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Better Proposals + BrightManager

Better Proposals + BrightManager

Better Proposals + BrightManager integrations

Create new BrightManager clients from signed Better Proposals effortlessly

Streamline your client onboarding process with this workflow. When a proposal is signed in Better Proposals, this creates a new client in BrightManager, saving you time and reducing manual work. Make your sales process smoother and more efficient, allowing you to focus on growing your business.

  1. When this happens...
    Proposal Signed
    Proposal Signed
    Proposal SignedTriggers when a proposal is signed.
    TriggerPolling
  2. automatically do this!
    Create Client
    Create Client
    Create ClientCreate a new Client within BrightManager
    ActionWrite
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More things you can do with Better Proposals and BrightManager

Discover other triggers and actions you can use with Better Proposals and BrightManager

  • Better Proposals triggers, actions, and search
    New Proposal

    Triggers when a new proposal is created.

    Trigger
    Polling
    Try It
  • Better Proposals triggers, actions, and search
    Proposal Paid

    Triggers when a proposal is paid.

    Trigger
    Polling
    Try It
  • Better Proposals triggers, actions, and search
    Proposal Signed

    Triggers when a proposal is signed.

    Trigger
    Polling
    Try It
  • BrightManager triggers, actions, and search
    Client Created

    Triggers when a Client is created within BrightManager.

    Trigger
    Instant
    Try It
  • Better Proposals triggers, actions, and search
    Proposal Opened

    Triggers when a proposal is opened.

    Trigger
    Polling
    Try It
  • Better Proposals triggers, actions, and search
    Proposal Sent

    Triggers when a proposal is sent.

    Trigger
    Polling
    Try It
    • Company
      Required
    • 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
    Action
    Write
  • BrightManager triggers, actions, and search
    Client Deleted

    Triggers when a Client is deleted within BrightManager.

    Trigger
    Instant
    Try It
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About Better Proposals
Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
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Related categories
Proposal & Invoice Management
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About BrightManager
BrightManager is a practice management software designed by accountants and used by accountants, bookkeepers, and payroll businesses across the UK.
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Related categories
Accounting