Prospero
Lets freelancers and small service businesses create, send, sign and track client proposals from templates.
How to automate Prospero
Native integrations
Prospero has direct integrations with Stripe and Square for payments, QuickBooks, FreshBooks and morning for invoicing, Slack for notifications, HubSpot and Monday.com for CRM and boards, and Wix for leads. One concrete idea: get a Slack message when a client signs, and create the invoice in your accounting tool.
No-code automation
For apps without a direct integration, the vendor points to Zapier and Make. One concrete idea: when a proposal is signed, add the client to your project tool and send a welcome email.