Proposify Integration

What is Proposify? 🔍

Discover the proposal software that modern sales teams use to create, send, track, and e-sign winning proposals, contracts, and agreements. Proposify integrates with some of the top business apps so you can improve your efficiency. Import contacts, link deals, create projects, and generate invoices.

Who's Proposify for? 🎯

Professional services, IT & Software, SaaS & SalesTech.

Proposify use cases 💡

  • Marketing can lock down brand control while creating impressive proposal templates to support sales and the close;
  • Sales enjoy simplified deal design and automated approval workflows for a faster close;
  • Operations will gain insights through pipeline and metrics on what is working in the proposal process and where to gain efficiencies and optimize.

Why use Proposify and Kommo? 🤜🤛

When you connect Proposify to your CRM, you keep your teams working within one platform and add another layer of insights into your deal process. You can create proposals from within the deal and sync fields and variables to avoid duplicating data entry. Keep deal management and design simple for your sales team.

How to connect it 🔌

Integrate this software to Kommo with Zapier, a platform that connects over 2000 applications. Create your own customizable zaps with your favorite apps like this one, which is already available in Zapier!