Better Proposals + MOCO Integration

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MOCO + Better Proposals Integration

Create Better Proposals proposal for new MOCO lead

Are you a MOCO 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 lead in MOCO.

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

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

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

Create Better Proposals proposal for new MOCO company

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

Create MOCO contact for new Better Proposals proposal

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

Create MOCO task for new Better Proposals proposal

With this MOCO 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 MOCO.

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 + MOCO 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
  • MOCO
    Lead is created in MOCO Instant
  • MOCO
    Lead is updated in MOCO Instant
  • MOCO
    Lead is deleted in MOCO Instant
  • MOCO
    Task is created in MOCO Instant
  • MOCO
    Task is updated in MOCO Instant
  • MOCO
    Task is deleted in MOCO Instant
  • MOCO
    Offer is created in MOCO Instant
  • MOCO
    Offer is updated in MOCO Instant
  • MOCO
    Offer is deleted in MOCO Instant
  • MOCO
    Contact is created in MOCO Instant
  • MOCO
    Contact is updated in MOCO Instant
  • MOCO
    Contact is deleted in MOCO Instant
  • MOCO
    Company is created in MOCO Instant
  • MOCO
    Company is updated in MOCO Instant
  • MOCO
    Company is deleted in MOCO Instant
  • MOCO
    Expense is created in MOCO Instant
  • MOCO
    Expense is updated in MOCO Instant
  • MOCO
    Expense is deleted in MOCO Instant
  • MOCO
    Planning Entry is created in MOCO Instant
  • MOCO
    Planning Entry is Updated in MOCO Instant
  • MOCO
    Planning Entry is deleted in MOCO Instant
  • MOCO
    Comment is created in MOCO Instant
  • MOCO
    Project is created in MOCO Instant
  • MOCO
    Project is updated in MOCO Instant
  • MOCO
    Project is deleted in MOCO Instant
  • MOCO
    Invoice is created in MOCO Instant
  • MOCO
    Invoice is updated in MOCO Instant
  • MOCO
    Invoice is deleted in MOCO Instant
2.
  • Better Proposals
    Create proposal in Better Proposals
  • MOCO
    Search suppliers in MOCO
  • MOCO
    Create contact in MOCO
  • MOCO
    Update contact in MOCO
  • MOCO
    Search contact in MOCO
  • MOCO
    Create customer in MOCO
  • MOCO
    Search customer in MOCO
  • MOCO
    Create task in MOCO
  • MOCO
    Create project expense in MOCO
  • MOCO
    Create invoice payment in MOCO
  • MOCO
    Create purchase payments in MOCO
  • MOCO
    Create project in MOCO
  • MOCO
    Search project in MOCO
  • MOCO
    Update project in MOCO
  • MOCO
    Create lead in MOCO
  • MOCO
    Create invoice in MOCO
  • MOCO
    Search invoice in MOCO
  • MOCO
    Create purchase in MOCO
  • MOCO
    Search purchase in MOCO
  • MOCO
    Create Time entry in MOCO
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