Create spreadsheet rows in Google Sheets for newly signed proposals in Better Proposals
When a proposal is signed in Better Proposals, this workflow instantly creates a new row in Google Sheets. This saves you time on manual data entry and ensures your spreadsheets are always up-to-date with your latest client interactions. Perfect for those who want to streamline their proposal tracking process and keep all their business updates in one place efficiently.
When a proposal is signed in Better Proposals, this workflow instantly creates a new row in Google Sheets. This saves you time on manual data entry and ensures your spreadsheets are always up-to-date with your latest client interactions. Perfect for those who want to streamline their proposal tracking process and keep all their business updates in one place efficiently.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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 ItDrive
SpreadsheetRequired
WorksheetRequired
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
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try It