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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 proposals in Better Proposals for new deals in Pipedrive

This workflow gets activated when a new deal comes through in Pipedrive, leading to the immediate generation of a proposal in Better Proposals. Save time on tedious administrative tasks and focus on closing deals instead of creating proposals from scratch. By linking Pipedrive with Better Proposals, you streamline your sales process, creating a more efficient and effective operation.

  1. When this happens...
    New Deal
    New Deal
    New DealTriggers when a new deal is created.
  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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