information without leaving Slack.

    How this Better Proposals - Slack integration works

    1. A proposal is sent in Better Proposals
    2. Zapier sends a private Slack channel message

    Apps involved

    • Better Proposals
    • Slack
  • Add paid proposals from Better Proposals to Xero as invoices

    As a business owner, you need to focus on completing client projects, not worrying about mundane admin tasks. This Zapier automation keeps your books in check by creating a Xero invoice for every paid proposal in Better Proposals. That way, you can keep your focus on your client, instead of on balancing the books.

    How this Better Proposals-Xero integration works

    1. A proposal is paid with Better Proposals
    2. Zapier generates an invoice in Xero

    Apps involved

    • Better Proposals
    • Xero
  • Create events in Google Calendar when new proposals are created in Better Proposals

    The quicker you send a proposal, the higher the chance of it converting. Use this Zapier automation to automatically create an event in Google Calendar for every new proposal created in Better Proposals. The calendar event will remind you to send the new proposals that you have created, your sending schedule will stay on track, and your sales process will run smoothly.

    How this Better Proposals - Google Calendar integration works

    1. A new proposal is created in Better Proposals
    2. Zapier adds an event to your Google Calendar

    Apps involved

    • Better Proposals
    • Google Calendar
  • Add new Salesflare opportunities to Better Proposals as proposals

    When a prospect asks for a proposal, you have to get the information over to them as quickly as possible to strike while the iron is hot. This Zapier automation does most of the hard work for you by automatically creating a proposal in Better Proposals when a new opportunity is created in Salesflare. This is a massive time-saver: all you need to do is double check the details, finish the specifics, and hit send.

    How this Salesflare-Better Proposals integration works

    1. A new opportunity is added in Salesflare
    2. Zapier creates a proposal in Better Proposals

    Apps involved

    • Salesflare
    • Better Proposals
  • Add new proposals from Better Proposals to Google Sheets as rows

    As a business owner, getting a quick snapshot of your pipeline and the activity of your sales team is valuable. Spreadsheets allow you to get a quick overview and dig into the details if you need to. Use this Zapier automation to adds the details of all new proposals to Google Sheets, so you have a historical record of all proposal activity and can run some more detailed reports as needed.

    How this Better Proposals - Google Sheets integration works

    1. A new proposal is created in Better Proposals
    2. Zapier adds a new row to your Google Sheets spreadsheet

    Apps involved

    • Better Proposals
    • Google Sheets
  • Add the recipients of newly opened proposals from Better Proposals to an AWeber list

    Continue to engage your clients after opening a proposal. Automatically send their contact information to an AWeber list. This Zapier integration will create a new AWeber subscriber whenever a proposal is opened in Better Proposals so that you can better nurture prospects along to close a deal.

    How it works

    1. A new proposal is opened in Better Proposals.
    2. Zapier creates a new AWeber subscriber based on the information provided.

    What you need

    • Better Proposals account
    • AWeber account
  • Create Better Proposals proposals when a new SharpSpring form is completed

    Spending too much time generating proposals for clients? Use Zapier to deliver your quotes faster by creating a Better Proposals proposal as soon as a prospect completes your SharpSpring form.

    How this SharpSpring-Better Proposals integration works

    1. Someone submits a SharpSpring form
    2. Zapier generates a proposal in Better Proposals

    Apps involved

    • SharpSpring
    • Better Proposals

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Better Proposals Integration Details

Launched on Zapier May 29, 2018

Zapier combines Triggers (like "Proposal Paid") and Actions (like "Create a Proposal") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

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

Proposal Paid

Triggers when a proposal is paid.

Proposal Opened

Triggers when a proposal is opened.

Proposal Signed

Triggers when a proposal is signed.

New Proposal

Triggers when a new proposal is created.

Proposal Sent

Triggers when a proposal is sent.

Create a Proposal

Creates a new proposal.

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Become a Zapier Integration Partner

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.