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Fresh Proposals - Create PDF, Word, Excel Documents
Fresh Proposals integrates with Documentero to create professional documents whenever a proposal event occurs. You can automatically generate PDFs, Word, or Excel files from templates based on proposal activity such as creation, acceptance, or rejection. This connection helps keep records organized and ensures every client interaction is documented in the right format.
Fresh Proposals
Documentero
Triggers
Watch New Client — Triggers when a client has been created.
Watch Proposal Sent — Triggers when a proposal has been sent.
Watch Proposal Viewed — Triggers when a proposal has been viewed.
Watch Proposal Created — Triggers when a proposal has been created.
Watch Proposal Accepted — Triggers when a proposal has been accepted.
Watch Proposal Rejected — Triggers when a proposal has been rejected.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Fresh Proposals using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Fresh Proposals using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts when a proposal is accepted in Fresh Proposals
Create client onboarding documents when a new client is added in Fresh Proposals
Export proposal activity logs into Excel using Documentero templates
Generate Word reports when a proposal is viewed by a client
Create rejection letters when a proposal is declined in Fresh Proposals
Automatically generate signed proposal archives in PDF format
Produce Excel summaries of all proposals sent in a given week
Create branded follow-up documents after a proposal is accepted
Export proposal acceptance data into custom formatted reports
Automatically generate client-specific project kickoff documents once a proposal is signed
How you can use Fresh Proposals + Documentero
Generate Proposal Records
Automatically create a PDF record in Documentero whenever a new proposal is accepted in Fresh Proposals.
Client Welcome Pack
When a new client is added in Fresh Proposals, generate a personalized welcome document using Documentero templates.
Proposal Review Summary
Each time a proposal is viewed, Documentero can create a summary report in Word format for internal tracking.
Rejection Documentation
If a proposal is rejected, automatically generate a rejection note or feedback document for internal analysis.
Monthly Proposal Report
Collect all proposals created in a month and generate an Excel report using Documentero for management review.
Setup Guides
Zapier Tutorial: Integrate Fresh Proposals with Documentero
- Create a new Zap in Zapier.
- Add Fresh Proposals to the zap and choose one of the triggers (Watch New Client, Watch Proposal Sent, Watch Proposal Viewed). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Fresh Proposals trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Fresh Proposals with Documentero
- Create a new scenario in Make.
- Add Fresh Proposals to the scenario and choose one of the triggers (Watch New Client, Watch Proposal Sent, Watch Proposal Viewed). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Fresh Proposals trigger.
- Run or schedule your scenario and verify the output.
