Better Proposals + Moxie Integration

Connect Better Proposals to Moxie in 1 click

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Popular Better Proposals + Moxie Workflows

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Moxie + Better Proposals Integration

Create Better Proposals proposal for new Moxie deal

Are you a Moxie 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 deal in Moxie.

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

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

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

Create Moxie contact for new Better Proposals proposal

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

Create Moxie task for new Better Proposals proposal

With this Moxie 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 Moxie.

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 + Moxie Integration

Create Moxie deal for new Better Proposals proposal

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

Having your proposal and deal 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 Moxie, you'll be able to work smarter, not harder.
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Better Proposals + Moxie 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
  • Moxie
    Project is completed in Moxie Instant
  • Moxie
    Form is completed in Moxie Instant
  • Moxie
    Agreement is sent in Moxie Instant
  • Moxie
    Agreement is viewed in Moxie Instant
  • Moxie
    Agreement is signed in Moxie Instant
  • Moxie
    Meeting is scheduled in Moxie Instant
  • Moxie
    Meeting is updated in Moxie Instant
  • Moxie
    Meeting is cancelled in Moxie Instant
  • Moxie
    Opportunity is created in Moxie Instant
  • Moxie
    Opportunity is updated in Moxie Instant
  • Moxie
    Opportunity is deleted in Moxie Instant
  • Moxie
    Project is created in Moxie Instant
  • Moxie
    Project is updated in Moxie Instant
  • Moxie
    Payment is recieved in Moxie Instant
  • Moxie
    Task is created in Moxie Instant
  • Moxie
    Task is updated in Moxie Instant
  • Moxie
    Task needs approval in Moxie Instant
  • Moxie
    Task is deleted in Moxie Instant
  • Moxie
    Time entry is created in Moxie Instant
  • Moxie
    Time entry is updated in Moxie Instant
  • Moxie
    Time entry is deleted in Moxie Instant
  • Moxie
    Ticket is created in Moxie Instant
  • Moxie
    Ticket is updated in Moxie Instant
  • Moxie
    Ticket is closed in Moxie Instant
  • Moxie
    Ticket is deleted in Moxie Instant
  • Moxie
    Comment is added on ticket in Moxie Instant
  • Moxie
    Invoice is sent in Moxie Instant
  • Moxie
    Client is created in Moxie Instant
  • Moxie
    Client is updated in Moxie Instant
  • Moxie
    Client is deleted in Moxie Instant
2.
  • Better Proposals
    Create proposal in Better Proposals
  • Moxie
    Create client in Moxie
  • Moxie
    Search client in Moxie
  • Moxie
    Create contact in Moxie
  • Moxie
    Search contact in Moxie
  • Moxie
    Create project in Moxie
  • Moxie
    Create task in Moxie
  • Moxie
    Approve task/deliverable in Moxie
  • Moxie
    Create ticket in Moxie
  • Moxie
    Create comment on ticket in Moxie
  • Moxie
    Create opportunity in Moxie
  • Moxie
    Create time entry in Moxie
  • Moxie
    Create invoice in Moxie
  • Moxie
    Apply payment to invoice in Moxie
  • Moxie
    Create or update calendar event in Moxie
  • Moxie
    Delete calendar event in Moxie
  • Moxie
    Create expense in Moxie
  • Moxie
    Create form submission in Moxie
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