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Integrate Proposify + Salesforce

Send consistent, error-free sales documents faster and easier
Unlock our complete proposal management tool inside your CRM and create, edit, send, track, and collect e-signatures on sales documents without ever leaving your Salesforce opportunity.

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Demo: Creating, tracking, and getting a Proposify proposal signed inside Salesforce
salesforce integration

This integration is free for customers of both Proposify and Salesforce, on the Venti plan.

Connect Proposify + Salesforce for a smarter proposal workflow

  • Create and manage sales documents directly from your Salesforce opportunity view
  • Track vital details like deal value, stage, owner, and contacts with the Proposify widget in your opportunity view
  • Import pricing information from Salesforce products directly into Proposify fee tables
  • Map custom fields in Salesforce onto custom fields in Proposify to easily pull information from the opportunity into your proposal
  • Close deals directly from opportunities with legally binding electronic signatures
  • Keep Salesforce as your single source of truth with data syncing from Salesforce to Proposify whenever your deal changes
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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.

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What is Salesforce?

Salesforce has cloud-based applications for sales, service, marketing, and more that don’t require IT experts to set up or manage — simply log in and start connecting to customers in a whole new way.

Easily log, manage, and analyze all customer activity in one place with the Salesforce suite of web-based CRM software. Constantly monitor everything from sales leads to support tickets, and from channel marketing to website analytics.

Everyday, more than 150,000 companies just like yours are increasing employee productivity, team collaboration, customer loyalty and, most importantly, their sales using Salesforce.

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business proposal software

It’s about more than just proposals.
It’s about world domination.

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