Better Proposals + Microsoft Excel

Add new rows in Microsoft Excel whenever Better Proposals are signed

Streamline your proposal process with Better Proposals and Microsoft Excel. When a proposal is signed in Better Proposals, this workflow will efficiently add a new row in your desired Excel sheet. It simplifies your tracking process and ensures you won't miss crucial updates about your signed proposals. This automation is an efficient way to keep your records up-to-date and organized.

Streamline your proposal process with Better Proposals and Microsoft Excel. When a proposal is signed in Better Proposals, this workflow will efficiently add a new row in your desired Excel sheet. It simplifies your tracking process and ensures you won't miss crucial updates about your signed proposals. This automation is an efficient way to keep your records up-to-date and organized.

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

    Triggers when a proposal is signed.

    TriggerScheduled
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row

    Adds a new row to the end of a worksheet.

    ActionWrite
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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
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Scheduled
    Try It
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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
excel logo
excel logo

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
Help

Related categories

  • Microsoft
  • Spreadsheets

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