Better Proposals + Gmail
Send email in Gmail when new proposals are opened in Better Proposals
Stay informed about your deal progress with this workflow. When a proposal is opened in Better Proposals, an email will be promptly sent through Gmail. Keep stakeholders updated, improve transparency, and move your deals forward effectively with this automated process.
Stay informed about your deal progress with this workflow. When a proposal is opened in Better Proposals, an email will be promptly sent through Gmail. Keep stakeholders updated, improve transparency, and move your deals forward effectively with this automated process.
- When this happens...Proposal Opened
Triggers when a proposal is opened.
- automatically do this!Send Email
Triggers when a new e-mail appears in the specified mailbox.
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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
