Introducing Proposify's New Public API

Big news: We’ve launched Proposify's new public API!

We’ve built our API to be a powerful tool that will deepen your Proposify experience and supercharge your proposal workflow efficiency. How? When? What, you might ask? Let’s get into all the details.

What is an API?

Let's start with the basics. An API, or Application Programming Interface, is a set of rules and protocols that allows different software applications to communicate and interact with each other.

In simpler terms, an API provides developers with a powerful set of tools to seamlessly integrate Proposify’s proposal software with other applications and systems your business may use.

What Can You Do with Proposify's API?

Proposify's API opens up a world of possibilities for our users.

Here are some key capabilities:

  1. Automate Workflows: With the API, you can automate repetitive tasks, such as creating documents or updating prospect information, saving you and your team valuable time and reducing manual errors.
  2. Integrate with External Systems: Connect Proposify with your existing software stack. Whether you use a CRM, project management tool, or custom in-house software, the API allows for seamless integration and data synchronization.
  3. Enhance Customization: Build custom solutions tailored to your unique business needs. The API empowers you to extend Proposify's functionality and create custom workflows that align perfectly with your processes.

Benefits of Using the Proposify API

  • Increased Efficiency: Automate manual processes and eliminate repetitive tasks, allowing your team to focus on more strategic sales initiatives.
  • Improved Data Accuracy: Streamline data synchronization between Proposify and other systems, reducing the risk of errors and inconsistencies across your business.
  • Custom Integrations: Tailor Proposify to suit your business requirements by integrating it with your preferred tools and systems.
  • Scalability: As your business grows and evolves, our API enables seamless scalability, ensuring that your systems can adapt to changing needs.

Next Steps for Proposify Customers

Excited to start using the Proposify API? Here's what you can do next:

  1. Explore the Documentation: Dive into our API documentation to understand how to integrate and leverage the API in your workflows (feel free to share with your IT team!).
  2. If you’re on the Business plan, you can access the API now. Contact our Customer Success team to get it turned on your account.
  3. Reach Out to Sales: Interested in upgrading to the Business plan so you can access the API? Contact our Sales team to discuss unlocking this powerful feature.
  4. Stay Informed: Keep an eye out for more updates and enhancements to the Proposify API. We're constantly improving and expanding our API capabilities based on your feedback.

Proposify has always been about empowering our users to unlock new levels of productivity and efficiency, so the launch of our public API fits perfectly with our mission. Whether you're looking to automate workflows, integrate with external systems, or enhance customization, our API provides the tools you need to succeed.

Introducing Proposify's New Public API