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Pipedrive logoPipedrive logo
Better Proposals logoBetter Proposals logo
Pipedrive logoPipedrive logo

Better Proposals + Pipedrive

Better Proposals + Pipedrive

Better Proposals + Pipedrive integrations

Create new proposals in Better Proposals for each deal matching filter in Pipedrive

Streamline your sales process with this efficient workflow. When a deal matching filter is triggered in Pipedrive, this automation will instantly generate a proposal in Better Proposals. This ensures quick response times to potential clients, optimizing your sales and improving overall productivity.

  1. When this happens...
    Deal Matching Filter
    Deal Matching Filter
    Deal Matching FilterTriggers when a deal newly matches a Pipedrive filter for the first time.
  2. automatically do this!
    Create a Proposal
    Create a Proposal
    Create a ProposalCreates a new proposal.
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More things you can do with Pipedrive and Better Proposals

Discover other triggers and actions you can use with Pipedrive and Better Proposals

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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About Better Proposals
Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
Related categories
pipedrive logo
About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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