Better Proposals + monday.com
"update monday.com items when new proposals are sent in Better Proposals"
Stay updated and keep your sales process smooth with this efficient workflow. Whenever you send out a proposal using Better Proposals, it immediately updates a selected item in monday.com, keeping your team consistently informed about your sales developments. Eliminate the need for manual changes and facilitate a more efficient sales process with this seamless connection between Better Proposals and monday.com.
Stay updated and keep your sales process smooth with this efficient workflow. Whenever you send out a proposal using Better Proposals, it immediately updates a selected item in monday.com, keeping your team consistently informed about your sales developments. Eliminate the need for manual changes and facilitate a more efficient sales process with this seamless connection between Better Proposals and monday.com.
- When this happens...Proposal Sent
Triggers when a proposal is sent.
- automatically do this!Update Item
Change multiple column values of an item
- Free forever for core features
- 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 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
