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Best apps

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Qwilr

PandaDoc

Proposify

Jotform

Nusii

Bonsai

We break down the best proposal software tools so you can send better, sleeker proposals and boost your closing rate.

The 8 best proposal software tools | Zapier

The 8 best proposal software tools

Struggling to keep a clean record of the proposals your clients have accepted? This Zapier automation will instantly create a new row in a Google Sheets spreadsheet (including selected data, such as deal value and the client's email address) whenever a Qwilr project is accepted.

Google Sheets

Add accepted Qwilr projects to Google Sheets

Time to provide an invoice to a closed deal? Don't waste time and get it done automatically with this Zap. It creates a sales invoice in Xero when Qwilr projects are accepted. Automation saves you time from admin work, freeing up your day for more important tasks.

Xero

Create Xero invoices when Qwilr projects are accepted

Find yourself spending too much time creating tasks in Asana rather than getting work done? Spend more time working to complete new deals by automating the creation of new Asana tasks every time a Qwilr project is accepted.

Asana

Create Asana tasks when Qwilr projects are accepted

Saving all the won proposals into Google Drive is now more easier. Want a simple way to copy the PDFs of your won proposals into Google Drive? This integration makes it easy to take any won proposal you've made in Proposify and import it as a PDF into Google Drive.

Google Drive

Create PDFs in Google Drive from won Proposify proposals

Want to be notified in Slack when your Proposify proposal is won? Of course you do! How else will you know to celebrate? This integration won't let you skip a beat when it comes to won proposals. It allows Proposify to send the good news and post it to the Slack channel of your choice automatically. 

Slack

Send new Slack messages for newly won Proposify proposals

Together Proposify and Quickbooks create a proposal dream team for your company. You can share new proposals with your leads, and then add their contact details to QuickBooks for accounting when you win a deal. With this Zapier integration, you can automate it. Zapier can automatically create customers from won proposals created in Proposify so you never have to copy and paste data again.

QuickBooks Online

Create new QuickBooks Online customers from newly won Proposify proposals

Do you and your team live in Google Drive? Set up this Zapier integration to streamline your file management. It automatically uploads a PDF copy of your PandaDoc documents to Google Drive once they are completed. Keep all of your files in the same place, without having to manually copy and upload them!

Upload PDFs to Google Drive when new PandaDoc documents are completed

Looking for a quick way to stay up to date on your sales wins and share it with your team in Slack? After you've set it up, the details of each newly completed PandaDoc document will be posted to a Slack channel of your choice from a Slackbot. Start celebrating your wins as a team with this Slack-PandaDoc integration.

Post Slack channel notifications when new PandaDoc documents are completed

Quickly add new contacts into PandaDoc from Google Sheets using this integration. Once activated, whenever a new row is added to a specified Google Sheets spreadsheet, a new contact will be created in PandaDoc automatically. 

Add contacts to PandaDoc from new Google Sheets rows

Communication is key to the smooth running of any business. With this time-saving automation, you can keep your team in the loop. When a Nusii Proposal is accepted, a Slack message is created and sent to the appropriate channel. Keeping the right people in the know.

Nusii Proposals

Post Slack messages when new Nusii Proposal proposals are accepted

Love 'em or hate 'em, spreadsheets are a necessary evil when it comes to running a business. Automating the process between having a proposal accepted and informing your accounting department can be now be done quickly and efficiently by using this Zapier integration. 

Add accepted proposals from Nusii Proposals to Google Sheets as rows

Having a proposal rejected is never fun, but it's important to know as soon as possible. Keep you and your team in the loop by creating a Slack channel message whenever a new proposal is rejected. Find out early, so you can move on to the next challenge!

Post Slack channel messages for rejected Nusii Proposals

Rather than manually exporting a CSV from Bonsai to give to your accountant, automatically fill a spreadsheet with the relevant data every time an invoice is paid. That way, your books are maintained with no extra effort on your part.

Log new paid Bonsai invoices in a Google Sheet

Streamline your project management process with this automation. When a proposal gets accepted in Bonsai, a task is immediately created within ClickUp. This integration reduces time spent on manual data entry, allowing you to focus on delivering high-quality work to your clients.

ClickUp

Create tasks in ClickUp when new proposals are accepted in Bonsai

Make sure your newest client is on your mailing list, but don't waste time copy and pasting their email from one place to another. Use this Zapier integration to do the busy work for you. After you set it up, every time a Bonsai contract is signed, Zapier will subscribe them to a designated Mailchimp list. This way your can onboard them as soon as they accept a project with you.

Mailchimp

Subscribe new Bonsai clients to a Mailchimp list

The days of exporting your form submissions by hand are over. Set up this integration and Zapier will do it for you from now on. Any new Jotform submission will automatically create a new row on an Excel spreadsheet with all the responses you want, ready to be sorted, calculated, and analyzed at your leisure.

Microsoft Excel

Add new Jotform submissions to Excel spreadsheet rows

It's easy to manage groups of related data with tables in Excel. This Zap will make things even easier for you, automatically adding new Jotform submissions to Excel as rows in a table. That way, you can keep all of your data up-to-date and in a central location.

Add new Jotform submissions to Excel as rows in a table

Quickly add contacts to Google Contacts with this Zap. Once this integration is in place, this integration automatically makes a new contact for each person who fills out your Jotform form.

The 8 best proposal software tools

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