Better Proposals

eSignature, Content & Files

Take your sales process to the next level by seamlessly connecting your Maximizer account with Better Proposals through the Zapier platform. This integration empowers you to streamline your workflow, boost productivity, and deliver exceptional results. Gain access to a variety of predefined zaps specifically designed for Maximizer and Better Proposals users, providing you with a range of automation possibilities. Capture leads effortlessly by creating Maximizer contacts from recipients of documents sent through Better Proposals. Keep your team updated on customer interactions with automated notes in Maximizer and notifications in Slack or other messengers when documents are signed in Better Proposals. You can also create custom workflows tailored to your business’s unique needs. Experience a seamless sales process, enhanced collaboration, and increased revenue generation with this powerful integration.

Set Up With Zapier

Highlights:

Create Maximizer contacts from new proposals sent in Better Proposals, avoiding the hassle of manual data input and allowing you to focus on nurturing valuable customer relationships.
Create notes in Maximizer when proposals are opened or signed in Better Proposals and send notifications in Slack or other messengers, gaining valuable insights into your sales process.
Create Maximizer notes and follow-up email drafts when proposals are paid in Better Proposals, automating routine tasks, maintaining consistent communication, and accelerating deal closures with ease.