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Proposify + FreshBooks Integration

Close More Deals and Get Paid Faster
Automatically generate an invoice when your client accepts your proposal, and get paid faster.

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Demo: Proposify & FreshBooks working together

Watch a quick video of integrating Proposify with FreshBooks

freshbooks integration

This integration is free for customers of both Proposify and FreshBooks, on the Grande and Venti plans

Get paid faster with Proposify + FreshBooks Classic

  • Import all of your contacts from FreshBooks into Proposify.
  • Automatically generate a FreshBooks 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 FreshBooks invoice.
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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.

SIGN UP FOR A FREE TRIAL OR TAKE THE TOUR

What is FreshBooks?

FreshBooks is a cloud-based accounting software service designed for owners of the types of small client-service businesses that send invoices to clients and get paid for their time and expertise.

Above and beyond invoices, FreshBooks also includes other accounting-related features to help small businesses with time tracking, expense tracking, follow-up emails, and client logins.

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business proposal software
Your Mission? Close the Deal. Your Secret Weapon? Proposify.

Try Proposify free for 14 days. No credit card required. Plans start at $25/month.

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