Better Proposals + Zoho Books
Create sales invoices in Zoho Books when proposals are signed in Better Proposals
Sign proposal in Better Proposals and instantly ensure your invoices are ready to go in Zoho Books. This automation initiates with a signed proposal in Better Proposals, then swiftly generates a new sales invoice in Zoho Books. With this seamless workflow, you can streamline billing processes and focus more on your core business activities.
Sign proposal in Better Proposals and instantly ensure your invoices are ready to go in Zoho Books. This automation initiates with a signed proposal in Better Proposals, then swiftly generates a new sales invoice in Zoho Books. With this seamless workflow, you can streamline billing processes and focus more on your core business activities.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Create Sales Invoice
Creates a new sales invoice.
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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 ItOrganizationRequired
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
OrganizationRequired
Try It