Better Proposals + SharpSpring
Create or update SharpSpring opportunities when new proposals are added in Better Proposals
Boost your sales process with this seamless workflow between Better Proposals and SharpSpring. When you draft a new proposal in Better Proposals, it updates or creates a corresponding opportunity in SharpSpring. This streamlined process helps ensure no potential customer falls through the cracks, keeping your team on top of every sales opportunity.
Boost your sales process with this seamless workflow between Better Proposals and SharpSpring. When you draft a new proposal in Better Proposals, it updates or creates a corresponding opportunity in SharpSpring. This streamlined process helps ensure no potential customer falls through the cracks, keeping your team on top of every sales opportunity.
- When this happens...New Proposal
Triggers when a new proposal is created.
- automatically do this!Create/Update Opportunity
Create or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated.
You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
- 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 ItNew Account
A new Account is created in SharpSpring.
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
New Email Open Event
When a lead opens an email in SharpSpring.
Try It
