Better Proposals + SharpSpring

Generate proposals in Better Proposals for new opportunities in SharpSpring

Effortlessly streamline your sales process by connecting SharpSpring and Better Proposals. This workflow activates when a new opportunity arises in SharpSpring, instantly creating a proposal in Better Proposals. Save time and improve efficiency by seamlessly integrating your sales and proposal management, allowing you to focus on closing deals and expanding your business.

Effortlessly streamline your sales process by connecting SharpSpring and Better Proposals. This workflow activates when a new opportunity arises in SharpSpring, instantly creating a proposal in Better Proposals. Save time and improve efficiency by seamlessly integrating your sales and proposal management, allowing you to focus on closing deals and expanding your business.

  1. When this happens...
    SharpSpringSharpSpring
    New Opportunity

    A new Opportunity is created in SharpSpring.

    TriggerScheduled
  2. automatically do this!
    Better ProposalsBetter Proposals
    Create a Proposal

    Creates a new proposal.

    ActionWrite
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Supported triggers and actions

What does this mean?
better-proposals logo
better-proposals logo

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
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Related categories

  • Proposal & Invoice Management
sharpspring logo
sharpspring logo

About SharpSpring

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.
Learn moreHelp

Related categories

  • Marketing Automation

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