Fresh Proposals and Salesflare

How to connect Fresh Proposals

When client Created in Fresh Proposals, find or create account, then find or create contact, then add contact to account in Salesflare.
When company Contact Added in Fresh Proposals, find or create account in Salesflare.
When proposal Created in Fresh Proposals, create opportunity in Salesflare.
When new Opportunity in Salesflare, create Proposal From Template Id in Fresh Proposals.

FreshProposals is a Proposal management software to organize proposals and keep track of them. Allows end users to sign or reject proposal

Start a workflow when this happens

Client Created — Triggers when a new Company is added in Fresh Proposals .
Company Contact Added — trigger when new contact added/updated in freshproposals
Proposal Accepted — Triggers when a proposal is accepted by client .
Proposal Created — Triggers when a new Proposal is created .
Proposal Rejected — Triggers when a proposal rejected by client .

Show 1 more triggers

Things Salesflare can make it do

Create Client — Create the client by getting information from other platform
Create Proposal From Template Id — Create a proposal based on template id, client-company name and email id of the client. It creates a proposal and save it in a draft mode. You can find the proposal value, currency and proposal link for client as well as for internal purpose. You can find the template id in the right side panel of the template editor. The client, email id should be already present in the system