Better Proposals + monday.com
Create new monday.com items from signed Better Proposals proposals
When a client signs a proposal in Better Proposals, this workflow will swiftly create a new item in your monday.com board. It saves you from manual data entry, boosting efficiency and ensuring you stay on top of your business operations. This seamless process bridges the gap between securing a new commitment and kick-starting the related tasks.
When a client signs a proposal in Better Proposals, this workflow will swiftly create a new item in your monday.com board. It saves you from manual data entry, boosting efficiency and ensuring you stay on top of your business operations. This seamless process bridges the gap between securing a new commitment and kick-starting the related tasks.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Create Item
Create a new Item in a board
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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 ItBoard IDRequired
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
Board IDRequired
Try It
