Better Proposals + Content Snare
Create Content Snare requests when new proposals are signed in Better Proposals
After a client has signed their proposal, you'll need information from them to deliver their project. This integration automatically sends them a content request as soon as they sign a proposal in Better Proposals. This gives your client the opportunity to provide the content you need quickly, hassle-free!
After a client has signed their proposal, you'll need information from them to deliver their project. This integration automatically sends them a content request as soon as they sign a proposal in Better Proposals. This gives your client the opportunity to provide the content you need quickly, hassle-free!
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Create Request
Creates a new request.
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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 ItAll Fields Completed
Triggers when all fields are completed.
Try It
Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
Short Description
Brand
Cover
Template
Currency
Add Tax to the Proposal?
Tax Name (e.g. VAT, IVA, GST)
Tax Percentage
Recipient First Name
Recipient Last Name
Recipient Email Address
Eligible to Sign
Client Created
Triggers when the client is created.
Try It
