Add proposals to Better Proposals from new formless responses
Writing proposals take a long time and getting started is always the hardest bit. Automate that process by having this Zap create a proposal automatically when a new formless entry is submitted. You'll never have to start writing a proposal from scratch again and can get back to interested customers more quickly.
Writing proposals take a long time and getting started is always the hardest bit. Automate that process by having this Zap create a proposal automatically when a new formless entry is submitted. You'll never have to start writing a proposal from scratch again and can get back to interested customers more quickly.
- When this happens...New Response
Triggers when a new response is submitted.
- automatically do this!Create a Proposal
Creates a new proposal.
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- 14 day trial for premium features & apps
ConversationRequired
Try ItProposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
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