Proposify + FreshBooks Integration

CLOSE MORE DEALS AND GET PAID FASTER
Automatically generate an invoice when your client accepts your proposal, and get paid faster.

Demo: Proposify & FreshBooks working together
Watch a quick video of integrating Proposify with FreshBooks

Get paid faster with Proposify + FreshBooks

  • Import all of your contacts from FreshBooks into Proposify.
  • Automatically generate a FreshBooks invoice using your pricing table when your client accepts your proposal.
  • Choose the percent of the proposal total to be invoiced.
  • Set an invoice due date.
  • Add notes to your FreshBooks invoice.
proposify and freshbooks logos

This integration is free for customers of both Proposify and FreshBooks, on the Team and Business plans

What is Proposify?

Proposify is online proposal software that makes it easier for service businesses to create well-designed proposals, streamline their sales process, and close deals faster.

Our easy-to-use design editor allows even non-designers to create beautiful, professional-looking proposals.

Our gallery of professionally designed and written business proposal templates for a variety of services helps kick-start your proposal process. All templates are 100% customizable.

Our content library stores proposal content so it can be easily repurposed, making team collaboration easier.

We provide metrics of valuable info like the status of your proposals, whether your client has viewed a proposal and for how long, and when they sign-off.

Our iOS mobile app makes it easy to keep track of your proposals anytime, anywhere.

WHAT IS FRESHBOOKS?

FreshBooks is the #1 accounting and invoicing software in the cloud designed exclusively for self-employed professionals and their teams. Automate tasks like invoicing, organizing expenses, tracking your time and following up with clients in just a few clicks. If you create value for your customers by applying your time and expertise to other people’s problems – FreshBooks is built specifically for you. Not a FreshBooks customer? Get started in seconds by clicking here.

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It’s about more than just proposals

It’s about world domination

Get a demo and start your team's total takeover.