Better Proposals + Dotloop Integration

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Better Proposals + Dotloop Integration

Create Dotloop loop for new Better Proposals proposal

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

Having your proposal and loop 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 Dotloop, you'll be able to work smarter, not harder.
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Dotloop + Better Proposals Integration

Create Better Proposals proposal for new Dotloop loop

Are you a Dotloop 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 loop in Dotloop.

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

Create Dotloop contact for new Better Proposals proposal

If your business uses Better Proposals to create proposal, you'll want to make sure that your Dotloop 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 Dotloop 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 Dotloop.
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Better Proposals + Dotloop 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
  • Dotloop
    Loop is created in Dotloop
2.
  • Better Proposals
    Create proposal in Better Proposals
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop
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