Proposify + Pipedrive Integration

GENERATE PROJECTS FROM ACCEPTED PROPOSALS, AND MORE
Import contacts, attach proposals to deals, export won proposals as PDFs, and close deals — faster.

Demo: Proposify & Pipedrive working together
Watch this quick video to see the integration.

Connect Proposify + Pipedrive to streamline your sales

  • Import all your contacts from Pipedrive into Proposify.
  • Specify what deal stage to place deals in when your proposal is created and sent.
  • Link a new proposal with an existing deal in Pipedrive.
  • If your proposal is assigned to a team member, we'll assign the same person in Pipedrive.
  • As activity happens on your proposal (views, comments, emails) we'll add them as notes to your deal.
  • When your proposal is accepted and signed, we'll update the deal and upload the proposal PDF to Pipedrive.
proposify and pipedrive logos

This integration is free for customers of both Proposify and Pipedrive, on the Team and Business plan.

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 PIPEDRIVE?

Pipedrive is a CRM platform built for salespeople by salespeople. The visual pipeline lets teams see where each deal stands and is loaded with smart features to help drive deals forward. It clearly shows how your team is doing and helps you focus on the right deals and identify when an extra push may be needed.

You can also get focused and see exactly what you're looking for with filters. See the sales pipeline for individual team members, specific products, and timelines, such as new deals added this week. It's perfect for quickly getting to the heart of your questions that come up regularly.

And it's really easy to move and organize deals to different stages along the pipeline. Just grab the deal with your mouse and drag it into whichever stage it's currently in. You'll also be able to see measurable results with metrics and analytics.

P blue suit coffee is for closers

It’s about more than just proposals

It’s about world domination

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