Create Maximizer contacts from new proposals sent in Better Proposals
Supercharge your sales pipeline with this seamless workflow that automates the conversion of Better Proposals recipients into valuable Maximizer contacts. Empower your team with a comprehensive customer view within Maximizer, enabling them to sell more efficiently and effectively. Say goodbye to manual data entry and unlock accelerated sales growth today.
Supercharge your sales pipeline with this seamless workflow that automates the conversion of Better Proposals recipients into valuable Maximizer contacts. Empower your team with a comprehensive customer view within Maximizer, enabling them to sell more efficiently and effectively. Say goodbye to manual data entry and unlock accelerated sales growth today.
- When this happens...Proposal Sent
Triggers when a proposal is sent.
- automatically do this!Create Address Book Entry
Creates new company, individual or contact in your Address Book
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- 14 day trial for premium features & apps
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 ItOpportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
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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
Entry typeRequired
CriteriaRequired
Select User Defined Fields (UDFs) to include
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