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Proposify + Highrise Integration

Meet Your Deal Closing Dream Team
Import contacts, attach proposals to deals, export won proposals as PDFs, and close deals — faster.

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Demo: Proposify & Highrise working together

Watch a quick video of integrating Proposify with Highrise

highrise integration

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

Connect Proposify + Highrise to streamline your sales process

  • Import all your contacts from Highrise into Proposify.
  • Create a new Highrise deal within Proposify, or link a new proposal with an existing deal.
  • If your proposal is assigned to a team member, Proposify will assign the same person in Highrise.
  • 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 opportunity state and uploads the proposal PDF to Highrise.
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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 Highrise?

Highrise is a flexible CRM and contact management tool that will help your team stay organized, and communicate with your contacts or customers.

All the tools you need are in one easy platform. Your tasks, and emails no longer need to live a separate life from your contacts and companies.

Highrise is like a utility belt. Use it as a CRM, a help desk, group email client, or company address book.

Get Highrise
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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