Better Proposals + Harvest
Create new Harvest clients from newly-signed Better Proposals proposals
Streamline your business process with this efficient workflow. When a proposal is signed in Better Proposals, it triggers a new client creation in Harvest. This simplifies your client management, ensuring no leads fall through the cracks and you can focus on delivering stellar services. It's an effective automation strategy for maintaining a seamless transition between proposal acceptance and project initiation.
Streamline your business process with this efficient workflow. When a proposal is signed in Better Proposals, it triggers a new client creation in Harvest. This simplifies your client management, ensuring no leads fall through the cracks and you can focus on delivering stellar services. It's an effective automation strategy for maintaining a seamless transition between proposal acceptance and project initiation.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Create Client
Creates a Client
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- 14 day trial for premium features & apps
New Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItInvoice Paid
Triggers when a invoice is fully paid.
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Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
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
Invoice Sent
Triggers when a invoice is sent or marked as sent.
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