Better Proposals + ClickUp
Create new folders in ClickUp when proposals get signed in Better Proposals
Keep your project management streamlined and organized with this useful setup. When a proposal gets signed in Better Proposals, an associated folder is created promptly in ClickUp. This simple automation ensures that all your signed proposal related documents are stored cohesively, simplifying access, and enhancing organization. Increase your productivity, keep projects orderly, and minimize manual work with this effective workflow.
Keep your project management streamlined and organized with this useful setup. When a proposal gets signed in Better Proposals, an associated folder is created promptly in ClickUp. This simple automation ensures that all your signed proposal related documents are stored cohesively, simplifying access, and enhancing organization. Increase your productivity, keep projects orderly, and minimize manual work with this effective workflow.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Create Folder
Triggers when new folders are created.
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New Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItWorkspaceRequired
Try It
Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
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
WorkspaceRequired
Try It
