Better Proposals + Microsoft Outlook
Send emails in Microsoft Outlook when proposals are signed in Better Proposals
Enjoy the peace of mind that comes from knowing all your signed proposals are swiftly followed up with a personalized email. With this workflow, whenever a proposal is signed in Better Proposals, a follow-up email is sent via Microsoft Outlook. This automation gives you more time to focus on your business by ensuring your communication is efficient and timely, enhancing client relationships and fostering rapid growth.
Enjoy the peace of mind that comes from knowing all your signed proposals are swiftly followed up with a personalized email. With this workflow, whenever a proposal is signed in Better Proposals, a follow-up email is sent via Microsoft Outlook. This automation gives you more time to focus on your business by ensuring your communication is efficient and timely, enhancing client relationships and fostering rapid growth.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Send Email
Send an email from your Outlook account.
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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 ItCalendar
Time BeforeRequired
Time Before (Unit)Required
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
Parent FolderRequired
Child Folder
Try It
