Prospero¶
The Prospero modules allow you to create, and watch the proposals in your Prospero account.
Getting Started with Prospero¶
Prerequisites
- A Prospero account
In order to use Prospero with Ibexa Connect, it is necessary to have a Prospero account. You can create a Prospero account at app.goprospero.com/signUp.
Note
The module dialog fields that are displayed in bold (in the Ibexa Connect scenario, not in this documentation article) are mandatory!
Connecting Prospero to Ibexa Connect¶
You can establish a connection either directly from the Prospero account or from Ibexa Connect.
To connect from your Prospero account, click your Username > Integrations. Navigate to Ibexa Connect, click Connect, and enter your Ibexa Connect user credentials to connect.
To connect to Prospero from Ibexa Connect:
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Go to Ibexa Connect and open the Prospero module's Create a connection dialog.
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In the Connection name field, enter a name for the connection.
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In the Email and Password fields, enter your Prospero account credentials respectively, and click Continue.
The connection has been established.
Triggers¶
Note
You do not have to add the webhooks in the Prospero as it is automatically done for you once you add and save an instant trigger module to your scenario.
Watch Opened Proposals¶
Triggers when a proposal is opened.
| Webhook Name | Enter a name for the webhook. |
Watch Declined Proposals¶
Triggers when a proposal is declined.
| Webhook Name | Enter a name for the webhook. |
Watch Published Proposals¶
Triggers when a proposal is published.
| Webhook Name | Enter a name for the webhook. |
Watch Downloaded Proposals¶
Triggers when a proposal is downloaded.
| Webhook Name | Enter a name for the webhook. |
Watch Signed Proposals¶
Triggers when a proposal is signed.
| Webhook Name | Enter a name for the webhook. |
Watch Proposals¶
Trigger for all proposals.
| Webhook Name | Enter a name for the webhook. |
Actions¶
Create a Proposal¶
Creates a new draft or published proposal.
Proposal Type |
Select the proposal type you want to create:
|
Project Name |
Enter the name of the project. |
Client Name |
Enter the client's name. |
Client Email |
Enter the email address of the client. |
Select Template |
Select the proposal template. |
Section Order |
Select the order of the fields in the template. The field is auto-populated depending on the template. |
Select Type of Pricing |
Select the pricing type of the proposal:
|
Price Value |
Enter the details of the proposal price value details. |
Price Table |
Enter the details of the pricing table details of the proposal. |