Better Proposals + Close Integration

Connect Better Proposals to Close in 1 click

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Better Proposals + Close Integration

Create Close contact for new Better Proposals proposal

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

Create Close task for new Better Proposals proposal

With this Close 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 Close.

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 + Close Integration

Create Close opportunity for new Better Proposals proposal

With this integration, whenever a proposal is created in Better Proposals, it can be automatically create an opportunity in Close. This saves time and ensures that your proposal and opportunity are always in sync.

Having your proposal and opportunity data in the same system makes it easy to track the progress of your sales pipeline and make decisions about where to focus your efforts. With seamless integration between Better Proposals and Close, you'll be able to work smarter, not harder.
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Close + Better Proposals Integration

Create Better Proposals proposal for new Close opportunity

Are you a Close 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 opportunity in Close.

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

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

When you create a contact in Close, 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 + Close 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
  • Close
    Custom activity is created or updated in Close Instant
  • Close
    Lead Status change is created in Close Instant
  • Close
    Export is created in Close Instant
  • Close
    Membership is activated in Close Instant
  • Close
    Email Sequence Subscription created or updated in Close Instant
  • Close
    Lead is created using search query in Close
  • Close
    Lead is created in Close Instant
  • Close
    Contact is created in Close Instant
  • Close
    Contact is updated in Close Instant
  • Close
    Opportunity status change is created in Close Instant
  • Close
    Opportunity is created in Close Instant
  • Close
    Email is created in Close Instant
  • Close
    Call is updated in Close Instant
  • Close
    Call is created in Close Instant
  • Close
    Task is created in lead in Close Instant
  • Close
    SMS is created in Close Instant
  • Close
    Meeting is created in Close Instant
  • Close
    Note is created in Close
2.
  • Better Proposals
    Create proposal in Better Proposals
  • Close
    Update lead in Close
  • Close
    Search lead in Close
  • Close
    Create lead in Close
  • Close
    Update task in Close
  • Close
    Create task in Close
  • Close
    Search task in Close
  • Close
    Search opportunity in Close
  • Close
    Update opportunity in Close
  • Close
    Create opportunity in Close
  • Close
    Search contact in Close
  • Close
    Create contact in Close
  • Close
    Update contact in Close
  • Close
    Create note in Close
  • Close
    Update note in Close
  • Close
    Search note in Close
  • Close
    Create email in Close
  • Close
    Search user in Close
  • Close
    Create SMS in Close
  • Close
    Create custom activity in Close
  • Close
    Run activity overview report in Close
  • Close
    Delete logged call in Close
  • Close
    Create export in Close
  • Close
    Run sent email report in Close
  • Close
    Subscribe Contact to Email Sequence in Close
  • Close
    Search custom activity in Close
  • Close
    Add address to lead in Close
  • Close
    Delete email in Close
  • Close
    Merge two leads in Close
  • Close
    Create bulk email in Close
  • Close
    Run opportunity report in Close
  • Close
    Create smart view in Close
  • Close
    Run status change report in Close
  • Close
    Toggle Forwarding on Phone Number in Close
  • Close
    Update custom activity in Close
  • Close
    Update smart view in Close
  • Close
    Update email sequence subscription in Close
  • Close
    Delete email address from contact in Close
  • Close
    Create bulk sequence subscription action in Close
  • Close
    Search email sequence subscription in Close
  • Close
    Search number of Leads in Query in Close
  • Close
    Search connected account in Close
  • Close
    Get activity by id in Close
  • Close
    Create call in Close
  • Close
    Update call in Close
  • Close
    Search call in Close
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