Send personalized onboarding email via Gmail after Better Proposals payment, and format text with Formatter

Send personalized onboarding emails to new clients after their proposal payment is confirmed in Better Proposals. Include a link to a questionnaire and scheduling options for faster onboarding and improved client engagement.

Send personalized onboarding email via Gmail after Better Proposals payment, and format text with Formatter

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Overview

Send personalized onboarding emails to new clients after their proposal payment is confirmed in Better Proposals. Include a link to a questionnaire and scheduling options for faster onboarding and improved client engagement.

Send personalized onboarding email via Gmail after Better Proposals payment, and format text with Formatter