Better Proposals + Pipedrive

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.

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...
    PipedrivePipedrive
    Deal Matching Filter

    Triggers when a deal newly matches a Pipedrive filter for the first time.

    TriggerPolling
  2. automatically do this!
    Better ProposalsBetter Proposals
    Create a Proposal

    Creates a new proposal.

    ActionWrite
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Supported triggers and actions

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
better-proposals logo
better-proposals logo

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
Learn more

Related categories

  • Proposal & Invoice Management
pipedrive logo
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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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