Better Proposals + BrightManager
Create new BrightManager clients from signed Better Proposals effortlessly
Streamline your client onboarding process with this workflow. When a proposal is signed in Better Proposals, this creates a new client in BrightManager, saving you time and reducing manual work. Make your sales process smoother and more efficient, allowing you to focus on growing your business.
Streamline your client onboarding process with this workflow. When a proposal is signed in Better Proposals, this creates a new client in BrightManager, saving you time and reducing manual work. Make your sales process smoother and more efficient, allowing you to focus on growing your business.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Create Client
Create a new Client within BrightManager
- Free forever for core features
- 14 day trial for premium features & apps
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 ItClient Created
Triggers when a Client is created within BrightManager.
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 Deleted
Triggers when a Client is deleted within BrightManager.
Try It