Better Proposals + monday.com
Update subitems in monday.com when new proposals are added in Better Proposals
Increase the efficiency of your proposal management process with this Better Proposals and monday.com workflow. Whenever a new proposal is created in Better Proposals, the corresponding task in monday.com gets updated. This workflow not only simplifies your business operations but also reduces manual intervention, leading to an overall productivity boost.
Increase the efficiency of your proposal management process with this Better Proposals and monday.com workflow. Whenever a new proposal is created in Better Proposals, the corresponding task in monday.com gets updated. This workflow not only simplifies your business operations but also reduces manual intervention, leading to an overall productivity boost.
- When this happens...New Proposal
Triggers when a new proposal is created.
- automatically do this!Update Subitem
Updates a update subitem on your board.
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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 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
