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Better Proposals + Formsite
Better Proposals + Formsite
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
About Better Proposals
Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
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About Formsite
Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.
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