Create Proposals on Form Submission with Pabbly Connect

Learn how to automate proposal creation on form submission using Pabbly Connect, Google Forms, and Better Proposals. Step-by-step guide included. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Proposal Automation

To create proposals on form submission, you will first need to access Pabbly Connect. Start by visiting the Pabbly website and navigating to the Pabbly Connect product page.

If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply log in. Once logged in, you will be taken to the Pabbly Connect dashboard where you will create a new workflow.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘+’ icon to create a new workflow. Name your workflow something descriptive like ‘Create Proposals on Form Submission’. This name will help you identify the automation later.

• Click on the ‘Create’ button to proceed.
• A trigger window and action window will appear.
• Select ‘Google Forms’ as the trigger application.

After setting up the trigger, you will configure it to listen for new form submissions. This is where Pabbly Connect shines, enabling seamless integration between Google Forms and your proposal creation process.

3. Linking Google Forms to Pabbly Connect

To link Google Forms with Pabbly Connect, select the trigger event as ‘New Response Received’. You will then be provided with a webhook URL. This URL is crucial for connecting your Google Forms to Pabbly Connect.

Follow these steps to set up the webhook:

• Open your Google Form and navigate to the ‘Responses’ tab.
• Click on the three dots and select ‘Select response destination’.
• Create a new spreadsheet to capture responses.

By using Pabbly Connect, you can ensure that every submission is captured and processed automatically, making your workflow efficient and reliable.

4. Creating Proposals in Better Proposals

Once your Google Form is linked, the next step is to create proposals in Better Proposals using Pabbly Connect. Add an action step in your workflow and select Better Proposals as the application.

Choose the action event as ‘Create Proposal with a New Contact’. You will need to connect your Better Proposals account by entering your API token. After connecting, you can map the form submission data to create a personalized proposal for the client.

Map the company name, client first name, and last name from the Google Forms response. Select a proposal template that you have pre-created in Better Proposals. Set the tax percentage and currency code as needed.

This integration allows you to automatically generate proposals based on client submissions, streamlining your workflow and improving response times.

5. Sending Emails and Creating Tasks in ClickUp

After creating the proposal, the next step is to send it via email and create a task in ClickUp. Use Pabbly Connect to add another action step, selecting Gmail for sending emails.

Connect your Gmail account and map the recipient’s email address from the form submission. You can customize the email subject and content, including a link to the created proposal.

Use the mapped proposal link in the email content. Draft a personalized message to engage the client. Send the email and verify the response status.

Finally, create another action step to integrate ClickUp. Select ‘Create Task’ as the action event. Connect your ClickUp account and map the task details, ensuring all relevant information from the form submission is included. This completes the automation process, allowing you to manage tasks efficiently.

Conclusion

In this tutorial, we explored how to automate the creation of proposals on form submission using Pabbly Connect, Google Forms, and Better Proposals. By following these steps, you can streamline your workflow and enhance client communication. Automating these processes saves time and ensures accuracy in your proposals.