Better Proposals + Teamleader Focus

Create proposals in Better Proposals for new companies added in Teamleader Focus

Effortlessly streamline your proposal process with this Teamleader Focus and Better Proposals integration. Whenever a new company is added in Teamleader Focus, a proposal will be created in Better Proposals, ensuring a seamless transition between managing your potential clients and generating professional proposals. Save time and enhance your efficiency with this simple yet powerful workflow.

When this happens...
New Company
Triggers when a new Company is added.
TriggerInstant
automatically do this!
Create a Proposal
Creates a new proposal.
ActionWrite

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Supported triggers and actions

What does this mean?

New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added.
Trigger
Instant
Try It
Deal Accepted
Triggers when a deal is accepted.
Trigger
Instant
Try It
- First name
- Last nameRequired
- Salutation
- Primary
- Telephone
- Mobile
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Language
- Gender
- Birthdate
- Iban
- Bic
- Remarks
- Tags
- Custom Fields
- Marketing mails consent
Action
Write
- ContactRequired
- CompanyRequired
- Position
- Decision maker
Action
Write

- IdRequired
Action
Search
Proposal Opened
Triggers when a proposal is opened.
Trigger
Scheduled
Try It

Proposal Sent
Triggers when a proposal is sent.
Trigger
Scheduled
Try It
- CompanyRequired
- 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
Action
Write

New Company
Triggers when a new Company is added.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
- Company nameRequired
- Business Type
- VAT number
- Local business number
- Primary
- Invoicing
- Telephone
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Iban
- Bic
- Language
- Responsible user
- Remarks
- Tags
- Custom Fields
- Marketing Mails Consent
Action
Write
- TitleRequired
- Summary
- Customer TypeRequired
- Customer IdRequired
- Contact Person
- Source
- Department
- Responsible User
- Phase
- Estimated Value Amount
- Estimated Value Currency
- Estimated Probability
- Estimated Closing Date
- Custom Fields
Action
Write
- IdRequired
Action
Search
New Proposal
Triggers when a new proposal is created.
Trigger
Scheduled
Try It
Proposal Paid
Triggers when a proposal is paid.
Trigger
Scheduled
Try It
Proposal Signed
Triggers when a proposal is signed.
Trigger
Scheduled
Try It

About Better Proposals

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

Learn more Help

Related categories

Proposal & Invoice Management

About Teamleader Focus

Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Better Proposals + Teamleader Focus

Create proposals in Better Proposals for new companies added in Teamleader Focus

New Deal

New Contact

Deal Accepted

Create Contact

First name

Salutation

Primary

Telephone

Mobile

Fax

Website

Street

Zip code

City

Country

Street

Zip code

City

Country

Addressee

Street

Zip code

City

Country

Addressee

Language

Gender

Birthdate

Iban

Bic

Remarks

Tags

Custom Fields

Marketing mails consent

Link Contact to Company

Position

Decision maker

Find Contact

Proposal Opened

Proposal Sent

Create a Proposal

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 Company

Invoice Paid

Create Company

Business Type

VAT number

Local business number

Primary

Invoicing

Telephone

Fax

Website

Street

Zip code

City

Country

Street

Zip code

City

Country

Addressee

Street

Zip code

City

Country

Addressee