Notify team members when a proposal is sent, filter proposals, and retrieve contact information
Notify team members when a proposal is sent, filter proposals, and retrieve contact information
Notify your team when a proposal is sent in Better Proposals, ensuring only qualified proposals are processed. Use Filter by Zapier to set criteria and Formatter by Zapier to retrieve contact info for effective follow-up.
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Overview
Notify your team when a proposal is sent in Better Proposals, ensuring only qualified proposals are processed. Use Filter by Zapier to set criteria and Formatter by Zapier to retrieve contact info for effective follow-up.