The Better Proposals app pulls customer data automatically from Freshsales when writing sales proposals.
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.
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.