Better Proposals + Microsoft Outlook

Create Microsoft Outlook events when new proposals are signed in Better Proposals

Stay organized and prepared with this seamless process. Upon the signing of a proposal in Better Proposals, a new event is swiftly scheduled in your Microsoft Outlook. Abandon the hassle of manually entering events for each signed proposal, and instead, enjoy a streamlined workflow that not only saves time but also boosts productivity.

Stay organized and prepared with this seamless process. Upon the signing of a proposal in Better Proposals, a new event is swiftly scheduled in your Microsoft Outlook. Abandon the hassle of manually entering events for each signed proposal, and instead, enjoy a streamlined workflow that not only saves time but also boosts productivity.

  1. When this happens...
    Better ProposalsBetter Proposals
    Proposal Signed

    Triggers when a proposal is signed.

    TriggerPolling
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Create Event

    Create an event in the calendar of your choice.

    ActionWrite
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Supported triggers and actions

    • CompanyRequired

    • 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

    Action
    Write
  • Microsoft Outlook triggers, actions, and search

    Cancelled Calendar Event

    Triggers when an event is cancelled.

    Trigger
    Instant
    Try It
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better-proposals logo

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
Learn more

Related categories

  • Proposal & Invoice Management
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn more

Related categories

  • Calendar
  • Email
  • Microsoft

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