Better Proposals + Gmail

Generate Gmail drafts when new proposals are signed in Better Proposals

With this workflow, the moment a proposal is signed in Better Proposals, a draft is instantaneously created in Gmail. This makes it possible to follow up on signed proposals swiftly without having to manually monitor when a proposal has been signed. Use this automation to save time, improve efficiency and stay on top of your deals.

With this workflow, the moment a proposal is signed in Better Proposals, a draft is instantaneously created in Gmail. This makes it possible to follow up on signed proposals swiftly without having to manually monitor when a proposal has been signed. Use this automation to save time, improve efficiency and stay on top of your deals.

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

    Triggers when a proposal is signed.

    TriggerScheduled
  2. automatically do this!
    GmailGmail
    Create Draft

    Create a draft email message.

    ActionWrite
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Supported triggers and actions

What does this mean?
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
gmail logo
gmail logo

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
Learn moreHelp

Related categories

  • Email
  • Google

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