Ever wished you could create stunning proposals in a snap? This quick-start resource reveals how to automate your proposal workflow with Make.com and Better Proposals, saving you time and boosting your closing rate. ✨
1. Integrating Better Proposals with Make.com 🤝
Getting started is easy! After purchasing the Better Proposals app for Make.com, you’ll receive a license key and a link. Install the app within your Make.com account to access its powerful features. This unlocks a world of automation possibilities, letting you connect Better Proposals with various other apps.
Example: Imagine automatically generating a proposal after a client completes a Typeform inquiry. No more manual data entry!
💡 Pro Tip: Explore pre-built automations on the Synergetic website for inspiration.
2. Setting Up the Connection 🔗
Connecting Better Proposals to Make.com requires two key ingredients: your Better Proposals API key and the provided license key. Find your API key in your Better Proposals dashboard under Settings > Integrations. Treat this key like a password! Once entered, you’re ready to automate.
Example: Think of this like connecting two puzzle pieces, enabling them to work together seamlessly.
💡 Pro Tip: Regenerate your API key periodically for enhanced security. 🔐
3. Creating Proposals Automatically 🤖
The “Create a Proposal” action is where the magic happens. This module lets you programmatically build proposals, quotes, and statements of work. Merge tags allow you to personalize documents by pulling in data from other Make.com modules.
Example: Imagine gathering client goals from a Typeform, using AI to suggest solutions, and then populating a proposal with this personalized information. It’s like having a virtual assistant!
💡 Pro Tip: Use merge tags to create dynamic proposals that address specific client needs.
4. Harnessing the Power of Merge Tags 🏷️
Merge tags are placeholders within your proposal templates, denoted by curly braces {}. They act like variables, pulling in information from previous steps in your Make.com automation.
Example: Include a client’s first name, company name, or even a personalized website link within your proposal.
💡 Pro Tip: Clearly define all merge tags within your Make.com scenario to avoid errors.
5. Exploring Further Automation Opportunities 🌌
The possibilities are endless! Automate follow-ups, notify your team about new proposals, or store documents in the cloud.
Example: Imagine automatically sending a follow-up email 3 days after a proposal is sent.
💡 Pro Tip: Think about your current proposal workflow. What steps could be automated to save you time and effort?
🧰 Resource Toolbox
- Better Proposals Make.com Addon: Get the Addon – Purchase and install the app to connect Better Proposals with Make.com.
- Make.com (Integromat): Sign Up Free – Create a free Make.com account and start automating.
- Synergetic Workflow Build Service: Automate Your Workflow – Get help building custom automations for your business.
By automating your proposal workflow, you can streamline your sales process, impress clients with personalized documents, and free up valuable time to focus on what matters most – growing your business. 🎉
