Better Proposals + SharpSpring
Create or update SharpSpring opportunities when new Better Proposals are opened
Begin a new sales pursuit as soon as a proposal is opened in Better Proposals. This workflow creates or updates a sales opportunity in SharpSpring every time a potential client opens your proposal. This not only keeps your sales pipeline updated but also helps you respond promptly to potential leads. A streamlined and efficient process to track your proposal engagements and manage your sales opportunities.
Begin a new sales pursuit as soon as a proposal is opened in Better Proposals. This workflow creates or updates a sales opportunity in SharpSpring every time a potential client opens your proposal. This not only keeps your sales pipeline updated but also helps you respond promptly to potential leads. A streamlined and efficient process to track your proposal engagements and manage your sales opportunities.
- When this happens...Proposal Opened
Triggers when a proposal is opened.
- automatically do this!Create/Update Opportunity
Create or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated.
You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
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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 Account
A new Account is created in SharpSpring.
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
New Email Open Event
When a lead opens an email in SharpSpring.
Try It
