Better Proposals + ClickUp
Create new tasks in ClickUp when proposals are signed in Better Proposals
Simplify your task management with this efficient workflow. When a client signs a proposal in Better Proposals, this immediately prompts ClickUp to create a task for the next stages of your project. This way, you can ensure no step is missed and every signed proposal leads to proactive action, optimizing productivity and client satisfaction.
Simplify your task management with this efficient workflow. When a client signs a proposal in Better Proposals, this immediately prompts ClickUp to create a task for the next stages of your project. This way, you can ensure no step is missed and every signed proposal leads to proactive action, optimizing productivity and client satisfaction.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Create Task
Creates a new task.
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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
