Better Proposals + ShareFile

Create new folders in ShareFile when proposals are signed in Better Proposals

Enhance your document management system with Better Proposals and ShareFile. Each time a proposal is signed in Better Proposals, a corresponding folder is immediately established in ShareFile. This efficient workflow helps store your accepted proposals in one convenient place, streamlines your work, and saves ample time and resources. Boost your productivity without additional manual effort.

When this happens...
Proposal SignedTriggers when a proposal is signed.
TriggerPolling
automatically do this!
Create FolderCreates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
ActionWrite

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More things you can do with Better Proposals and ShareFile

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

New Proposal
Triggers when a new proposal is created.
Trigger
Polling
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Proposal Paid
Triggers when a proposal is paid.
Trigger
Polling
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Proposal Signed
Triggers when a proposal is signed.
Trigger
Polling
Try It
New Client
Triggers when a new client is created.
Trigger
Polling
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- Folder
  Required
- Description
  Required
- Note Name
  Required
Action
Write

- Parent Folder
  Required
- Name
  Required
- Description
Action
Write
- Folder
  Required
- File
  Required
Action
Write

Proposal Opened
Triggers when a proposal is opened.
Trigger
Polling
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Proposal Sent
Triggers when a proposal is sent.
Trigger
Polling
Try It
- Company
  Required
- 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
- Folder
  Required
Trigger
Polling
Try It
- Folder
  Required
- URL Name
  Required
- Url
  Required
- Description
Action
Write
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Company
- Password
  Required
- Can Reset Password
  Required
- Can View Settings
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About Better Proposals

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

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Related categories

Proposal & Invoice Management

About ShareFile

Securely send, store, and share files – plus discover document workflows designed to improve your client experience.

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Related categories

Content & Files