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Proposify integrates with some of the best business tools in the market.

Use our public API to integrate your app with Proposify

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    Source

  1. Basecamp

    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.

    CRM

  2. Zapier Integration Dropbox

    Dropbox

    Connect Proposify and Dropbox with as many as 44 possible integrations through Zapier.

    Files

  3. Freshbooks

    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

  4. Harvest

    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

  5. Highrise

    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

  6. Hubspot

    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

  7. Infusionsoft

    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

  8. Insightly

    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

  9. Pipedrive

    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

  10. Podio

    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

  11. Quickbooks

    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

  12. Salesforce

    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

  13. Zapier Integration Slack

    Slack

    Connect Proposify and Slack with as many as 102 possible integrations through Zapier.

    Chat

  14. Stripe

    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

  15. Zapier Integration Teamwork Projects

    Teamwork Projects

    Connect Proposify and Teamwork Projects with as many as 294 possible integrations through Zapier.

    Project Management

  16. Xero

    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

  17. Zapier

    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

  18. Zoho

    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

Your Mission? Close the Deal. Your Secret Weapon? Proposify.

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