Name: Proposify Inc
Price range: $

ActiveCampaign

Generate new Active Campaign deals as soon as you create a Proposify proposal, and keep those deals up-to-date as you move through proposal stages. Free yourself from all the busy work so you can go all-in on closing the deal.

CRM

Agile CRM

Create a new Agile CRM deal, fully loaded with all your contact’s details, whenever you start a new Proposify proposal. Let us handle the small details, so you can focus on nailing the deal.

CRM

Asana

Automatically start new Proposify proposals from clients added to Asana. Set new Asana tasks when clients comment or sign your proposals, and keep sterling records by creating Asana projects from won Proposify proposals.

CRM

Basecamp

You can import your Basecamp contacts, and automatically generate a project when your proposal is accepted. Upload a PDF to your file section and invite your team and clients.

Project Management

Close.io

Easily generate Close leads from new Proposify proposals. Then, keep those leads engaged by automatically subscribing them to an email sequence when they open or comment on a proposal!

CRM

Copper

Automatically create a new Proposify proposal when you add a company to Copper, or when an ongoing Copper deal hits the proposal stage. Create a new status when your client views your proposal, and a new invoice when your proposal is won.

CRM

Dropbox

Automatically create a new file in Dropbox every time your team wins a proposal, so you can stay organized and keep flawless records—without any extra effort.

Files

Freshbooks

You can import your FreshBooks contacts, and we’ll automatically generate an invoice using your pricing table when your client accepts a proposal.

Invoicing

Google Drive

Slash heaps of busywork from your sales cycle by automatically saving a PDF copy of all your won proposals in Google Drive.

Files

Gravity Forms

Use leads from Gravity Forms to automatically create new clients (or start new proposals) in Proposify. Set yourself up so you’re ready to act while your leads are still scorching hot.

Forms

Harvest

You can import your Harvest contacts, and we’ll automatically generate an invoice using your pricing table when your client accepts a proposal.

Project Management

Highrise

You can import your Highrise contacts and we’ll automatically create a deal in Highrise when you send out a proposal. When your client accepts or declines the proposal we’ll update the Highrise deal.

CRM

Hubspot

Stay up to date with your proposal progress right in HubSpot. Sync your contacts to Proposify, attach proposals to deals, and export won proposals as PDFs.

CRM

Infusionsoft

Import your contacts from InfusionSoft, add proposals in Proposify as opportunities, and generate invoices. When a proposal is accepted or declined, we’ll automatically update your opportunity to match.

CRM

Insightly

Import your contacts from Insightly and we’ll create a deal when you send out a proposal, plus you can upload a PDF. We’ll also update your deal depending on whether a client accepts or declines your proposal.

CRM

Monday

Keep your workflow as painless as possible by setting up a “proposals” board in Monday. Link it to Proposify to automatically create a new client or proposal every time there’s a pulse on the board.

Collaboration

Nimble

Create a new Nimble task whenever you start a Proposify proposal. Rest easy knowing you’ll never forget to follow up after sending off your pitch.

CRM

noCRM.io

Save your energy for the work that really matters, with Proposify + noCRM. Start a new proposal whenever you add a noCRM lead. Change noCRM statuses when you win or lose deals. Set new noCRM tasks whenever you start a proposal.

CRM

Pipedrive

Import your contacts into Proposify. We'll automatically create a deal in Pipedrive, and update it when clients view proposals, leave comments, accept the proposal and upload a PDF to your deal.

CRM

Podio

Import your contacts from Podio and connect your proposals in Proposify with your workspaces so that your deals and contacts are always within reach.

Project Management

Quickbooks

Our #1 requested accounting integration! Import your contacts, and generate full or partial invoices in Proposify after your client signs off. It's time to get paid faster!

Invoicing

Salesforce

You can import your Salesforce contacts into Proposify and link opportunities with your proposals. When a proposal is accepted we'll update your opportunity in Salesforce.

CRM

Slack

Keep your team on task and in the loop with Slack notifications every time a Proposify proposal is created, or a client signs a proposal. Automatically share won proposals as files in Slack.

Chat

Stripe

Connect your Stripe account to Proposify and request payment from your clients right in the proposal and get paid as soon as they sign-off.

Other

Teamwork Projects

Cut down on menial work (and get a jump start on newly won projects) by automatically creating new projects in Teamwork when you win a Proposify proposal.

Project Management

Trello

Make sure your team is always on track and in the loop by creating a new board or card in Trello any time you start a new Proposify proposal.

Collaboration

Typeform

Automatically create new Proposify clients from entries made in Typeform forms. Cut down on manual work, eliminate duplicate entries, and stay focused on winning new business.

Forms

Wave

Automatically trigger a new invoice, or record a sale, when you win a Proposify proposal, so you always have sterling records without hours of extra effort.

Invoicing

Wufoo

Automatically create new Proposify clients from entries made in Wufoo forms. Or, use info from Wufoo entries to automatically start new proposals.

Forms

Xero

Import contacts, and when a proposal is accepted you can specify a percentage to invoice. We'll generate the invoice from your budget table and from there you can download the PDF or send it to your client from Xero.

Invoicing

Zapier

Zapier allows you to connect Proposify with hundreds of other web apps and save time creating workflows between them. Great for integrating with your CRM, invoicing, project management tools and more.

Other

Zoho

Import your contacts from Zoho into Proposify. We’ll create a deal in Zoho when you send out a proposal and we’ll update it when your client accepts or declines.

CRM

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