Better Proposals + Cognito Forms

Create proposals in Better Proposals for new entries in Cognito Forms

Save time and effort by streamlining your proposal creation process with this automation. When a new entry is submitted in Cognito Forms, a proposal will be generated in Better Proposals, eliminating the need for manual data entry. Keep your sales funnel moving smoothly while you focus on closing deals.

Save time and effort by streamlining your proposal creation process with this automation. When a new entry is submitted in Cognito Forms, a proposal will be generated in Better Proposals, eliminating the need for manual data entry. Keep your sales funnel moving smoothly while you focus on closing deals.

  1. When this happens...
    Cognito FormsCognito Forms
    New Entry

    Triggers when someone fills out your form.

    TriggerInstant
  2. automatically do this!
    Better ProposalsBetter Proposals
    Create a Proposal

    Creates a new proposal.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
    • IdRequired

    • FormRequired

    Action
    Write
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
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 moreHelp

Related categories

  • Proposal & Invoice Management
cognito-forms logo
cognito-forms logo

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
Learn moreHelp

Related categories

  • Forms & Surveys

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