Better Proposals + OnePageCRM Integration

Connect Better Proposals to OnePageCRM in 1 click

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OnePageCRM + Better Proposals Integration

Create Better Proposals proposal for new OnePageCRM deal

Are you a OnePageCRM 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 OnePageCRM.

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 OnePageCRM and Better Proposals accounts.
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OnePageCRM + Better Proposals Integration

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

When you create a contact in OnePageCRM, 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 + OnePageCRM Integration

Create OnePageCRM contact for new Better Proposals proposal

If your business uses Better Proposals to create proposal, you'll want to make sure that your OnePageCRM 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 OnePageCRM 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 OnePageCRM.
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Better Proposals + OnePageCRM 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
  • OnePageCRM
    Contact is updated in OnePageCRM
  • OnePageCRM
    Deal is updated in OnePageCRM
  • OnePageCRM
    Contact is created in OnePageCRM
  • OnePageCRM
    Pending deal is created in OnePageCRM
  • OnePageCRM
    Deal is won in OnePageCRM
  • OnePageCRM
    Action is created in OnePageCRM
2.
  • Better Proposals
    Create proposal in Better Proposals
  • OnePageCRM
    Create contact in OnePageCRM
  • OnePageCRM
    Add note to a contact in OnePageCRM
  • OnePageCRM
    Create note attachment in OnePageCRM
  • OnePageCRM
    Search contact by name in OnePageCRM
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