Better Proposals + Productive.io Integration

You're trying to track agency profitability in Productive.io but team members have to manually export signed deals from Better Proposals, so your capacity reports are always a few days behind — with this integration, every signed proposal creates a project instantly and your forecasting data stays current.

You need to kick off client onboarding the moment a deal closes, but you find out about signed proposals after delivery has already stalled — automating both apps means your task lists and bookings appear in Productive.io immediately so resource planning starts on time.

You answer to stakeholders who want real-time visibility into active client accounts, but manual data transfers lead to mismatched records between sales and delivery — connecting these apps means client data flows seamlessly from proposals into projects without manual intervention.

The volume of outgoing proposals is too high for anyone to keep client contact lists updated by hand, leading to lost follow-up opportunities — this integration means every proposal action automatically updates your agency database so no prospect ever falls through the cracks.

You depend on the sales team to hand over signed contracts before you can allocate billable hours in Productive.io, creating costly scheduling bottlenecks — automating both apps means project bookings are generated the second a proposal is signed.

You need a reliable history of billable project values and keep finding gaps where signed proposals were never logged in your management tool — integrating these apps means every single contract translates directly into an accurate project record.