Better Proposals + Jotform

Better Proposals + Jotform integrations

Create new proposals in Better Proposals for every new submission in Jotform

Turn new submissions in Jotform into fresh proposals in Better Proposals with this easy-to-implement workflow. As soon as you receive a new submission through Jotform, a proposal is instantly created in Better Proposals, streamlining your process and letting you focus on crafting compelling pitches rather than managing data transfer. This integration allows you to effectively manage your time and forge stronger business relationships.

When this happens...
New SubmissionTriggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create a ProposalCreates a new proposal.
ActionWrite

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More things you can do with Jotform and Better Proposals

Discover other triggers and actions you can use with Jotform and Better Proposals

- Form
  Required
Trigger
Instant
Try It
- Select a form
  Required
- Asignee email
  Required
- Invitation Message
- Assignee Permission
Action
Write
- Select a form
  Required
Action
Write
New Proposal
Triggers when a new proposal is created.
Trigger
Polling
Try It
Proposal Paid
Triggers when a proposal is paid.
Trigger
Polling
Try It

Proposal Signed
Triggers when a proposal is signed.
Trigger
Polling
Try It

- Document
  Required
Trigger
Polling
Try It
- Select a form
  Required
- Assignee email
  Required
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Proposal Opened
Triggers when a proposal is opened.
Trigger
Polling
Try It
Proposal Sent
Triggers when a proposal is sent.
Trigger
Polling
Try It
- Company
  Required
- 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
Action
Write

About Better Proposals

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

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

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