Better Proposals + OptinMonster
Create proposals in Better Proposals for new leads in OptinMonster
Save time and streamline your sales process by connecting OptinMonster with Better Proposals. With this workflow, every time you generate a new lead in OptinMonster, a proposal will be instantly created in Better Proposals, ensuring a quick and seamless follow-up to help close more deals. Stay organized and improve your efficiency with this powerful automation between OptinMonster and Better Proposals.
Save time and streamline your sales process by connecting OptinMonster with Better Proposals. With this workflow, every time you generate a new lead in OptinMonster, a proposal will be instantly created in Better Proposals, ensuring a quick and seamless follow-up to help close more deals. Stay organized and improve your efficiency with this powerful automation between OptinMonster and Better Proposals.
- When this happens...New Lead
Triggers when a new lead is added to a campaign.
- automatically do this!Create a Proposal
Creates a new proposal.
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CampaignRequired
Integration Display Name
Try ItProposal 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
