Integrate Better Proposals with Zoho Writer

Send information between Better Proposals and Zoho Writer automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Better Proposals and Zoho Writer using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Proposal created

Triggers when a new proposal is created

Proposal opened

Triggers when a proposal is opened

Proposal signed

Triggers when a proposal is signed

Proposal sent

Triggers when a proposal is sent

Document created in Zoho Docs

Triggers when a new document is created in Zoho Docs

Document edited

Triggers when an existing document is edited

Document created in WorkDrive

Triggers when a new document is created in the selected WorkDrive

Document created and moved to folder

Triggers when a new document is created and moved to the selected folder

All Actions - Actions are the automated tasks

Create proposal

Creates a new proposal

Merge and store document - WorkDrive

Creates a merged document with selected template and stores it in WorkDrive

Merge and email document - WorkDrive

Creates a merged documents with the selected template and sends it through email

Upload document

Uploads the selected document and optionally to the selected folder

Create document

Creates a new document with the given text

Merge document and invoke function

Creates a merge document with the selected template and invokes the function associated with it

Merge and email document

Creates a merged document with the selected template and sends it through email

Merge and store document

Creates a merged document with the selected template and stores it

Mark file as completed

Marks the specified document as completed

Lock or unlock document

Locks or unlocks the specified document

Mark or unmark final status

Marks or unmarks the status of the specified document as final

Mark or unmark favorite

Marks or unmarks the specified document as favorite

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

What is Zoho Writer?

Zoho Writer is a word processor with collaboration features. You can access your documents on all devices and make your work better with the editing tools available.

Documents Zoho

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

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

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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back 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

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

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CEO, Fabricroot

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