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Proposify + Podio Integration

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Import contacts, attach proposals to deals, export won proposals as PDFs, and close deals — faster.

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Demo: Proposify & Podio working together

Watch a quick video of integrating Proposify with Podio

podio integration

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

Connect Proposify + Podio to streamline your sales process

  • Import all your contacts from Podio into Proposify.
  • Connect your proposals in Proposify with your Podio workspaces and deals.
  • A link to your Proposify proposal will automatically be added to your deal, along with associated tags.
  • When your proposal is accepted and signed, Proposify automatically updates the deal state and uploads the proposal PDF to Podio.

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 Podio

Podio supplies a customizable web-based platform for organizing team communication, business processes, data and content in project management workspaces.

Instead of building, a one-size-fits-all management software, the workspace structure and elements of Podio allow business to build their own custom intranet, product management software, client retention software, and more.

Bringing your company’s data, communication, product management, employee management, and marketing all in the same place cuts down on human error and allows you to gain a broader perspective of your business by using personalized dashboards.

Get Podio
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.