Better Proposals + monday.com
Create new items in monday.com for every new proposal in Better Proposals
Start streamlining your workflow with this automation that promptly reacts to new proposals in Better Proposals. Once a proposal is generated, an item will be swiftly created within monday.com. This seamless integration fosters efficient communication and productivity, giving you more time to focus on crafting brilliant proposals.
Start streamlining your workflow with this automation that promptly reacts to new proposals in Better Proposals. Once a proposal is generated, an item will be swiftly created within monday.com. This seamless integration fosters efficient communication and productivity, giving you more time to focus on crafting brilliant proposals.
- When this happens...New Proposal
Triggers when a new proposal is created.
- automatically do this!Create Item
Create a new Item in a board
- 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 ItBoard IDRequired
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
Board IDRequired
Try It
