Freshworks Marketplace

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Better Proposals

The Better Proposals app pulls customer data automatically from Freshsales when writing sales proposals.
Published by Freshworks(about almost 2 years ago)
Version History
Version 1.0
Visit Site To Install
OverviewInstallation InstructionsPrivacy & Security
When creating a sales proposal, you will no longer need to log into Freshsales to copy and paste contact information. Simply perform a search in Better Proposals and the app will automatically find your contacts in your Freshsales account and pull them into Better Proposals. 1. Discover what each contact needs and deliver the most effective message 2. Create custom goals to calculate the effectiveness of your growth processes 3. Choose 3 different ways of reaching your client 4. Send personalized messages that align perfectly with client interests 5. Automatically find contacts and send them customized proposals 6. No more spending hours to create a world-class proposal that will win the deal, we’ve got you covered.

App Details

Categories
Productivity, Utility & WorkflowsKnowledge & Content Management

Developer Resources

Developer SupportWebsite
Please visit the vendor’s website for privacy policy and terms of use.

Marketplace Resources

1. Open a new tab and log in to your Freshsales account. 2. Click on the profile icon in the top right and click 'Settings'. 3. Click on 'API Settings' to find your API key. 4. Inside Better proposals, Go to Settings > Integrations > Connect your CRM > Freshsales > Connect Freshsales 5. Enter the API key and your full Freshsales account URL (e.g. company.freshsales.io) and click the green 'Connect' button.

App Details

Categories
Productivity, Utility & WorkflowsKnowledge & Content Management

Developer Resources

Developer SupportWebsite
Please visit the vendor’s website for privacy policy and terms of use.

Marketplace Resources

The information listed below is provided by the App Developer Partner pertaining to the data privacy policies of the latest app version available on the Freshworks Marketplace. The App Developer Partner is solely responsible for the accuracy of the information provided.
What is End-User data?
Any information that is generated or provided by individuals while using your apps in connection with Freshworks products.
Data Management and Storage
Does your app use AI or GenAI features?
NA
Does your app use "Freshworks AI powered features or Freddy AI" and comply with Freshworks AI powered features and Freddy AI terms?
NA
Does your app collect / process any End-User data?
NA
Does your app store any End-User data?
NA
Does your app share End-User Data with any third party entities?
NA
Does your app transfer European Economic Area (EEA) residents’s End-User Data outside of the EEA?
NA
Can the End-User data be exported?
NA
Can End-User data be accessed through your app logs?
NA
Is the End-User data encrypted at rest?
NA
Is the End-User data encrypted in transit?
NA
Does your app adhere to the OWASP (Open Web Application Security Project) security standard?
NA
Does your app permanently delete the customer data as soon as the customer uninstalls the app?
NA
Does your app allow customers to request a custom End-User Data retention period?
NA
For more information related to privacy and security, reach out to developer support

App Details

Categories
Productivity, Utility & WorkflowsKnowledge & Content Management

Developer Resources

Developer SupportWebsite
Please visit the vendor’s website for privacy policy and terms of use.

Marketplace Resources

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