Better Proposals + Todoist
Create tasks in Todoist when new proposals get signed in Better Proposals
Seal a deal in Better Proposals and a corresponding task will instantly pop up in Todoist. This efficient workflow ensures you can immediately start on your next steps to deliver upon agreement, keeping you organized and productive. Turn your signed proposals into concrete actions without the risk of forgetting crucial tasks.
Seal a deal in Better Proposals and a corresponding task will instantly pop up in Todoist. This efficient workflow ensures you can immediately start on your next steps to deliver upon agreement, keeping you organized and productive. Turn your signed proposals into concrete actions without the risk of forgetting crucial tasks.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Create Task
Creates a new task.
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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 ItProject
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
ProjectRequired
Try It
