Better Proposals + Upnify Integration

Connect Better Proposals to Upnify in 1 click

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Upnify + Better Proposals Integration

Create Better Proposals proposal for new Upnify opportunity

Are you a Upnify 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 opportunity in Upnify.

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

Create Better Proposals proposal for new Upnify client

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 Upnify? With this integration, you can!

When you create a client in Upnify, 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 + Upnify Integration

Create Upnify client for new Better Proposals proposal

If your business uses Better Proposals to create proposal, you'll want to make sure that your Upnify account is up-to-date with the latest client 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 client in Upnify 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 client in Upnify.
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Better Proposals + Upnify 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
  • Upnify
    Client is created in Upnify Instant
  • Upnify
    Prospect is created in Upnify Instant
  • Upnify
    Opportunity is created in Upnify Instant
  • Upnify
    Sale is created in Upnify Instant
2.
  • Better Proposals
    Create proposal in Better Proposals
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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