Better Proposals + ClickUp

Create tasks in ClickUp for new proposals in Better Proposals

When a new proposal is created in Better Proposals, immediately transform this into an actionable task in ClickUp. This automation ensures you stay on track and follow up on all important proposals without the hassle of manual entries. Make your proposal management process efficient and error-free while maximizing your productivity.

When a new proposal is created in Better Proposals, immediately transform this into an actionable task in ClickUp. This automation ensures you stay on track and follow up on all important proposals without the hassle of manual entries. Make your proposal management process efficient and error-free while maximizing your productivity.

  1. When this happens...
    Better ProposalsBetter Proposals
    New Proposal

    Triggers when a new proposal is created.

    TriggerScheduled
  2. automatically do this!
    ClickUpClickUp
    Create Task

    Creates a new task.

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Better Proposals triggers, actions, and search

    Proposal Opened

    Triggers when a proposal is opened.

    Trigger
    Scheduled
    Try It
  • Better Proposals triggers, actions, and search

    Proposal Sent

    Triggers when a proposal is sent.

    Trigger
    Scheduled
    Try It
    • CompanyRequired

    • 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

    Action
    Write
    • Reaction(s)

    • WorkspaceRequired

    Trigger
    Instant
    Try It
better-proposals logo
better-proposals logo

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
Learn more

Related categories

  • Proposal & Invoice Management
clickup logo
clickup logo

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
Learn more

Related categories

  • Project Management

Similar apps

Trello integrationsTrello integrations

Trello

Project Management
Asana integrationsAsana integrations

Asana

Project Management
Todoist integrationsTodoist integrations

Todoist

Task Management