Plumsail Documents + Better Proposals Integrations
How to connect Plumsail Documents + Better Proposals
Zapier lets you send info between Plumsail Documents and Better Proposals automatically—no code required. With 5,000+ supported apps, the possibilities are endless.
- Free forever for core features
- 14 day trial for premium features & apps
Top companies trust Zapier to automate work and free up time
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
Process NameRequired
Try It
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 It
Process NameRequired
Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
Short Description
Brand
When left empty, this will use your default brand.
Cover
Template
Currency
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.
Tax Percentage
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.
Related categories
Related categories
Get started for free
You can't add more hours to the day. Zapier is the next best thing.