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

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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