Check signed proposal details against source facts
Review what was extracted from the source document alongside signed proposal details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Signed Proposals
Lists proposals that have been signed.
Why this helps
After a proposal is signed, checking its details against the original source can be tedious and easy to postpone.
- Focus post-signature review on possible differences.
- Keep extracted facts and returned proposal details together.
- Make the report a review aid rather than a claim of correctness.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to compare the supplied extraction with returned signed proposal details and list possible discrepancies for human verification.
- 4Choose the webhook trigger and where run reports should go.
- 5Test using a source document and a known signed proposal.
Questions about this workflow
Does this verify a signature legally?
No. It reviews returned proposal details against supplied extracted data and does not validate signatures or legal effect.
Does it update the signed proposal?
No. The workflow only retrieves signed proposals and prepares a comparison report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Better proposals. A trigger fires from one place; an action lands in another.
Affinda triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Company
Creates a new company.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Type
Creates a new document type.
Create Proposal Cover
Creates a proposal cover design.
Get All Companies
Lists all companies.
Get All Currencies
Lists all available currencies.
Get All Document Types
Lists available document types.
Get All Proposals
Lists all proposals.
Get All Quotes
Lists all quotes.
Connect any two apps with Notis in the middle.
Affinda and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Better proposals.