Better Proposals

Connect your Better Proposals account with Zapier

Connecting Zapier

Sabrina Barron

Rob Lucas

Adam Hempenstall

Connect your favourite tools to Better Proposals

Integrations

Search for contacts from your CRM and send documents faster

Integrating ActiveCampaign

Getting the Advanced Hubspot Integration setup so you can optimise the integration and save more time.

Hubspot Advanced integration

Getting the Advanced Salesforce Integration set up so you can optimise the integration and save more time.

Salesforce Advanced integration

Integrating Copper CRM

Integrating Agile CRM

Integrating Base

Search for contact details and sync your documents with Capsule opportunities

Integrating Capsule

Search for contacts from your CRM and send proposals faster

Integrating Highrise

Search for a company from Hubspot and sync your document with a Deal in your CRM

Integrate HubSpot CRM

Integrating Insightly

Search for a company from Pipedrive and sync your document with a Deal in your CRM

Integrating Pipedrive

Integrating Salesflare

Search for contact details and sync your documents with Salesforce opportunities

Integrating Salesforce

Integrating Zoho

CRMs

Integrate with GoCardless and take payments on your documents

Integrating GoCardless

Integrate with Stripe and take payments on your documents

Integrating Stripe

Integrate with PayPal and take payments on your documents

Integrating PayPal

Payments

Getting your Olark live chat setup and activated inside your account

Integrating Olark Live chat

Integrating any Live Chat Platform

What to do if we don't offer the live chat integration you use

Integrating a new live chat platform

Live Chat

Connect your Asana account and create projects directly from a document

Integrating Asana

Create a new folder in your chosen workspace using the ClickUp integration

Integrating ClickUp

Connect your Basecamp 3 account and create projects directly from a document

Integrating Basecamp 3

Connect your Teamwork account and create projects directly from a document

Integrating Teamwork

Connect your Trello account and create cards directly from a document

Integrating Trello

Connect your Wrike account and create projects directly from a document

Integrating Wrike

Project Management

Integrating The Facebook Pixel

Re-marketing Pixels

YouTube: Using Better Proposals

Youtube: Proposal Breakdown Episodes

Proposal University

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.