Better Proposals + Zoho Books
Create new estimates in Zoho Books from sent proposals in Better Proposals
Send proposals using Better Proposals and streamline your finance operations with this workflow. When a proposal is dispatched via Better Proposals, it creates an estimate in Zoho Books. This automation helps minimize double-handling and saves you time, making your proposal-to-finance process more efficient and accurate.
Send proposals using Better Proposals and streamline your finance operations with this workflow. When a proposal is dispatched via Better Proposals, it creates an estimate in Zoho Books. This automation helps minimize double-handling and saves you time, making your proposal-to-finance process more efficient and accurate.
- When this happens...Proposal Sent
Triggers when a proposal is sent.
- automatically do this!Create Estimate
Creates a new estimate.
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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