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Create business workflows for Better Proposals without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Better Proposals workflows

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Create tasks in Roll when proposals are signed in Better Proposals


While working on multiple projects, it's easy to forget to create a new project for newly onboarded customers. This flow will automatically create a new task in Roll when a proposal is signed in Better Proposals.

How it works

1) A proposal is signed in Better Proposals.
2) Zoho Flow will create a new task in Roll.
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Create tasks in Roll when proposals are signed in Better Proposals

Better Proposals + Roll

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Build your own Better Proposals integrations

Connect Better Proposals with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your Better Proposals workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Proposal opened

Triggers when a proposal is opened

Proposal signed

Triggers when a proposal is signed

Proposal created

Triggers when a new proposal is created

Proposal sent

Triggers when a proposal is sent

All Actions - Actions are the automated tasks

Create proposal

Creates a new proposal

What is Better Proposals?

Better Proposals is a web-based application that lets you create beautiful, high-converting, easy-to-sign proposals in minutes instead of hours.

Proposals & Invoices

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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It is amazing what processes can be automated [with Zoho Flow]. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

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CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

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Technical and Operations Head, TruAct

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