Better Proposals + monday.com
Create new boards in monday.com when proposals are signed in Better Proposals
When a proposal is signed in Better Proposals, this workflow springs into action and creates a board in monday.com. It streamlines the transition from proposal acceptance to project management, ensuring an efficient start to your new projects. Enhance your productivity and keep your team updated without manual work.
When a proposal is signed in Better Proposals, this workflow springs into action and creates a board in monday.com. It streamlines the transition from proposal acceptance to project management, ensuring an efficient start to your new projects. Enhance your productivity and keep your team updated without manual work.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Create Board
Creates a new board
- 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 ItBoard IDRequired
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
Item Created In Board Copy
Board IDRequired
Try It
