The moment a proposal is won is the moment your customer is most engaged. Offorte Proposals helps you create and track beautiful business proposals that close deals. When you connect Offorte to Mobile Message via Zapier, that winning moment becomes a trigger for instant communication. When a proposal is won, you can send the customer an SMS congratulating them and outlining next steps. When a new contact is created in Offorte, you can add them to your Mobile Message contacts. When a proposal is sent, you can notify your team or the customer that it's on its way.

Timing matters in sales. A text message right when a proposal is won or sent hits different than a generic follow-up email. Zapier watches your Offorte account for these key moments and sends SMS automatically. Your sales team stays focused on the next deal whilst Zapier handles the communication. No more manual follow-ups slipping through the cracks.