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Better Proposals + Slack + Maximizer CRM

Create notes in Maximizer and send Slack channel messages when new proposals are opened in Better Proposals

Effortlessly update your Better Proposals account with Maximizer, ensuring that every time a proposal is opened, a custom note is automatically created in Maximizer. Stay on top of your game, track engagement, and take immediate action, all without lifting a finger. Maximize your productivity and close deals faster with this powerful integration.

Effortlessly update your Better Proposals account with Maximizer, ensuring that every time a proposal is opened, a custom note is automatically created in Maximizer. Stay on top of your game, track engagement, and take immediate action, all without lifting a finger. Maximize your productivity and close deals faster with this powerful integration.

  1. When this happens...
    Better ProposalsBetter Proposals
    Proposal Opened

    Triggers when a proposal is opened.

    TriggerScheduled
  2. automatically do this...
    Maximizer CRMMaximizer CRM
    Create Note

    Creates new Note for Address Book/Opportunity/Lead/Case entry

    ActionWrite
  3. then do this!
    SlackSlack
    Send Channel Message

    Triggers when a new message is posted to a specific #channel you choose.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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
    • Entry typeRequired

    • CriteriaRequired

    • Select User Defined Fields (UDFs) to include

    Trigger
    Scheduled
    Try It
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better-proposals logo

About Better Proposals

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

Related categories

  • Proposal & Invoice Management
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Related categories

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About Maximizer CRM

Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.

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