Meet our high-powered friends

Proposify integrates with some of the best business tools in the market.

Link your CRM with proposals

Sync your sales activity with deals and opportunities in your CRM.

Insightly

INSIGHTLY

Import your contacts from Insightly and we’ll create a deal when you send out a proposal, plus you can upload a PDF. We’ll also update your deal depending on whether a client accepts or declines your proposal.

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ZOHO

ZOHO

Import your contacts from Zoho into Proposify. We’ll create a deal in Zoho when you send out a proposal and we’ll update it when your client accepts or declines.

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HubSpot

HUBSPOT CRM

Stay up to date with your proposal progress right in HubSpot, import your contacts, and export won proposals as invoices to HubSpot.

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Infusionsoft

Infusionsoft

Import your contacts from InfusionSoft, add proposals in Proposify as opportunities, and generate invoices. When a proposal is accepted or declined, we’ll automatically update your opportunity to match.

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Pipedrive

Pipedrive

Import your contacts into Proposify. We'll automatically create a deal in Pipedrive, and update it when clients view proposals, leave comments, accept the proposal and upload a PDF to your deal. Learn more

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Salesforce

Salesforce

You can import your Salesforce contacts into Proposify and link opportunities with your proposals. When a proposal is accepted we'll update your opportunity in Salesforce.

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Highrise

Highrise

You can import your Highrise contacts and we’ll automatically create a deal in Highrise when you send out a proposal. When your client accepts or declines the proposal we’ll update the Highrise deal.

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Manage cash flow through invoicing

Generate invoices and projects from won proposals.

Quickbooks

Quickbooks

Our #1 requested accounting integration! Import your contacts, and generate full or partial invoices in Proposify after your client signs off. It's time to get paid faster!

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Xero

Xero

Import contacts, and when a proposal is accepted you can specify a percentage to invoice. We'll generate the invoice from your budget table and from there you can download the PDF or send it to your client from Xero. Learn more

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Freshbooks

Freshbooks Classic

You can import your Freshbooks contacts, and we’ll automatically generate an invoice using your pricing table when your client accepts a proposal.

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Project manage your proposal process

Import proposal details, contacts, and generate projects on won deals. Invite team members and clients to be involved in the project.

Podio

Podio

Import your contacts from Podio and connect your proposals in Proposify with your workspaces so that your deals and contacts are always within reach.

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Harvest

Harvest

You can import your Harvest contacts, and we’ll automatically generate an invoice using your pricing table when your client accepts a proposal.

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Basecamp 2

Basecamp 2

You can import your Basecamp contacts, and automatically generate a project when your proposal is accepted. Upload a PDF to your file section and invite your team and clients. Learn more

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Other

We'll have more integrations coming soon, including Slack and Dropbox.

Zapier

Zapier

Zapier allows you to connect Proposify with hundreds of other web apps and save time creating workflows between them. Great for integrating with your CRM, invoicing, project management tools and more.

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