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Better Proposals Integrations

Proposal & Invoice Management

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Integrate Slack with Better Proposals

Slack

Team Chat
Integrate ActiveCampaign with Better Proposals

ActiveCampaign

Marketing Automation
Integrate HubSpot with Better Proposals

HubSpot

Marketing Automation
Integrate Google Sheets with Better Proposals

Google Sheets

Google, Spreadsheets
Integrate Google Drive with Better Proposals

Google Drive

File Management & Storage, Google
Integrate Gmail with Better Proposals

Gmail

Email, Google
Integrate Xero with Better Proposals

Xero

Accounting, Premium
Integrate ClickUp with Better Proposals

ClickUp

Project Management
Integrate QuickBooks Online with Better Proposals

QuickBooks Online

Accounting, Premium
Integrate Close with Better Proposals

Close

CRM (Customer Relationship Management)
Integrate Pipedrive with Better Proposals

Pipedrive

CRM (Customer Relationship Management)
Integrate Airtable with Better Proposals

Airtable

Databases
Integrate Asana with Better Proposals

Asana

Project Management
Integrate LeadConnector with Better Proposals

LeadConnector

Marketing Automation
Integrate Mailchimp with Better Proposals

Mailchimp

Email Newsletters
Integrate Trello with Better Proposals

Trello

Project Management
Integrate Keap Max Classic with Better Proposals

Keap Max Classic

Marketing Automation, Premium
Integrate Salesflare with Better Proposals

Salesflare

CRM (Customer Relationship Management)

Google Calendar

Calendar, Google
Integrate Copper with Better Proposals

Copper

CRM (Customer Relationship Management)
Integrate Salesforce with Better Proposals

Salesforce

CRM (Customer Relationship Management), Premium
Integrate Basecamp 3 with Better Proposals

Basecamp 3

Project Management
Integrate Microsoft Outlook with Better Proposals

Microsoft Outlook

Email, Microsoft
Integrate Wave with Better Proposals

Wave

Accounting
Integrate SharpSpring with Better Proposals

SharpSpring

Marketing Automation
Integrate Stripe with Better Proposals

Stripe

Payment Processing
Integrate Campaign Monitor with Better Proposals

Campaign Monitor

Email Newsletters
Integrate MeisterTask with Better Proposals

MeisterTask

Project Management
Integrate Teamwork with Better Proposals

Teamwork

Project Management
Integrate Microsoft Office 365 with Better Proposals

Microsoft Office 365

Email, Microsoft
Integrate FreshBooks with Better Proposals

FreshBooks

Accounting
Integrate Notion with Better Proposals

Notion

Beta, Task Management
Integrate Capsule CRM with Better Proposals

Capsule CRM

CRM (Customer Relationship Management)
Integrate Constant Contact with Better Proposals

Constant Contact

Email Newsletters
Integrate Ontraport with Better Proposals

Ontraport

Marketing Automation
Integrate Content Snare with Better Proposals

Content Snare

Forms & Surveys
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 monday.com with Better Proposals

monday.com

Project Management
Integrate Microsoft Dynamics 365 CRM with Better Proposals

Microsoft Dynamics 365 CRM

CRM (Customer Relationship Management), Microsoft, Premium
Integrate Invoice Ninja with Better Proposals

Invoice Ninja

Proposal & Invoice Management
Integrate Typeform with Better Proposals

Typeform

Forms & Surveys
Integrate Wix Automations with Better Proposals

Wix Automations

CRM (Customer Relationship Management)
Integrate Drip with Better Proposals

Drip

Drip Emails
Integrate SignNow with Better Proposals

SignNow

Signatures
Integrate Accelo with Better Proposals

Accelo

Project Management
Integrate TeamWave with Better Proposals

TeamWave

CRM (Customer Relationship Management)
Integrate Dubsado with Better Proposals

Dubsado

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

Teamwork CRM

Beta, CRM (Customer Relationship Management)
Integrate Facebook Lead Ads with Better Proposals

Facebook Lead Ads

Ads & Conversion, Facebook, Premium
Integrate Google Forms with Better Proposals

Google Forms

Forms & Surveys, Google
Integrate Podio with Better Proposals

Podio

Project Management
Integrate Keap with Better Proposals

Keap

CRM (Customer Relationship Management)
Integrate Facebook Lead Ads (Legacy) with Better Proposals

Facebook Lead Ads (Legacy)

Ads & Conversion, Premium
Integrate AWeber with Better Proposals

AWeber

Email Newsletters
Integrate Kartra with Better Proposals

Kartra

Marketing Automation
Integrate Agile CRM with Better Proposals

Agile CRM

CRM (Customer Relationship Management)
Integrate OnePageCRM with Better Proposals

OnePageCRM

CRM (Customer Relationship Management)
Integrate Scoro with Better Proposals

Scoro

Project Management
Integrate Acuity Scheduling with Better Proposals

Acuity Scheduling

Scheduling & Booking
Integrate Google Docs with Better Proposals

Google Docs

Documents, Google
Integrate Square with Better Proposals

Square

Payment Processing
Integrate Wrike with Better Proposals

Wrike

Project Management
Integrate SuiteDash with Better Proposals

SuiteDash

Project Management
Integrate Plutio with Better Proposals

Plutio

Beta, Project Management
Integrate PracticePanther Legal Software with Better Proposals

PracticePanther Legal Software

CRM (Customer Relationship Management)
Integrate Streak with Better Proposals

Streak

CRM (Customer Relationship Management)
Integrate Freshsales Classic with Better Proposals

Freshsales Classic

CRM (Customer Relationship Management)
Integrate Bitly with Better Proposals

Bitly

URL Shortener
Integrate ServiceM8 with Better Proposals

ServiceM8

Scheduling & Booking
Integrate Dext with Better Proposals

Dext

Accounting
Integrate 17hats with Better Proposals

17hats

CRM (Customer Relationship Management)
Integrate Landbot with Better Proposals

Landbot

Marketing Automation
Integrate ConvertKit with Better Proposals

ConvertKit

Drip Emails
Integrate MailerLite with Better Proposals

MailerLite

Email Newsletters
Integrate ManyChat with Better Proposals

ManyChat

Social Media Marketing
Integrate FreshBooks Classic with Better Proposals

FreshBooks Classic

Accounting
Integrate Zoho Books with Better Proposals

Zoho Books

Accounting, Zoho
Integrate Invoiced with Better Proposals

Invoiced

Accounting
Integrate Productive.io with Better Proposals

Productive.io

Project Management
Integrate Growth Hound with Better Proposals

Growth Hound

Beta, Marketing
Integrate WooCommerce with Better Proposals

WooCommerce

eCommerce, WordPress
Integrate Microsoft Excel with Better Proposals

Microsoft Excel

Microsoft, Spreadsheets
Integrate Toggl with Better Proposals

Toggl

Time Tracking Software
Integrate Clockify with Better Proposals

Clockify

Time Tracking Software
Integrate Bonjoro with Better Proposals

Bonjoro

Customer Appreciation
Integrate Drift with Better Proposals

Drift

Customer Support
Integrate Nutshell with Better Proposals

Nutshell

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

Bigin by Zoho CRM

CRM (Customer Relationship Management), Zoho
Integrate FreeAgent with Better Proposals

FreeAgent

Accounting
Integrate Zoho Invoice with Better Proposals

Zoho Invoice

Proposal & Invoice Management, Zoho
Integrate BenchmarkONE with Better Proposals

BenchmarkONE

CRM (Customer Relationship Management)
Integrate Avaza with Better Proposals

Avaza

Project Management
Integrate DEAR Inventory with Better Proposals

DEAR Inventory

Accounting
Integrate Redbooth with Better Proposals

Redbooth

Project Management
Integrate TimeCamp with Better Proposals

TimeCamp

Time Tracking Software
Integrate CompanyHub with Better Proposals

CompanyHub

CRM (Customer Relationship Management)
Integrate Filepass with Better Proposals

Filepass

Beta, File Management & Storage
Integrate Twitter with Better Proposals

Twitter

Social Media Accounts
Integrate ClickFunnels with Better Proposals

ClickFunnels

Marketing Automation
Integrate Todoist with Better Proposals

Todoist

Task Management
Integrate Wufoo with Better Proposals

Wufoo

Forms & Surveys
Integrate Cognito Forms with Better Proposals

Cognito Forms

Forms & Surveys
Integrate DocuSign with Better Proposals

DocuSign

Signatures
Integrate Facebook Custom Audiences with Better Proposals

Facebook Custom Audiences

Ads & Conversion, Facebook, Premium
Integrate Google Ads with Better Proposals

Google Ads

Ads & Conversion, Google, Premium
Integrate HoneyBook with Better Proposals

HoneyBook

CRM (Customer Relationship Management)
Integrate SignRequest with Better Proposals

SignRequest

Signatures
Integrate Proposify with Better Proposals

Proposify

Proposal & Invoice Management
Integrate ConnectWise Manage with Better Proposals

ConnectWise Manage

CRM (Customer Relationship Management)
Integrate Salesmate with Better Proposals

Salesmate

CRM (Customer Relationship Management)
Integrate Encharge with Better Proposals

Encharge

Marketing
Integrate Zenkit with Better Proposals

Zenkit

Task Management
Integrate Zoho Subscriptions with Better Proposals

Zoho Subscriptions

Payment Processing, Zoho
Integrate Zoho Cliq with Better Proposals

Zoho Cliq

Website Builders
Integrate Basin with Better Proposals

Basin

Forms & Surveys
Integrate Odoo CRM with Better Proposals

Odoo CRM

CRM (Customer Relationship Management)
Integrate Senta with Better Proposals

Senta

Accounting
Integrate Cyfe with Better Proposals

Cyfe

Dashboards
Integrate SalesUp! with Better Proposals

SalesUp!

CRM (Customer Relationship Management)
Integrate Quiz Maker with Better Proposals

Quiz Maker

Forms & Surveys
Integrate QuickFile with Better Proposals

QuickFile

Accounting
Integrate Roll with Better Proposals

Roll

Project Management

Popular ways to use Better Proposals workflows

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

    • Better Proposals logo
    • Mailchimp logo
    Better Proposals + Mailchimp
    More details
    1. When this happens

      Step 1: Proposal Opened

    2. Then do this

      Step 2: Add/Update Subscriber

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

    Add recipients of newly-opened proposals from Better Proposals to Mailchimp as subscribers
    • Better Proposals logo
    • Mailchimp logo
    Better Proposals + Mailchimp
  • Add the recipient of sent proposals from Better Proposals to Campaign Monitor as subscribers

    • Better Proposals logo
    • Campaign Monitor logo
    Better Proposals + Campaign Monitor
    More details
    1. When this happens

      Step 1: Proposal Sent

    2. Then do this

      Step 2: Add Subscriber

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

    • Better Proposals logo
    • Trello logo
    Better Proposals + Trello
    More details
    1. When this happens

      Step 1: Proposal Signed

    2. Then do this

      Step 2: Create Card

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

    • Better Proposals logo
    • Basecamp 3 logo
    Better Proposals + Basecamp 3
    More details
    1. When this happens

      Step 1: Proposal Signed

    2. Then do this

      Step 2: Create To-do List

  • Add proposals to Better Proposals from new Typeform entries

    • Typeform logo
    • Better Proposals logo
    Typeform + Better Proposals
    More details
    1. When this happens

      Step 1: New Entry

    2. Then do this

      Step 2: Create a Proposal

Supported triggers and actions

What does this mean?
better-proposals logo
better-proposals logo
better-proposals logo

About Better Proposals

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

Related categories

  • Proposal & Invoice Management

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