Better Proposals + Filepass
Better Proposals + Filepass
Better Proposals + Filepass integrations
Create Filepass projects when new proposals are signed in Better Proposals
Want to get your project going as soon as your client accepts your proposal? This integration will get you and your team doing just that. Automatically create a new Filepass Project whenever a proposal is signed in Better Proposals.
- When this happens...Proposal SignedTriggers when a proposal is signed.
- automatically do this!New ProjectCreate a new project.
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- 14 day trial for premium features & apps
More things you can do with Better Proposals and Filepass
Discover other triggers and actions you can use with Better Proposals and Filepass
- New Proposal
Triggers when a new proposal is created.
Try ItTriggerPolling - Proposal Paid
Triggers when a proposal is paid.
Try ItTriggerPolling - Proposal Signed
Triggers when a proposal is signed.
Try ItTriggerPolling - New Comment
Triggers when a comment has been added to a file.
Try ItTriggerInstant
- Proposal Opened
Triggers when a proposal is opened.
Try ItTriggerPolling - Proposal Sent
Triggers when a proposal is sent.
Try ItTriggerPolling - CompanyRequired
- 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
ActionWrite- New File or Folder
Triggers when a file or folder has successfully processed.
Try ItTriggerInstant
About Better Proposals
Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
Related categories
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