Integrate Better Proposals with Formatter by Zapier to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Better Proposals with Formatter by Zapier - no code necessary. See how you can get setup in minutes.

Select a trigger from Better Proposals

A trigger is an event that starts your Zap and runs the workflow. For example, with Better Proposals, a trigger could be "New Proposal."

A trigger is the event that kicks off your automated workflow.

Setup an action from Formatter by Zapier

An action is what takes place after the automation is triggered. For example, with Formatter by Zapier, the action could be "Date / Time."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Better Proposals to Formatter by Zapier

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Triggers and actions are the main components of every automated workflow.

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Make work flow with AI

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Learn about AI automation

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Connect Better Proposals and Formatter by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

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The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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Connect Better Proposals and Formatter by Zapier to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Proposal
Triggers when a new proposal is created.
Trigger
Scheduled
Try It
Proposal Paid
Triggers when a proposal is paid.
Trigger
Scheduled
Try It
Proposal Signed
Triggers when a proposal is signed.
Trigger
Scheduled
Try It
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

Proposal Opened
Triggers when a proposal is opened.
Trigger
Scheduled
Try It
Proposal Sent
Triggers when a proposal is sent.
Trigger
Scheduled
Try It
- Company
  Required
- 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
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

Learn how to automate Better Proposals on the Zapier blog

Learn how to automate Formatter by Zapier on the Zapier blog

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

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Learn more Help