Better Proposals + Formsite integrations
Create proposals in Better Proposals from new form results in Formsite
Create professional proposals seamlessly from new Formsite form results with this efficient workflow. Once set up, each time a new form result is submitted in Formsite, a proposal will be automatically generated in Better Proposals. Stay organized and save time by connecting these two powerful platforms!
- When this happens...New Form ResultTriggers when a user submits a new form result.
- automatically do this!Create a ProposalCreates a new proposal.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Formsite and Better Proposals
Discover other triggers and actions you can use with Formsite and Better Proposals
- FormRequired
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 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
Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
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Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.
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