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Proposify + Infusionsoft Integration

Make the Best of Your Opportunities and Proposals
Import contacts, attach proposals to opportunities, export won proposals as PDFs, and generate invoices. We’ll automatically update your opportunity when a proposal is accepted or declined.

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Demo: Proposify & Infusionsoft working together

Watch a quick video of integrating Proposify with Infusionsoft

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

Connect Proposify + Infusionsoft to streamline your sales process

  • Import all your contacts from Infusionsoft into Proposify.
  • Link a new proposal with an existing opportunity in Infusionsoft.
  • If your proposal is assigned to a team member, Proposify will assign the same person in Infusionsoft.
  • As activity happens in your proposal (views, comments, emails) Proposify adds them as notes to your opportunity.
  • When your proposal is accepted and signed, Proposify updates the opportunity state and uploads the proposal PDF to Infusionsoft.
  • After a proposal has been marked as Won, you can select a percentage of the proposal to invoice, and an invoice for this amount will then be generated in your Infusionsoft account.

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 Infusionsoft?

Focused on small business, Infusionsoft accelerates small business growth with technology, sales and marketing strategy, and a community of industry leaders, business owners, coaches, and consultants.

Infusionsoft automates your sales and marketing workflow, allowing you to keep notes on contacts and opportunities, email offers, send invoices, and collect payments.

Advanced analytics tools generate valuable business insights from customer engagement data and make informed decisions. Users can also access Infusionsoft on their Android and iOS enables smartphones and tablets.

Get Infusionsoft
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.