Better Proposals + SharpSpring

Generate proposals in Better Proposals for new opportunities in SharpSpring

Effortlessly streamline your sales process by connecting SharpSpring and Better Proposals. This workflow activates when a new opportunity arises in SharpSpring, instantly creating a proposal in Better Proposals. Save time and improve efficiency by seamlessly integrating your sales and proposal management, allowing you to focus on closing deals and expanding your business.

When this happens...
New Opportunity
A new Opportunity is created in SharpSpring.
TriggerScheduled
automatically do this!
Create a Proposal
Creates a new proposal.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
A new Account is created in SharpSpring.
Trigger
Scheduled
Try It
New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Scheduled
Try It
New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Scheduled
Try It
- Account Owner
- Account NameRequired
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
Action
Write
- Email AddressRequired
- First Name
- Last Name
- Company Name
- Lead Status
- Lead Owner
- Title
- Street
- City
- Country
- State
- Zip Code
- Website
- Phone Number
- Mobile Phone
- Description
- Industry
- Is Unsubscribed
- Tracking ID
Action
Write

New Proposal
Triggers when a new proposal is created.
Trigger
Scheduled
Try It
Proposal Paid
Triggers when a proposal is paid.
Trigger
Scheduled
Try It

Proposal Signed
Triggers when a proposal is signed.
Trigger
Scheduled
Try It

New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Scheduled
Try It
New Lead
When a lead has been created in sharpspring.
Trigger
Scheduled
Try It
New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Scheduled
Try It
- Campaign NameRequired
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
Action
Write
- Opportunity NameRequired
- Associate a Primary LeadRequired
- Associate With an AccountRequired
- Opportunity StatusRequired
- Opportunity OwnerRequired
- Deal StageRequired
- Close DateRequired
- Opportunity AmountRequired
Action
Write
Proposal Opened
Triggers when a proposal is opened.
Trigger
Scheduled
Try It
Proposal Sent
Triggers when a proposal is sent.
Trigger
Scheduled
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

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

About SharpSpring

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Better Proposals + SharpSpring

Generate proposals in Better Proposals for new opportunities in SharpSpring

New Account

New Form Fillout Event

New Opportunity

Create Account

Account Owner

Industry

Phone

Number of Employees

Website

Address

City

State

Country

Create/Update Lead

Email AddressRequired

First Name

Last Name

Company Name

Lead Status

Lead Owner

Title

Street

City

Country

State

Zip Code

Website

Phone Number

Mobile Phone

Description

Industry

Is Unsubscribed

Tracking ID

New Proposal

Proposal Paid

Proposal Signed

New Email Open Event

New Lead

New Page Visit Event

Create Campaign

Campaign NameRequired

Campaign Type

Campaign Alias

Campaign Origin

Quantity

Price

Goal

Other Costs

Create/Update Opportunity

Opportunity NameRequired

Associate a Primary LeadRequired

Associate With an AccountRequired

Opportunity StatusRequired

Opportunity OwnerRequired

Deal StageRequired

Close DateRequired

Opportunity AmountRequired

Proposal Opened

Proposal Sent

Create a Proposal

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

About Better Proposals

Related categories