Better Proposals + Interact
Create proposals in Better Proposals for new leads in Interact
Streamline your sales process with this workflow that creates proposals for new leads in Interact. Each time a new lead is added, a personalized proposal is generated in Better Proposals, allowing you to focus on closing deals without manual work. Stay efficient and boost your chances of success by providing tailored proposals to every potential client.
Streamline your sales process with this workflow that creates proposals for new leads in Interact. Each time a new lead is added, a personalized proposal is generated in Better Proposals, allowing you to focus on closing deals without manual work. Stay efficient and boost your chances of success by providing tailored proposals to every potential client.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create a Proposal
Creates a new proposal.
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QuizRequired
Try ItProposal 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
