Question 1

What manual work in GoProposal can be automated?

Accepted Answer

You can automate proposal creation by triggering GoProposal to generate documents when specific conditions are met in your other business tools, such as when a contact record is created or updated. You can also automate the population of proposal fields with data from external sources, reducing manual data entry and ensuring consistency across all proposals. Common automations include pulling contact information, pricing details, or scope items from connected systems and feeding them directly into GoProposal templates.

Question 2

How does data move between GoProposal and other tools?

Accepted Answer

GoProposal connects to external platforms through automation workflows that read data from your other business systems and push it into proposal documents, or extract completed proposal data back out for use elsewhere. When a record is created or modified in a connected tool, that event can trigger GoProposal to populate a proposal with relevant details like contact names, pricing, or scope information. Data can also flow the opposite direction when you need proposal information, responses, or status updates to sync back into your CRM or accounting system.

Question 3

What causes automation problems when using GoProposal?

Accepted Answer

Mismatched field mappings between GoProposal and connected tools are a common issue, where data exists in your source system but uses different field names or structures than GoProposal expects. Proposals that are manually edited after automation may contain inconsistencies if the underlying source data changes, since the automation only syncs what it is configured to push. Template changes in GoProposal can break automations if required fields are removed or renamed without updating the corresponding workflow rules.

Question 4

How should I structure GoProposal to make automations reliable?

Accepted Answer

Standardize your proposal templates with consistent field names and required sections so automations can reliably map incoming data to the correct locations every time. Define clear pricing and scope rules within GoProposal itself, rather than relying on manual adjustments in automated workflows, to reduce the chance of human error. Keep your contact and pricing data clean and up-to-date in your source systems, since automations will only work as well as the data feeding into them.

Automate the manual work in GoProposal

GoProposal by the numbers

Top 5 GoProposal friction points when done manually

Manually updating GoProposal line items

Chasing down GoProposal approval signatures

Reconciling GoProposal totals with invoices

Copying GoProposal data into accounting

Managing GoProposal version control

What you can automate in GoProposal

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Create or update Pixie clients when new GoProposal proposals are won

Create recurring tasks in Pixie for newly won proposals in GoProposal

Tools commonly connected to GoProposal

GoProposal Automation questions

Ready to automate your work in GoProposal?