Better Proposals + Content Snare integrations
Create Content Snare requests when new proposals are signed in Better Proposals
After a client has signed their proposal, you'll need information from them to deliver their project. This integration automatically sends them a content request as soon as they sign a proposal in Better Proposals. This gives your client the opportunity to provide the content you need quickly, hassle-free!
- When this happens...Proposal SignedTriggers when a proposal is signed.
- automatically do this!Create RequestCreates a new request.
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More things you can do with Better Proposals and Content Snare
Discover other triggers and actions you can use with Better Proposals and Content Snare
- New Proposal
Triggers when a new proposal is created.
Try ItTriggerPolling - Proposal Paid
Triggers when a proposal is paid.
Try ItTriggerPolling - Proposal Signed
Triggers when a proposal is signed.
Try ItTriggerPolling - All Fields Completed
Triggers when all fields are completed.
Try ItTriggerInstant
- Proposal Opened
Triggers when a proposal is opened.
Try ItTriggerPolling - Proposal Sent
Triggers when a proposal is sent.
Try ItTriggerPolling - 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
ActionWrite- Client Created
Triggers when the client is created.
Try ItTriggerInstant
Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
Related categories
Content Snare is a tool that helps collect content and files from clients on time without email
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