INSIGHTLY
Import your contacts from Insightly and we’ll create a deal when you send out a proposal, plus you can upload a PDF. We’ll also update your deal depending on whether a client accepts or declines your proposal.
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Proposify integrates with some of the best business tools in the market.
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Now your clients can pay as soon as they sign your proposal.
Link your CRM with proposals
Sync your sales activity with deals and opportunities in your CRM.
ZOHO
Import your contacts from Zoho into Proposify. We’ll create a deal in Zoho when you send out a proposal and we’ll update it when your client accepts or declines.
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HUBSPOT CRM
Stay up to date with your proposal progress right in HubSpot. Sync your contacts to Proposify, attach proposals to deals, and export won proposals as PDFs.
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Infusionsoft
Import your contacts from InfusionSoft, add proposals in Proposify as opportunities, and generate invoices. When a proposal is accepted or declined, we’ll automatically update your opportunity to match.
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Pipedrive
Import your contacts into Proposify. We'll automatically create a deal in Pipedrive, and update it when clients view proposals, leave comments, accept the proposal and upload a PDF to your deal.
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Salesforce
You can import your Salesforce contacts into Proposify and link opportunities with your proposals. When a proposal is accepted we'll update your opportunity in Salesforce.
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Highrise
You can import your Highrise contacts and we’ll automatically create a deal in Highrise when you send out a proposal. When your client accepts or declines the proposal we’ll update the Highrise deal.
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Manage cash flow through invoicing
Generate invoices and projects from won proposals.
Quickbooks
Our #1 requested accounting integration! Import your contacts, and generate full or partial invoices in Proposify after your client signs off. It's time to get paid faster!
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Xero
Import contacts, and when a proposal is accepted you can specify a percentage to invoice. We'll generate the invoice from your budget table and from there you can download the PDF or send it to your client from Xero.
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FreshBooks
You can import your FreshBooks contacts, and we’ll automatically generate an invoice using your pricing table when your client accepts a proposal.
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Project manage your proposal process
Import proposal details, contacts, and generate projects on won deals. Invite team members and clients to be involved in the project.
Podio
Import your contacts from Podio and connect your proposals in Proposify with your workspaces so that your deals and contacts are always within reach.
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Harvest
You can import your Harvest contacts, and we’ll automatically generate an invoice using your pricing table when your client accepts a proposal.
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Basecamp 2 & 3
You can import your Basecamp contacts, and automatically generate a project when your proposal is accepted. Upload a PDF to your file section and invite your team and clients.
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Extras
Even more apps that extend the power of Proposify!
Zapier
Zapier allows you to connect Proposify with hundreds of other web apps and save time creating workflows between them. Great for integrating with your CRM, invoicing, project management tools and more.
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Stripe
Connect your Stripe account to Proposify and request payment from your clients right in the proposal and get paid as soon as they sign-off.
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> Tell us what you’d like to see
Keiran Murphy
@proposify we have been using the product for nearly 2 years @cashfullstop and love it. Keep up the great work.
Patrick Neve
Ha! The @proposify team are ridiculous! EVERY time I login they've added a new feature. Check out the new "zoom" feature for small devices
Collin Belt
I can literally quantify 70+ hours saved by switching to @proposify for contracts. Lifesaver for small businesses.
Your Mission? Close the Deal. Your Secret Weapon? Proposify.
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