Better Proposals + Gmail
Generate Gmail drafts when new proposals are signed in Better Proposals
With this workflow, the moment a proposal is signed in Better Proposals, a draft is instantaneously created in Gmail. This makes it possible to follow up on signed proposals swiftly without having to manually monitor when a proposal has been signed. Use this automation to save time, improve efficiency and stay on top of your deals.
With this workflow, the moment a proposal is signed in Better Proposals, a draft is instantaneously created in Gmail. This makes it possible to follow up on signed proposals swiftly without having to manually monitor when a proposal has been signed. Use this automation to save time, improve efficiency and stay on top of your deals.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Create Draft
Create (but do not send) a new email message.
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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 ItLabel/Mailbox
Search String
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
New Label
Triggers when you add a new label.
Try It
