Better Proposals + Agendor Integration

Integrate Agendor to Better Proposals in one click, or tell Integrately AI how you want each deal handled. Track proposals, update deals, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Agendor
    Person is created in Agendor Instant
  • Agendor
    Person is updated in Agendor Instant
  • Agendor
    Deal is won in Agendor Instant
  • Agendor
    Deal stage is changed in Agendor Instant
  • Agendor
    Deal is updated in Agendor Instant
  • Agendor
    Deal is created in Agendor Instant
  • Agendor
    Deal is lost in Agendor Instant
  • Agendor
    Task is created in Agendor Instant
  • Agendor
    Organization is created in Agendor Instant
  • Agendor
    Organization is updated in Agendor Instant
Arrow Right
2.
  • Better Proposals
    Create proposal in Better Proposals
  • Agendor
    Create person in Agendor
  • Agendor
    Update person in Agendor
  • Agendor
    Get person by id in Agendor
  • Agendor
    Search person in Agendor
  • Agendor
    Update deal status in Agendor
  • Agendor
    Update deal stage in Agendor
  • Agendor
    Update deal in Agendor
  • Agendor
    Get deal by id in Agendor
  • Agendor
    Search deal in Agendor
  • Agendor
    Create task in Agendor
  • Agendor
    Update organization in Agendor
  • Agendor
    Create organization in Agendor
  • Agendor
    Get organization by id in Agendor
  • Agendor
    Search organization in Agendor

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Ready Workflows Ready Workflows for Agendor + Better Proposals Integration

Capture deals, organise proposals, keep deals updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Better Proposals + Agendor Integration

Create Agendor contact for new Better Proposals proposal

If your business uses Better Proposals to create proposal, you'll want to make sure that your Agendor 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 Agendor 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 Agendor.
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Agendor + Better Proposals Integration

Create Better Proposals proposal for new Agendor deal

Are you a Agendor user who also uses Better Proposals for proposal writing? If so, we have some great news for you! This integration will allow you to create proposal in Better Proposals directly from deal in Agendor.

This means that you can save time by automatically creating proposal based on the information contained in your deal. Plus, it's easy to get started - simply click activate and connect your Agendor and Better Proposals accounts.
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Agendor + Better Proposals Integration

Create Better Proposals proposal for new Agendor organization

If your company uses Agendor, and you need to create proposal, there's an easy way to do it using Better Proposals. When you create a new organization in Agendor, 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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Agendor + Better Proposals Integration

Create Better Proposals proposal for new Agendor 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 Agendor? With this integration, you can!

When you create a contact in Agendor, 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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Better Proposals + Agendor Integration

Create Agendor task for new Better Proposals proposal

With this Agendor 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 Agendor.

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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Connect more apps to your Agendor + Better Proposals flow

Sync your sales data to CRMs, messaging tools, storage, and project boards to keep your entire team aligned. Pick a combination and activate it in one click.

Better Proposals
Agendor
+
HubspotHubspot (4)
+
WhatsAppWhatsApp (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
Google DriveGoogle Drive (4)
+
AsanaAsana (4)
A
B
H
Create a Better Proposals proposal when a deal is created in Agendor, and add the contact in HubSpot
New Agendor deals instantly generate proposals in Better Proposals and populate contacts in Hubspot without manual entry.
B
A
H
When a Better Proposals proposal is signed, update the deal status in Agendor and create a deal in Hubspot
Signed proposals automatically update your Agendor deal status and log a new deal in Hubspot for seamless handoff.
A
B
H
When a deal stage is changed in Agendor, create a proposal in Better Proposals and update the contact in Hubspot
Stage updates in Agendor trigger automated proposal creation in Better Proposals and keep your Hubspot contacts current.
B
H
A
Create an Agendor task for every Hubspot contact created when a Better Proposals proposal is sent
Sent proposals create Hubspot contacts and schedule follow-up tasks in Agendor automatically.

Supported triggers and actions for Better Proposals and Agendor

Mix and match to build the exact automation you need

Better Proposals
Better Proposals Triggers & Actions
Proposal is signed in Better Proposals
Triggers the automation when a proposal document is signed
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Proposal is created in Better Proposals
Triggers the automation when a new proposal is created
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Proposal is sent in Better Proposals
Triggers the automation when a proposal is sent
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Proposal is opened in Better Proposals
Triggers the automation when a proposal is opened
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Create proposal in Better Proposals
Generates a new proposal
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Agendor
Agendor Triggers & Actions
Instant
Person is created in Agendor
Triggers the automation when a new person is created
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Instant
Person is updated in Agendor
Triggers the automation when a person's profile is updated
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Instant
Deal is won in Agendor
Triggers the automation when a deal is won
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Instant
Deal stage is changed in Agendor
Triggers the automation when a deal stage is changed
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Instant
Deal is updated in Agendor
Triggers the automation when a deal is updated
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Instant
Deal is created in Agendor
Triggers the automation when a deal is created
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Instant
Deal is lost in Agendor
Triggers the automation when a deal is lost
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Instant
Task is created in Agendor
Triggers the automation when a new task is created
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Instant
Organization is created in Agendor
Triggers the automation when a new organization is created
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Instant
Organization is updated in Agendor
Triggers the automation when any organization's profile is modified
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Create person in Agendor
Generates a new person
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Update person in Agendor
Updates the information of a person
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Get person by id in Agendor
Retrieves a person's information by their id
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Search person in Agendor
Retrieves information about a person
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Update deal status in Agendor
Updates the status of a deal
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Update deal stage in Agendor
Updates deal to next stage based on predefined criteria
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Update deal in Agendor
Updates deal information based on new criteria or changes
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Get deal by id in Agendor
Retrieves a deal by its id
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Search deal in Agendor
Retrieves and find a deal
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Create task in Agendor
Creates a new task
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Update organization in Agendor
Updates organization information
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Create organization in Agendor
Generates a new invoice
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Get organization by id in Agendor
Retrieves organization information based on its id
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Search organization in Agendor
Finds and retrieves information about a organization
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What can you automate with Agendor + Better Proposals?

Connect your proposal creation workflow directly to your sales pipeline to eliminate manual admin work.

What you can automate?
🚀
Automate proposal generation from new deals
Create a Better Proposals document instantly whenever a new deal is created in Agendor. Eliminate manual data entry and speed up your initial client response.
📝
Capture every proposal detail across systems
Map all submitted client information and pricing details from Better Proposals directly into your Agendor records. Keep your CRM data rich and structured.
🔔
Notify team members the moment documents send
Alert your sales channels instantly whenever a proposal is dispatched or reviewed. Ensure your team stays aligned on active client opportunities.
🔀
Route workflows based on proposal values
Trigger distinct follow-up tasks or assign different account reps in Agendor depending on the tier or value of the signed Better Proposals document.
🔄
Keep deal stages synchronized in real time
Automatically update Agendor deal stages and statuses as prospects interact with their Better Proposals documents. Maintain an accurate sales pipeline.
🛡️
Prevent duplicate records and contacts
Search existing database entries before creating new contacts or deals between Agendor and Better Proposals. Maintain clean and deduplicated records.
💰
Handle proposal signatures and won deals
Mark Agendor deals as won and trigger onboarding tasks the exact moment a client signs their Better Proposals agreement.
🔌
Extend your workflow to messaging and tasks
Connect your core sales pair with apps like Slack, Google Drive, or Asana to notify teams, archive documents, and manage project delivery.
And much more...

Who is Agendor + Better Proposals integration for?

Brazilian sales teams and account executives looking to eliminate manual proposal creation and keep pipelines perfectly synchronized across platforms.

Sales directors
Sales directors
Account executives
Account executives
Sales operations specialists
Sales operations specialists
Revenue analysts
Revenue analysts
Business development managers
Business development managers
Customer success leads
Customer success leads
📈
Sales directors
You're reviewing quarterly pipeline forecasts in Agendor but your proposal statuses are tracked separately in Better Proposals, so your conversion metrics are always outdated — with this integration, every proposal event updates your pipeline records instantly and your reports stay accurate.
Account executives
You manage long sales cycles in Agendor and spend hours manually drafting client documents in Better Proposals, so your response times lag behind fast-moving competitors — automating both apps means proposals are generated the moment deals open and your follow-ups happen faster.
🤝
Sales operations specialists
You need to ensure client interactions recorded in Agendor match sent documents in Better Proposals, but manual copy-pasting leads to missing deal details — connecting these apps means every proposal maps cleanly to your CRM and your data history remains complete.
📊
Revenue analysts
You track closed-won revenue across your Brazilian operations, but delayed document signatures leave gaps in your Agendor dashboards — this integration means every signed proposal updates deal statuses immediately and your financial tracking is always up to date.
💼
Business development managers
You pitch complex solutions through Agendor deals and need rapid proposal turnaround in Better Proposals, but administrative bottlenecks slow down deal momentum — automating both apps means your proposals deploy instantly and deals progress without delay.
📋
Customer success leads
You depend on accurate proposal handoffs from sales to onboard new accounts, but manual record updates cause handover delays — integrating these apps means closed proposals trigger onboarding tasks instantly and client transitions run smoothly.
Our team

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Why choose Integrately to automate Better Proposals + Agendor

Build and manage your Better Proposals + Agendor automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Better Proposals + Agendor with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Agendor to Better Proposals?
Frequently Asked Questions
You can connect Agendor to Better Proposals instantly using ready-made workflows or Integrately AI. With 1-click setup, you can link your tools to Hubspot, WhatsApp, Slack, and 1,500+ other apps without coding.
Can I automatically create a Better Proposals proposal when an Agendor deal is created?
Frequently Asked Questions
Can I connect Agendor, Better Proposals, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agendor and Better Proposals?
Frequently Asked Questions
How are Agendor deals updated when a proposal is signed in Better Proposals?
Frequently Asked Questions
Can I trigger Agendor tasks when a Better Proposals proposal is opened?
Frequently Asked Questions
Do I need coding skills to automate Agendor and Better Proposals?
Frequently Asked Questions
Is the Agendor and Better Proposals integration free?
Frequently Asked Questions
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You Can Also Connect Agendor or Better Proposals With 1500+ Other Apps

Agendor
Popular Agendor Integrations
Connect Agendor to CRMs, email tools, and messaging platforms to manage and follow up on your leads.
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Better Proposals
Popular Better Proposals Integrations
Sync Better Proposals with document storage, billing, and project management tools to keep proposal workflows moving.