Send draft emails in Microsoft Outlook for new proposals sent in Proposify
Streamline your proposals and email drafting process with this seamless workflow. As soon as you send a proposal from Proposify, a draft email is instantly created in your Microsoft Outlook. This efficient process helps you react promptly to client proposals, saving you precious time and expediting your business communications.
- When this happens...Proposal SentTriggers when a proposal is sent or marked as sent by a user.
- automatically do this!Create Draft EmailCreates a draft of an email that can then be reviewed and sent out.
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More things you can do with Proposify and Microsoft Outlook
Discover other triggers and actions you can use with Proposify and Microsoft Outlook
- Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItTriggerInstant - Proposal Created
Triggers when a proposal is created.
Try ItTriggerInstant - Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItTriggerInstant - Proposal Viewed
Triggers when a proposal is viewed by a client.
Try ItTriggerInstant
- Client Created
Triggers when a user creates a new client.
Try ItTriggerInstant - Proposal Lost
Triggers when a Proposal is declined by a client.
Try ItTriggerInstant - Proposal Signed
Triggers when a proposal is signed by a client.
Try ItTriggerInstant - Proposal Won
Triggers when a proposal is accepted by a client.
Try ItTriggerInstant





