Better Proposals + monday.com
Create new items in monday.com when proposals are sent in Better Proposals
When a proposal is sent through Better Proposals, streamline your workflow by creating a corresponding item on monday.com instantly. This automation offers you a hassle-free way to track all your project proposals in one place, effectively enhancing your project management process. Avoid manual data entry, keep everything organized, and stay on top of your business proposals with this efficient workflow.
When a proposal is sent through Better Proposals, streamline your workflow by creating a corresponding item on monday.com instantly. This automation offers you a hassle-free way to track all your project proposals in one place, effectively enhancing your project management process. Avoid manual data entry, keep everything organized, and stay on top of your business proposals with this efficient workflow.
- When this happens...Proposal Sent
Triggers when a proposal is sent.
- 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
