Create notes in Maximizer and send Slack channel messages when new proposals are opened in Better Proposals
Effortlessly update your Better Proposals account with Maximizer, ensuring that every time a proposal is opened, a custom note is automatically created in Maximizer. Stay on top of your game, track engagement, and take immediate action, all without lifting a finger. Maximize your productivity and close deals faster with this powerful integration.
Effortlessly update your Better Proposals account with Maximizer, ensuring that every time a proposal is opened, a custom note is automatically created in Maximizer. Stay on top of your game, track engagement, and take immediate action, all without lifting a finger. Maximize your productivity and close deals faster with this powerful integration.
- When this happens...Proposal Opened
Triggers when a proposal is opened.
- automatically do this...Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
- then do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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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 ItOpportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
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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
Entry typeRequired
CriteriaRequired
Select User Defined Fields (UDFs) to include
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