Better Proposals + Moneybird Integration

Connect Better Proposals to Moneybird in 1 click

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Popular Better Proposals + Moneybird Workflows

Create Moneybird sales invoice from new Better Proposals proposal

If you're using Better Proposals to create your proposal, you'll be happy to know that you can also create sales invoice straight from Moneybird.

This automation will automatically generate an sales invoice in Moneybird for you. All of your customer data will be populated into the invoice, so all you need to do is send it off! Easy peasy.

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Proposal is signed in Better Proposals
Proposal is created in Better Proposals
Proposal is sent in Better Proposals
Proposal is opened in Better Proposals
Contact is created in Moneybird Instant
Quote is created in Moneybird Instant
Sales invoice is created in Moneybird Instant
Sales invoice sent by email in Moneybird Instant

Create proposal in Better Proposals
Create sales invoice in Moneybird
Send sales invoice in Moneybird
Create contact in Moneybird
Search contact in Moneybird
Create document in Moneybird
Add attachment to document in Moneybird
Create quote in Moneybird

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Want to automate something else in your workflow?

You Can Also Connect Better Proposals or Moneybird With 1200+ Other Apps

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!

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Moneybird is the right solution for small businesses. It's cloud accounting software that offers an all-in-one dashboard for your business finances, so you can manage them in one place.

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