Better Proposals + GoCanvas

Create Better Proposals from new GoCanvas submissions

Speed up your proposal creation process with this efficient workflow. When you receive a new submission in the GoCanvas app, this automation will instantly create a proposal for you in the Better Proposals app. Save time and ensure consistency in your proposals with this seamless integration, designed to streamline your sales process.

When this happens...
New Submission
Triggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
TriggerInstant
automatically do this!
Create a Proposal
Creates a new proposal.
ActionWrite

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Supported triggers and actions

What does this mean?

- Trigger Mid Workflow
- App NameRequired
Trigger
Instant
Try It
- App NameRequired
- Item Description
- Assign Item To
- Schedule At
Action
Write
New Proposal
Triggers when a new proposal is created.
Trigger
Scheduled
Try It
Proposal Paid
Triggers when a proposal is paid.
Trigger
Scheduled
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Proposal Signed
Triggers when a proposal is signed.
Trigger
Scheduled
Try It

- App NameRequired
- Item DescriptionRequired
Action
Write
- Reference Data IDRequired
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
- 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

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 GoCanvas

GoCanvas provides a simple, drag and drop tool for creating your own mobile forms (called GoCanvas Apps) that can be filled out by your employees on their mobile devices. Customize your own mobile inspections, work orders, time cards, invoices, waivers and much more. Instantly transmit your data to customers and colleagues to keep your business moving at the speed of digital.

Learn more

Related categories

Forms & Surveys

Better Proposals + GoCanvas

Create Better Proposals from new GoCanvas submissions

New Submission

Trigger Mid Workflow

Create Dispatch

Item Description

Assign Item To

Schedule At

New Proposal

Proposal Paid

Proposal Signed

Delete Dispatch

Sync Reference Data With Google Sheets

Proposal Opened

Proposal Sent

Create a Proposal

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

About Better Proposals

Related categories

About GoCanvas

Related categories

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