Better Proposals + CATS Integration

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CATS + Better Proposals Integration

Create Better Proposals proposal for new CATS contact

As a sales representative, you know that creating a proposal is an important step in sealing the deal. But what if you could create that proposal right within CATS? With this integration, you can!

When you create a contact in CATS, Better Proposals will automatically create a proposal for you. This makes it easy to get started and keep your proposal organized.

Ready to try it out? Get started today!
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CATS + Better Proposals Integration

Create Better Proposals proposal for new CATS company

If your company uses CATS, and you need to create proposal, there's an easy way to do it using Better Proposals. When you create a new company in CATS, this integration will automatically create a proposal for you in Better Proposals.

You can then modify the proposal as needed, and send it to your potential clients. This saves you time and effort, since you don't have to create the proposal manually or switch between programs to create the proposal.
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Better Proposals + CATS Integration

Create CATS contact for new Better Proposals proposal

If your business uses Better Proposals to create proposal, you'll want to make sure that your CATS account is up-to-date with the latest contact information. This will ensure that you can track and measure each proposal's success rate and ultimately close more sales.

But what if you could automatically create a contact in CATS each time you created a proposal? With this integration, you can! When you create a new proposal in Better Proposals, Integrately will automatically create a new contact in CATS.
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Better Proposals + CATS Integration

Create CATS task for new Better Proposals proposal

With this CATS and Better Proposals integration, it is easier than ever to create proposal. Now, when you create a proposal in Better Proposals, a corresponding task will be created in CATS.

This makes it easy for you to keep track of your proposal and ensure that all necessary follow-ups are made. Plus, it's a great way to keep your sales process organized and streamlined. Give it a try today!
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Better Proposals + CATS Integration
1.
  • Better Proposals
    Proposal is signed in Better Proposals
  • Better Proposals
    Proposal is created in Better Proposals
  • Better Proposals
    Proposal is sent in Better Proposals
  • Better Proposals
    Proposal is opened in Better Proposals
  • CATS
    Candidate is added to a job in CATS Instant
  • CATS
    Candidate is created in CATS Instant
  • CATS
    Job is created in CATS Instant
  • CATS
    Job status is changed in CATS Instant
  • CATS
    Candidate is updated in CATS Instant
  • CATS
    Pipeline is updated in CATS Instant
  • CATS
    User is updated in CATS Instant
  • CATS
    Contact is created in CATS Instant
  • CATS
    Contact status is changed in CATS Instant
  • CATS
    Contact is updated in CATS Instant
  • CATS
    Company status is changed in CATS Instant
  • CATS
    Company is updated in CATS Instant
  • CATS
    Company is created in CATS Instant
  • CATS
    Activity is created in CATS Instant
2.
  • Better Proposals
    Create proposal in Better Proposals
  • CATS
    Create candidate in CATS
  • CATS
    Create job in CATS
  • CATS
    Search candidate in CATS
  • CATS
    Search company in CATS
  • CATS
    Search Job in CATS
  • CATS
    Create contact in CATS
  • CATS
    Search contact in CATS
  • CATS
    Create task in CATS
  • CATS
    Create company in CATS
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