New for Our Practice Ignition Integration: Get Proposal Value and Save Documents Automatically
Matthew Guay / July 18, 2018
Get much more data to from your proposals and services added with Zapier's newly updated Practice Ignition triggers. You can now copy the total value of new proposals and the individual prices of each service your company delivers. You can also automatically copy engagement letters and proposals to save them anywhere you want, including to cloud storage services like Google Drive.
→ Automate your client work with Zapier's Practice Ignition integrations.