Create proposals in Better Proposals from new form results in Formsite
Create professional proposals seamlessly from new Formsite form results with this efficient workflow. Once set up, each time a new form result is submitted in Formsite, a proposal will be automatically generated in Better Proposals. Stay organized and save time by connecting these two powerful platforms!
Create professional proposals seamlessly from new Formsite form results with this efficient workflow. Once set up, each time a new form result is submitted in Formsite, a proposal will be automatically generated in Better Proposals. Stay organized and save time by connecting these two powerful platforms!
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Create a Proposal
Creates a new proposal.
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FormRequired
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