PenPals + Proposify

Send PenPals handwritten cards when new proposals are won in Proposify

Closing a proposal in Proposify is a milestone worth celebrating beyond a quick email. As soon as a new proposal is marked as won, this Zap sends a personalized, handwritten PenPals card to the new customer. The automated handwritten gesture turns wins into lasting goodwill and frees your team to secure the next deal.

When this happens...
Proposal Won
Triggers when a proposal is accepted by a client.
TriggerInstant
automatically do this!
Send Handwritten Card
Sends a handwritten card. Note: requires active payment method in your PenPals account.
ActionWrite

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Supported triggers and actions

Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
Try It
Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
Instant
Try It

- Led ByRequired
- Template
- Client Email AddressRequired
- Due DateRequired
- Proposal NameRequired
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write
- First NameRequired
- Last Name
- Business
- Address Line 1Required
- Address Line 2
- CityRequired
- State
- Zip CodeRequired
Action
Write

- CardRequired
- MessageRequired
- Sign Off
- Recipient First NameRequired
- Recipient Last Name
- Recipient Business Name
- Recipient Address Line 1Required
- Recipient Address Line 2
- Recipient CityRequired
- Recipient State
- Recipient Zip CodeRequired
- Sender First NameRequired
- Sender Last Name
- Sender Business Name
- Sender Address Line 1Required
- Sender Address Line 2
- Sender CityRequired
- Sender State
- Sender Zip CodeRequired
- Payment MethodRequired
- Handwriting Style
- Ink Color
Action
Write

Client Created
Triggers when a user creates a new client.
Trigger
Instant
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Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
Try It
Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Email AddressRequired
- Company Name
- Title
- Office Number
- Mobile Number
- Address Line 1
- Address Line 2
- City
- Client Website Url
- Zip/Postal Code
- State
- Country
- Is Default Contact
Action
Write
- CardRequired
- MessageRequired
- Signature or Sign Off
- Recipient First NameRequired
- Recipient Last Name
- Recipient Business Name
- Recipient Address Line 1Required
- Recipient Address Line 2
- Recipient CityRequired
- Recipient State
- Recipient Zip CodeRequired
- Sender First NameRequired
- Sender Last Name
- Sender Business Name
- Sender Address Line 1Required
- Sender Address Line 2
- Sender CityRequired
- Sender State
- Sender Zip CodeRequired
- Handwriting Style
- Ink Color
Action
Write
- CardRequired
- MessageRequired
- Signature or Sign Off
- Send DateRequired
- Recipient First NameRequired
- Recipient Last Name
- Recipient Business Name
- Recipient Address Line 1Required
- Recipient Address Line 2
- Recipient CityRequired
- Recipient State
- Recipient Zip CodeRequired
- Sender First NameRequired
- Sender Last Name
- Sender Business Name
- Sender Address Line 1Required
- Sender Address Line 2
- Sender CityRequired
- Sender State
- Sender Zip CodeRequired
- Payment MethodRequired
- Handwriting Style
- Ink Color
Action
Write

About PenPals

PenPals is a service to automate handwritten cards for key moments, helping deliver a more personal touch to clients & prospects.

Related categories

Customer Appreciation

About Proposify

Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Learn more

Related categories

Proposal & Invoice Management

PenPals + Proposify

Send PenPals handwritten cards when new proposals are won in Proposify

Supported triggers and actions

Client Commented on a Proposal

Proposal Created

Proposal Sent

Proposal Viewed

Proposal Reminder Sent

Create Proposal

Add Contact

Send Handwritten Card

Client Created

Proposal Lost

Proposal Signed

Proposal Won

Create Client

Add Handwritten Card to Cart

Schedule Handwritten Card

About PenPals

Related categories

About Proposify

Related categories