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.
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 Signed
Triggers when a proposal is signed.
- automatically do this!Create Folder
Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
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New Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItNew Client
Triggers when a new client is created.
Try It
Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
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
FolderRequired
Try It