Better Proposals + SharpSpring
Create or update SharpSpring opportunities when new proposals are signed in Better Proposals
When a proposal gets signed in Better Proposals, this workflow promptly creates or updates an opportunity in SharpSpring. This automatic process not only saves time but ensures that all your opportunity data in SharpSpring stays up-to-date with real-time updates from Better Proposals. Expedite your sales cycle and stay on top of each client interaction with this streamlined solution.
When a proposal gets signed in Better Proposals, this workflow promptly creates or updates an opportunity in SharpSpring. This automatic process not only saves time but ensures that all your opportunity data in SharpSpring stays up-to-date with real-time updates from Better Proposals. Expedite your sales cycle and stay on top of each client interaction with this streamlined solution.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- 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
