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Better Proposals + ReadyStack

Add recipients of newly-sent proposals from Better Proposals to ReadyStack as subscribers

It's all too common to send a proposal and hear nothing back. A good sales process is nothing without some well-timed follow-up. With this integration, Zapier automatically creates a subscriber in ReadyStack whenever proposals are sent via Better Proposals. Now you can send a follow-up campaign and close the deal faster.

It's all too common to send a proposal and hear nothing back. A good sales process is nothing without some well-timed follow-up. With this integration, Zapier automatically creates a subscriber in ReadyStack whenever proposals are sent via Better Proposals. Now you can send a follow-up campaign and close the deal faster.

  1. When this happens...
    Better ProposalsBetter Proposals
    Proposal Opened

    Triggers when a proposal is opened.

    TriggerScheduled
  2. automatically do this!
    ReadyStackReadyStack
    Create, Update, and Tag Contacts

    Automatically add new contacts, update contact field values, and assign tags to contact records.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Better Proposals triggers, actions, and search

    New Proposal

    Triggers when a new proposal is created.

    Trigger
    Scheduled
    Try It
    • Export EventRequired

    Trigger
    Instant
    Try It
    • CompanyRequired

    • 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

    Action
    Write
    • Export EventRequired

    • Workflow Option Zaps

    Trigger
    Instant
    Try It
better-proposals logo

About Better Proposals

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

Related categories

  • Proposal & Invoice Management
readystack logo

About ReadyStack

ReadyStack provides Zap templates, data connections and expert workflow automation to enable quick app launches without costly development.

Related categories

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier