New Integration: Craft and Send Interactive, Professional Proposals with Better Proposals

Toby Peterson
Toby Peterson / June 27, 2018
Better Proposals home page

Better Proposals helps you create customized, integrated web-based sales proposals. Choose from a catalog of templates that you can format automatically or tailor to your own specifications and branding. Embed images, videos, and pricing tables, or revise more deeply with an HTML code editor. Clients can interact seamlessly with your presentation, asking questions through a live chat feature, signing proposals via email, and paying with an integrated Stripe, PayPal, or GoCardless account. Plus, Better Proposals gives you instant notifications and detailed analytics that show you how much time clients spend on each page, as well as when they open, forward, print, and sign.

And now that Better Proposals connects with Zapier, it's easier than ever to automate your workflows and follow-ups. Trigger actions in other apps whenever new proposals are created, sent, opened, signed, or paid. Or create a new proposal in Better Proposals whenever a trigger event happens in another app.

To connect Better Proposals with 1,000+ other apps, including MailChimp, Trello, and Slack, head to Better Proposals' Zapier integration page.

How to Automate Better Proposals with Zapier

  1. Sign up for a Better Proposals account, and make sure you have a Zapier account.

  2. Try some pre-made Better Proposals integrations, and learn more about how Better Proposals works with Zapier.

  3. Or log in and build a custom workflow with Better Proposals and Zapier.