Better Proposals + GoCanvas

Better Proposals + GoCanvas integrations

Create Better Proposals from new GoCanvas submissions

Speed up your proposal creation process with this efficient workflow. When you receive a new submission in the GoCanvas app, this automation will instantly create a proposal for you in the Better Proposals app. Save time and ensure consistency in your proposals with this seamless integration, designed to streamline your sales process.

When this happens...
New SubmissionTriggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
TriggerInstant
automatically do this!
Create a ProposalCreates a new proposal.
ActionWrite

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More things you can do with GoCanvas and Better Proposals

Discover other triggers and actions you can use with GoCanvas and Better Proposals

- Trigger Mid Workflow
- App Name
  Required
Trigger
Instant
Try It
- App Name
  Required
- Item Description
- Assign Item To
- Schedule At
Action
Write
New Proposal
Triggers when a new proposal is created.
Trigger
Polling
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Proposal Paid
Triggers when a proposal is paid.
Trigger
Polling
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Proposal Signed
Triggers when a proposal is signed.
Trigger
Polling
Try It

- App Name
  Required
- Item Description
  Required
Action
Write
- Reference Data ID
  Required
Action
Write
Proposal Opened
Triggers when a proposal is opened.
Trigger
Polling
Try It
Proposal Sent
Triggers when a proposal is sent.
Trigger
Polling
Try It
- Company
  Required
- 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
Action
Write

About Better Proposals

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

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Related categories

Proposal & Invoice Management

About GoCanvas

GoCanvas provides a simple, drag and drop tool for creating your own mobile forms (called GoCanvas Apps) that can be filled out by your employees on their mobile devices. Customize your own mobile inspections, work orders, time cards, invoices, waivers and much more. Instantly transmit your data to customers and colleagues to keep your business moving at the speed of digital.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

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