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.
- automatically do this!Create a ProposalCreates a new proposal.
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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 NameRequired
Try ItTriggerInstant- App NameRequired
- Item Description
- Assign Item To
- Schedule At
ActionWrite- New Proposal
Triggers when a new proposal is created.
Try ItTriggerPolling - Proposal Paid
Triggers when a proposal is paid.
Try ItTriggerPolling
- App NameRequired
- Item DescriptionRequired
ActionWrite- Reference Data IDRequired
ActionWrite- Proposal Opened
Triggers when a proposal is opened.
Try ItTriggerPolling - Proposal Sent
Triggers when a proposal is sent.
Try ItTriggerPolling
Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
Related categories
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.
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