Proposify + Zoho Integration

MAKE YOUR PROPOSALS A DONE DEAL
Import contacts, attach proposals to deals, export won proposals as PDFs, and close deals — faster.


Demo: Proposify & Zoho working together
Watch this quick video to see it in action.

Connect Proposify + Zoho to streamline your sales process

  • Import all your contacts from Zoho into Proposify.
  • Choose a deal state once you’ve created and sent your proposal.
  • Link a new proposal with an existing deal in Zoho.
  • If your proposal is assigned to a team member, Proposify will assign the same person in Zoho.
  • As activity happens in your proposal (views, comments, emails), Proposify adds them as notes to your deal.
  • When your proposal is accepted and signed, Proposify updates the deal state and uploads the proposal PDF to Zoho.
proposify and zoho logos

This integration is free for customers of both Proposify and Zoho, 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 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.

P blue suit coffee is for closers

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