Proposal & Invoice Management
Offorte Proposals works with PDFBetter through PDFBetter's Zapier app: use it to get invoice and receipt data out of PDFs and into Offorte Proposals. Connect PDFBetter in Zapier with one click, add Offorte Proposals to the same Zap, and map files and fields between the steps. Each PDFBetter step that runs counts as one agent & automation run on your PDFBetter plan.
Each PDFBetter step that runs counts as one agent & automation run; triggers and failed steps don't. See what each plan includes.
It's returned as missing, never guessed. Add a filter so those go to a person to check before anything is created in Offorte Proposals.
Yes. PDFBetter doesn't connect to Offorte Proposals directly; Zapier runs the steps between them. If Offorte Proposals is also on Make, PDFBetter's Make app works the same way.
No. It works on every PDFBetter plan, including Free. Each PDFBetter step that runs uses one of your plan's monthly agent & automation runs; Zapier counts its own tasks.
No. Offorte Proposals is a separate product listed in Zapier's app directory. This page shows how to use it with PDFBetter's Zapier app.
