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Better Proposals + Formstack

Create proposals in Better Proposals for new Formstack submissions

Effortlessly streamline your proposal creation process with this Formstack and Better Proposals integration. Whenever a new submission is received in Formstack, a proposal will be generated in Better Proposals, saving you time and increasing efficiency. Focus on closing deals while this workflow takes care of your document creation.

Effortlessly streamline your proposal creation process with this Formstack and Better Proposals integration. Whenever a new submission is received in Formstack, a proposal will be generated in Better Proposals, saving you time and increasing efficiency. Focus on closing deals while this workflow takes care of your document creation.

  1. When this happens...
    FormstackFormstack
    New Submission

    Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.

    TriggerInstant
  2. automatically do this!
    Better ProposalsBetter Proposals
    Create a Proposal

    Creates a new proposal.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Formstack triggers, actions, and search

    New Form

    Triggers when a new Form is created.

    Trigger
    Scheduled
    Try It
    • FormRequired

    • User Agent

    • Remote Address

    • Mark Submission as "read"?

    Action
    Write
better-proposals logo
better-proposals logo

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
Learn more

Related categories

  • Proposal & Invoice Management
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