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Proposify + Insightly Integration

Make the Best of Your Opportunities and Proposals
Import contacts, attach proposals to opportunities, export won proposals as PDFs, and close deals — faster.

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Demo: Proposify & Insightly working together

Watch a quick video of integrating Proposify with Insightly

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

Connect Proposify + Insightly to streamline your sales process

  • Import all of your contacts from Insightly into Proposify.
  • Link a new proposal with an existing opportunity in Insightly.
  • If your proposal is assigned to a team member, Proposify will assign the same person in Insightly.
  • 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 Insightly.
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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.

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What is Insightly?

With more than 1.5 million users in more than 200 countries, Insightly provides customer relationship management software to businesses of all sizes worldwide. Organizations leverage Insightly’s cloud-based application to manage customer interactions, leads, opportunities, proposals, and projects over the web and on mobile devices.

Insightly has been engineered from the ground up to focus on managing customer relationships by ensuring that what is sold actually gets delivered, and in a way that exceeds customer expectations.

Insightly extends the benefits of a traditional CRM by wrapping these essential product capabilities in a customer relationship platform that helps you deliver relevant and meaningful interactions at every stage of the customer lifecycle – from the very first email and beyond.

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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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