Proposify + QuickBooks Integration

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

Get paid faster with Proposify + QuickBooks

  • Import all of your contacts from QuickBooks into Proposify.
  • Automatically generate a QuickBooks 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 QuickBooks invoice.
proposify and quickbooks logos

This integration is free for customers of both Proposify and QuickBooks, 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 QUICKBOOKS?

QuickBooks Online is a cloud based financial management software. Its designed to slash the time you spend managing your business finances, by helping you with tasks such as:

  • Creating estimates and invoices.
  • Tracking sales and cash flow.
  • Managing your customers and suppliers.
  • Monitoring your tax and making tax return much easier.
  • Understanding your company’s performance.
  • Planning ahead and budgeting.
P blue suit coffee is for closers

Ready to make every deal a closed deal?

Sign up for Proposify Free today. No credit card. No commitment. Just more closed deals.