Better Proposals + Leap CRM

Create proposals in Better Proposals for new leads in Leap CRM

With this workflow, when you have new leads in Leap CRM, it simplifies your work by generating a proposal in Better Proposals. This efficient process ensures you can effortlessly follow up on promising leads, saving time and elevating your productivity. It's a valuable tool for streamlining your business operations.

When this happens...
New LeadNew Lead from JobProgress
TriggerPolling
automatically do this!
Create a ProposalCreates a new proposal.
ActionWrite

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More things you can do with Leap CRM and Better Proposals

Discover other triggers and actions you can use with Leap CRM and Better Proposals

New Customer
New Customer from jobprogress
Trigger
Polling
Try It
- Lead Id
- Job Id / Job Number (8888-9999-01)
- Documents List
  Required
Action
Write
- Lead Id
  Required
- Value
- Latitude
- Longitude
- Address
- City
- House Number
- Street
- Zip Code
- State
- Country
- Company
- Documents List
- First Name
  Required
- Last Name
- Email
  Required
- Phone
- Salesman / Customer Rep
- Job Rep / Estimator
- Job Description
- Referral
- Canvasser Type
- Canvasser Value
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

New Lead
New Lead from JobProgress
Trigger
Polling
Try It
- ID
  Required
- First Name
  Required
- Last Name
- Phone
  Required
- Email
  Required
- Company Name
- Address
- City
- State
- Zip Code
- Country
- Canvasser Type
- Canvasser Value
Action
Write
- Lead Id
  Required
- Value
- Latitude
- Longitude
- Address
- City
- House Number
- Street
- Zip Code
- State
- Country
- Company
- Documents List
- First Name
  Required
- Last Name
- Email
  Required
- Phone
- Canvasser Type
- Canvasser Value
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 Leap CRM

Leap CRM is a tool for roofers and remodelers to win and manage more jobs. Simplify your workflow with roofing and remodeling contractor software.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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