Proposify + Zoho Integration
MAKE YOUR PROPOSALS A DONE DEAL
Import contacts, attach proposals to deals, export won proposals as PDFs, and close deals — faster.
Watch this quick video to see how it works
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 Zoho?
Zoho CRM is an on-demand Customer Relationship Management (CRM) software for managing your customer relations in an efficient manner. It is efficient because, Zoho CRM helps streamline your organization-wide sales, marketing, customer support, and inventory management functions in a single system.
Be it multi-channel communication, sales productivity, CRM insights, product customization, or third-party integration, Zoho CRM offers a host of features to support the requirements of small businesses as well as large enterprises.
What's more, with artificial intelligence and advanced automation features, Zoho CRM also helps you sell smarter, faster and better.
Create well-designed proposals, streamline the sales process, and close deals faster
Control
Gain control over the entire proposal process in terms of the prospect experience and proposal format.
Consistency
Lock down content, pricing, and brand to a specific set of templates and mix-and-match proposal sections.
Visibility
Track client activity, open deals, upcoming pipeline, and closing benchmarks across business regions or service categories.
"We had a dedicated Proposify Rep who took the time to dig into the details of how our business functions, plus the needs of our emploiyees using the platform. Then they offered training classes to roll things out to the entire team, videos specific to our templates, etc. Absolutely above and beyond service."
"I love the simplicity Proposify offers. Not only is it easy to modify my proposals, it's a clean look for my customers and makes our SOW very definable. I love the ability to look at metrics as well as to who is viewing my proposal and when."
"It's very user friendly and extremely easy for the client to follow. I love how customizable it is an how impressive it looks when I send my proposals to clients."