Better Proposals + systeme.io

Better Proposals + systeme.io integrations

Create proposals in Better Proposals for new opt-ins in systeme.io

Easily transform your new opt-ins in systeme.io into proposal opportunities using this seamless workflow. With each new opt-in, a proposal will be created in the Better Proposals app, streamlining your sales process and improving efficiency. Capitalize on lead generation efforts and quickly turn prospects into paying clients with this automated solution.

When this happens...
New OptinTriggers when a visitor opts-in on your page.
TriggerInstant
automatically do this!
Create a ProposalCreates a new proposal.
ActionWrite

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More things you can do with systeme.io and Better Proposals

Discover other triggers and actions you can use with systeme.io and Better Proposals

- Campaign
  Required
Trigger
Instant
Try It
- Funnel
  Required
- Funnel Step
  Required
Trigger
Instant
Try It
- Tag
  Required
Trigger
Instant
Try It
- Course
  Required
- Access Type
  Required
Action
Write
- Course
  Required
- Contact email
  Required
Action
Write

- Campaign
  Required
- Contact email
  Required
Action
Write
Proposal Opened
Triggers when a proposal is opened.
Trigger
Polling
Try It

Proposal Sent
Triggers when a proposal is sent.
Trigger
Polling
Try It
- Company
  Required
- 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

- Funnel
  Required
- Funnel Step
  Required
Trigger
Instant
Try It
- Funnel
  Required
- Funnel Step
  Required
Trigger
Instant
Try It
- Tag
  Required
Action
Write
- Tag
  Required
- Contact email
  Required
Action
Write
- Campaign
  Required
Action
Write
New Proposal
Triggers when a new proposal is created.
Trigger
Polling
Try It
Proposal Paid
Triggers when a proposal is paid.
Trigger
Polling
Try It
Proposal Signed
Triggers when a proposal is signed.
Trigger
Polling
Try It

About Better Proposals

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

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management

About systeme.io

Systeme.io allows you to build sales funnels, send emails and automate your entire business.

Learn moreLearn moreHelpHelp

Related categories

Marketing

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