Better Proposals and Salesflare

How to connect Better Proposals

  • Natively — Built directly into Salesflare.
  • Via Zapier — 6 operations available. Set it up ↗
  • Via Make — Connect it on Make. Set it up ↗

What you can automate

  • When new Proposal in Better Proposals, create opportunity in Salesflare.
  • When proposal Paid in Better Proposals, create opportunity in Salesflare.
  • When new Opportunity in Salesflare, create a Proposal in Better Proposals.

About Better Proposals

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

Features

  • easy to use proposal editor
  • save your best bits of content in the content library
  • get your proposals signed online
  • get paid with instant payments

Pricing

Starter: $13/user/month. Premium: $21/user/month. Enterprise: $42/user/month. Current pricing.

Better Proposals operations on Zapier

Triggers (5)

Start a workflow when this happens

  • New Proposal — Triggers when a new proposal is created.
  • Proposal Opened — Triggers when a proposal is opened.
  • Proposal Paid — Triggers when a proposal is paid.
  • Proposal Sent — Triggers when a proposal is sent.
  • Proposal Signed — Triggers when a proposal is signed.

Actions (1)

Things Salesflare can make it do

  • Create a Proposal — Creates a new proposal.

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