Better Proposals + Copper Integration

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Copper + Better Proposals Integration

Create Better Proposals proposal for new Copper person

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 Copper? With this integration, you can!

When you create a person in Copper, 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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Copper + Better Proposals Integration

Create Better Proposals proposal for new Copper company

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

Create Copper person for new Better Proposals proposal

If your business uses Better Proposals to create proposal, you'll want to make sure that your Copper account is up-to-date with the latest person 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 person in Copper 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 person in Copper.
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Better Proposals + Copper Integration

Create Copper task for new Better Proposals proposal

With this Copper 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 Copper.

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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Create Your Own Better Proposals & Copper Integration In Clicks

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Better Proposals + Copper 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
  • Copper
    Lead is created in Copper Instant
  • Copper
    Lead is changed in Copper Instant
  • Copper
    Person is created in Copper Instant
  • Copper
    Person is changed in Copper Instant
  • Copper
    Opportunity is changed in Copper Instant
  • Copper
    Opportunity is created in Copper Instant
  • Copper
    Activity is created in Copper Instant
  • Copper
    Company is changed in Copper Instant
  • Copper
    Company is created in Copper Instant
  • Copper
    Task is created in Copper Instant
  • Copper
    Task is changed in Copper Instant
  • Copper
    Project is created in Copper Instant
  • Copper
    Project is changed in Copper Instant
2.
  • Better Proposals
    Create proposal in Better Proposals
  • Copper
    Create lead in Copper
  • Copper
    Update lead in Copper
  • Copper
    Search lead in Copper
  • Copper
    Create person in Copper
  • Copper
    Update person in Copper
  • Copper
    Search person in Copper
  • Copper
    Create activity in Copper
  • Copper
    Create task in Copper
  • Copper
    Search opportunity in Copper
  • Copper
    Create opportunity in Copper
  • Copper
    Update opportunity in Copper
  • Copper
    Search company in Copper
  • Copper
    Create company in Copper
  • Copper
    Update company in Copper
  • Copper
    Create project in Copper
  • Copper
    Update project in Copper
  • Copper
    Search project in Copper
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