Better Proposals + Nutshell Integration

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Nutshell + Better Proposals Integration

Create Better Proposals proposal for new Nutshell person

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 Nutshell? With this integration, you can!

When you create a person in Nutshell, 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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Nutshell + Better Proposals Integration

Create Better Proposals proposal for new Nutshell account

If your company uses Nutshell, and you need to create proposal, there's an easy way to do it using Better Proposals. When you create a new account in Nutshell, this integration will automatically create a proposal for you in Better Proposals.

You can then modify the proposal as needed, and send it to your potential clients. This saves you time and effort, since you don't have to create the proposal manually or switch between programs to create the proposal.
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Better Proposals + Nutshell 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
  • Nutshell
    Person is created in Nutshell Instant
  • Nutshell
    Activity is created in Nutshell Instant
  • Nutshell
    Lead is created in Nutshell Instant
  • Nutshell
    Lead is won in Nutshell Instant
  • Nutshell
    Company is created in Nutshell Instant
2.
  • Better Proposals
    Create proposal in Better Proposals
  • Nutshell
    Create person in Nutshell
  • Nutshell
    Search person in Nutshell
  • Nutshell
    Create lead in Nutshell
  • Nutshell
    Update lead in Nutshell
  • Nutshell
    Search lead in Nutshell
  • Nutshell
    Create company in Nutshell
  • Nutshell
    Search account in Nutshell
  • Nutshell
    Get contact by ID in Nutshell
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