How to connect Plumsail Documents + Better Proposals
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Triggers when a new proposal is created.Try ItTriggerScheduled
Triggers when a proposal is paid.Try ItTriggerScheduled
Triggers when a proposal is signed.Try ItTriggerScheduled
Triggers when a proposal is opened.Try ItTriggerScheduled
Triggers when a proposal is sent.Try ItTriggerScheduled
When left empty, this will use your default brand.
If left empty, this will use your default Brand finance settings. If you want to override this, simply enter the 3 letter code for the Currency you want to use.
Add Tax to the Proposal?
If left empty, this will use your default Brand finance settings.
Tax Name (e.g. VAT, IVA, GST)
If you leave this empty, it will be pre-filled by your default brand settings.
If left empty, this will use your default brand finance settings.
Recipient First Name
Recipient Last Name
Recipient Email Address
Eligible to Sign
How Plumsail Documents + Better Proposals Integrations Work
- Step 1: Authenticate Plumsail Documents and Better Proposals.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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