Better Proposals + Google Sheets
Create Google Sheets rows for new Better Proposals sent proposals
When a proposal is sent through Better Proposals, this workflow swiftly creates a corresponding row in your Google Sheets document. It keeps track of all your outgoing proposals in an organized spreadsheet, freeing up your time and energy for more critical tasks. This streamlined process ensures that all your proposals are accurately tracked and easily accessible.
When a proposal is sent through Better Proposals, this workflow swiftly creates a corresponding row in your Google Sheets document. It keeps track of all your outgoing proposals in an organized spreadsheet, freeing up your time and energy for more critical tasks. This streamlined process ensures that all your proposals are accurately tracked and easily accessible.
- When this happens...Proposal Sent
Triggers when a proposal is sent.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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New Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Try It
Proposal 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
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try It
