Better Proposals + Zoho Books
Create new Zoho Books customers from signed Better Proposals proposals
Streamline your business operations with this straightforward process. When a proposal gets signed in Better Proposals, a corresponding client is swiftly created in Zoho Books. This not only ensures precise record-keeping but also saves you time, allowing you to concentrate more on delivering exceptional service than on repetitive administrative tasks. Enhance your customer management efficiency with this seamless connection.
Streamline your business operations with this straightforward process. When a proposal gets signed in Better Proposals, a corresponding client is swiftly created in Zoho Books. This not only ensures precise record-keeping but also saves you time, allowing you to concentrate more on delivering exceptional service than on repetitive administrative tasks. Enhance your customer management efficiency with this seamless connection.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Create Customer
Creates a new customer.
- Free forever for core features
- 14 day trial for premium features & apps
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 ItOrganizationRequired
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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
OrganizationRequired
Try It