< All Integrations

Proposify + Salesforce Integration

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

Connect Salesforce Learn More
Demo: Proposify & Salesforce working together

Watch a quick video of integrating Proposify with Salesforce

salesforce integration

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

Connect Proposify + Salesforce to streamline your sales process

  • Import all of your contacts from Salesforce into Proposify.
  • Choose an opportunity state once you’ve created and sent your proposal.
  • Link a new proposal with an existing opportunity in Salesforce.
  • If your proposal is assigned to a team member, Proposify will assign the same person in Salesforce.
  • 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 Salesforce.

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 Salesforce?

Salesforce has cloud-based applications for sales, service, marketing, and more that don’t require IT experts to set up or manage — simply log in and start connecting to customers in a whole new way.

Easily log, manage, and analyze all customer activity in one place with the Salesforce suite of web-based CRM software. Constantly monitor everything from sales leads to support tickets, and from channel marketing to website analytics.

Everyday, more than 150,000 companies just like yours are increasing employee productivity, team collaboration, customer loyalty and, most importantly, their sales using Salesforce.

Get Salesforce
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.