Better Proposals + Clustdoc Integration
Connect Better Proposals to Clustdoc in 1 click
Free forever.Use premium features free for 14 days.1.
Proposal is signed in Better Proposals- Proposal is created in Better Proposals
- Proposal is sent in Better Proposals
- Proposal is opened in Better Proposals
File is uploaded in Clustdoc Instant- Item task is completed in Clustdoc Instant
- Item spreadsheet is completed in Clustdoc Instant
- Item payment is received in Clustdoc Instant
- Item is approved in Clustdoc Instant
- Item idcheck is verified in Clustdoc Instant
- Item form is completed in Clustdoc Instant
- Item fileshare is viewed in Clustdoc Instant
- Item econtract is signed in Clustdoc Instant
- Item document is uploaded in Clustdoc Instant
- Application is submitted in Clustdoc Instant
- Application is created in Clustdoc Instant
2.
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Top 10 Most Popular Better Proposals Automations from
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Create Google Sheets row for new Better Proposals proposal
Create PerfexCRM contact for new Better Proposals proposal
Create Better Proposals proposal for new CompanyHub deal
Create Bitrix24 contact for new Better Proposals proposal
Create Better Proposals proposal for new Salesflare opportunity
Create Google Sheets row for new Better Proposals proposal
Create PerfexCRM contact for new Better Proposals proposal
Create Better Proposals proposal for new CompanyHub deal
Create Bitrix24 contact for new Better Proposals proposal
Create Better Proposals proposal for new Salesflare opportunity
Create Xero sales invoice from new Better Proposals proposal
Create CompanyHub contact for new Better Proposals proposal
Create CompanyHub record for new Better Proposals proposal
Create CompanyHub deal for new Better Proposals proposal
Create Better Proposals proposal for new CompanyHub company
Create Xero sales invoice from new Better Proposals proposal
Create CompanyHub contact for new Better Proposals proposal
Create CompanyHub record for new Better Proposals proposal
Create CompanyHub deal for new Better Proposals proposal
Create Better Proposals proposal for new CompanyHub company
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You Can Also Connect Better Proposals or Clustdoc With 1400+ Other Apps
Better Proposals
Better Proposals lets you create professional proposals in minutes. Create, edit and send a new proposal in 3 easy steps. All the basic information you need to include is already there!
Clustdoc
Clustdoc is a client onboarding platform that automates document collection, eSignatures, workflows, checklists, portals & approvals—helping teams streamline client intake, boost compliance, and reduce manual follow‑ups.
