Send proposals in Better Proposals and immediately create new projects in Asana
Streamline your project initiation process with this smart workflow. When you send a proposal through Better Proposals, a new project is immediately created in Asana. It simplifies your task management, making sure you're ready to start working as soon as the proposal is out the door. This efficient process saves time and allows you to focus on what matters most, your projects.
Streamline your project initiation process with this smart workflow. When you send a proposal through Better Proposals, a new project is immediately created in Asana. It simplifies your task management, making sure you're ready to start working as soon as the proposal is out the door. This efficient process saves time and allows you to focus on what matters most, your projects.
- When this happens...Proposal Sent
Triggers when a proposal is sent.
- automatically do this!Create Project
Triggered when you add a new project.
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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 ItWorkspace
Project
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
WorkspaceRequired
ProjectRequired
Try It