Better Proposals + Microsoft Excel
Add new rows in Microsoft Excel whenever Better Proposals are signed
Streamline your proposal process with Better Proposals and Microsoft Excel. When a proposal is signed in Better Proposals, this workflow will efficiently add a new row in your desired Excel sheet. It simplifies your tracking process and ensures you won't miss crucial updates about your signed proposals. This automation is an efficient way to keep your records up-to-date and organized.
Streamline your proposal process with Better Proposals and Microsoft Excel. When a proposal is signed in Better Proposals, this workflow will efficiently add a new row in your desired Excel sheet. It simplifies your tracking process and ensures you won't miss crucial updates about your signed proposals. This automation is an efficient way to keep your records up-to-date and organized.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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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 ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
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
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try It
