Better Proposals + Invoice Ninja
Create clients in Invoice Ninja when new proposals are signed in Better Proposals
Boost your client onboarding efficiency with this workflow between Better Proposals and Invoice Ninja. When a proposal is signed in Better Proposals, it leads to a new client being created in Invoice Ninja. This seamless transition from proposal acceptance to invoice generation simplifies your administrative task load and allows you to focus more on cultivating profitable customer relationships.
Boost your client onboarding efficiency with this workflow between Better Proposals and Invoice Ninja. When a proposal is signed in Better Proposals, it leads to a new client being created in Invoice Ninja. This seamless transition from proposal acceptance to invoice generation simplifies your administrative task load and allows you to focus more on cultivating profitable customer relationships.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Create Client
Creates a new client
- Free forever for core features
- 14 day trial for premium features & apps
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 ItNew Client
Triggers when a new client is added.
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
New Credit
Triggers when a new credit is added.
Try It
