Better Proposals

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

Rob Lucas

Sabrina Barron

CRMs

YouTube: Using Better Proposals

Youtube: Proposal Breakdown Episodes

Proposal University

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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.

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

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

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

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