Better Proposals + Pardot Integration

Connect Better Proposals to Pardot in 1 click

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Pardot + Better Proposals Integration

Create Better Proposals proposal for new Pardot prospect

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 Pardot? With this integration, you can!

When you create a prospect in Pardot, Better Proposals will automatically create a proposal for you. This makes it easy to get started and keep your proposal organized.

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Better Proposals + Pardot Integration

Create Pardot prospect for new Better Proposals proposal

If your business uses Better Proposals to create proposal, you'll want to make sure that your Pardot account is up-to-date with the latest prospect 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 prospect in Pardot 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 prospect in Pardot.
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Better Proposals + Pardot 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
  • Pardot
    Prospect is created in Pardot
2.
  • Better Proposals
    Create proposal in Better Proposals
  • Pardot
    Create prospect in Pardot
  • Pardot
    Search prospect in Pardot
  • Pardot
    Update prospect in Pardot
  • Pardot
    Add prospect to list in Pardot
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