Microsoft Outlook + Proposify
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.
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 Sent
Triggers when a proposal is sent or marked as sent by a user.
- automatically do this!Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
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Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
