Better Proposals
When this happens...
Better ProposalsNew Proposal
Then do this...
Google SheetsCreate Spreadsheet Row

As a business owner, getting a quick snapshot of your pipeline and the activity of your sales team is valuable. Spreadsheets allow you to get a quick overview and dig into the details if you need to. Use this Zapier automation to adds the details of all new proposals to Google Sheets, so you have a historical record of all proposal activity and can run some more detailed reports as needed.

How this Better Proposals - Google Sheets integration works

  1. A new proposal is created in Better Proposals
  2. Zapier adds a new row to your Google Sheets spreadsheet

Apps involved

  • Better Proposals
  • Google Sheets

Why Zapier?

Free

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Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Better Proposals + Google Sheets and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Proposal Paid

Triggers when a proposal is paid.

Create Worksheet

Create a blank worksheet with a title. Optionally, provide headers.

Proposal Opened

Triggers when a proposal is opened.

Create Spreadsheet Row

Create a new row in a specific spreadsheet.

Proposal Signed

Triggers when a proposal is signed.

Update Spreadsheet Row

Update a row in a specific spreadsheet.

New Spreadsheet Row

Notifies your Zap when a new row is added to the bottom of a spreadsheet.

Create a Proposal

Creates a new proposal.

New or Updated Spreadsheet Row

Notifies your Zap when a new row is added or modified in a spreadsheet.

Create Spreadsheet Row(s)

Create one or more new rows in a specific spreadsheet (with line item support).

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Become a Zapier Integration Partner

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

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

See Google Sheets Integrations