Better Proposals + Zoho Projects
Start new Zoho Projects whenever Better Proposals are signed
Once a proposal gets signed in Better Proposals, streamline your work process by instantly creating a new project in Zoho Projects. This efficient workflow saves time on manual task creation, enabling your team to focus on project execution and deliverables. Enjoy a seamless transition from proposal acceptance to project initiation.
Once a proposal gets signed in Better Proposals, streamline your work process by instantly creating a new project in Zoho Projects. This efficient workflow saves time on manual task creation, enabling your team to focus on project execution and deliverables. Enjoy a seamless transition from proposal acceptance to project initiation.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Create Project
Creates a new Project.
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- 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 ItProjectRequired
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
Folder
Try It
