Better Proposals + Dubsado
Create Dubsado projects from new Better Proposals proposals
Effortlessly streamline your workflow between Better Proposals and Dubsado with this automation. When a new proposal is created in Better Proposals, a corresponding project will be instantly set up in Dubsado, saving you valuable time and reducing manual work. Focus on closing deals while this seamless connection takes care of managing your projects.
Effortlessly streamline your workflow between Better Proposals and Dubsado with this automation. When a new proposal is created in Better Proposals, a corresponding project will be instantly set up in Dubsado, saving you valuable time and reducing manual work. Focus on closing deals while this seamless connection takes care of managing your projects.
- When this happens...New Proposal
Triggers when a new proposal is created.
- automatically do this!Create Project
Creates a new project.
- Free forever for core features
- 14 day trial for premium features & apps
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 ItContract Signed
Triggers when a client submits a signed contract.
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
New Project as Job
Triggers when a project is created as a job manually, with a Lead Capture Form or when a Public Proposal Form is filled out.
Try It
