Better Proposals + Things
Better Proposals + Things
Better Proposals + Things integrations
Create to-dos in Things for every new signed proposal in Better Proposals
Stay organized effortlessly whenever a proposal is signed in Better Proposals by creating corresponding tasks in the Things app. This streamlined workflow helps you track essential tasks directly associated with every accepted proposal. By doing so, you ensure that no task slips through the cracks, allowing you to manage your work more efficiently.
- When this happens...Proposal SignedTriggers when a proposal is signed.
- automatically do this!Create To-DoAdds a new to-do to your Things Inbox.
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More things you can do with Better Proposals and Things
Discover other triggers and actions you can use with Better Proposals and Things
- New Proposal
Triggers when a new proposal is created.
Try ItTriggerPolling - Proposal Paid
Triggers when a proposal is paid.
Try ItTriggerPolling - Proposal Signed
Triggers when a proposal is signed.
Try ItTriggerPolling - TitleRequired
- Note
ActionWrite
- Proposal Opened
Triggers when a proposal is opened.
Try ItTriggerPolling - Proposal Sent
Triggers when a proposal is sent.
Try ItTriggerPolling - 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
ActionWrite
About Better Proposals
Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
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About Things
Things is an award-winning personal task manager for Mac and iOS that helps you achieve your goals.
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