Upload Better Proposals signed proposals as files to OneDrive
Effortlessly streamline your document management process using this integration. When a proposal is signed in Better Proposals, it effortlessly activates a file upload to your OneDrive account. This ensures your signed document is securely stored in the cloud, enabling easy access and organization from any device.
Effortlessly streamline your document management process using this integration. When a proposal is signed in Better Proposals, it effortlessly activates a file upload to your OneDrive account. This ensures your signed document is securely stored in the cloud, enabling easy access and organization from any device.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Upload File
Upload an existing file or attachment not bigger than 60 MB.
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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 ItInfo 1
Folder
Include file object?
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
Folder
Try It