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.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Create Event
Create an event in the calendar of your choice.
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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 ItCalendar
Time BeforeRequired
Time Before (Unit)Required
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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
Cancelled Calendar Event
Triggers when an event is cancelled.
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