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

Find answers and get help from Intercom Support and Community Experts

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.

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.