Better Proposals + Keap Max Classic
Better Proposals + Keap Max Classic
Better Proposals + Keap Max Classic integrations
Create proposals in Better Proposals when new tags are added to contacts in Keap Max Classic
When a new tag is added to a contact in Keap Max Classic, jumpstart your sales process by instantly drawing up a proposal in Better Proposals. This workflow ensures immediate action, helping you seize opportunities more effectively. Save time, improve efficiency, and enhance your potential to close deals.
- When this happens...
- automatically do this!Create a ProposalCreates a new proposal.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Better Proposals and Keap Max Classic
Discover other triggers and actions you can use with Better Proposals and Keap Max Classic
- New Proposal
Triggers when a new proposal is created.
Try ItTriggerPolling - Proposal Paid
Triggers when a proposal is paid.
Try ItTriggerPolling - Proposal Signed
Triggers when a proposal is signed.
Try ItTriggerPolling
- Proposal Opened
Triggers when a proposal is opened.
Try ItTriggerPolling - Proposal Sent
Triggers when a proposal is sent.
Try ItTriggerPolling - CompanyRequired
- 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
ActionWrite
About Better Proposals
Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
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