Basecamp Integration

Modified on Fri, 13 Jan 2023 at 03:44 AM

How to connect and use Basecamp to create new projects corresponding to proposals accepted by clients using Fresh Proposals.


Note: Currently this integration is available to Professional / WE CAN FLY plan.


You can find the Basecamp integration option in Integrations page




Now you can automate project management based on proposal acceptance/signing using Basecamp. Presenting Fresh Proposals integration with Basecamp.


You can connect your Basecamp account with Fresh Proposals



Basecamp Integration with Fresh Proposals Software- Connect

Enable Access Permission to Fresh Proposals

Basecamp Integration with Fresh Proposals Software - Access Permissions

Enable Project Creation Option

Basecamp Integration with Fresh Proposals Software - Enable Project Creation

Accepted Proposal – Project is Created

Basecamp Integration with Fresh Proposals Software - New Project Created for an Accepted Proposal

Accepted Proposal – Proposal PDF is uploaded to Projects Folder

Basecamp Integration with Fresh Proposals Software - Proposal Signed PDF is uploaded to Projects Folder

You can access it inside the folder as shown below

Basecamp Integration with Fresh Proposals Software - Proposal Signed PDF in Project Folder

 

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