Integrations
Microsoft Dynamics

Proposify + Microsoft Dynamics

AUTOMATE PROPOSALS FROM DYNAMICS

Connect Proposify with Microsoft Dynamics to pull in contacts and pricing into your proposals and send on-brand documents for sign-off.

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.

What is Microsoft Dynamics

Microsoft Dynamics 365 is a suite of business applications, encompassing both Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) functionalities, designed to help businesses manage various aspects of their operations and customer relationships.

Get MS Dynamics

Create well-designed proposals, streamline the sales process, and close deals faster

Consistency

Lock down content, pricing, and brand to a specific set of templates and mix-and-match proposal sections.

Control

Gain control over the entire proposal process in terms of the prospect experience and proposal format.

Visibility

Track client activity, open deals, upcoming pipeline, and closing benchmarks across business regions or service categories.

Ready to make every deal a closed deal?

Get started with a free Proposify 14-day trial. No credit card required. Just more closed deals.

	Basic Start free trial	Team Start free trial	Business Book a demo
Brand customization
Unlimited templates All accounts allow unlimited templates.
Content library Create and share templates, sections, and images that can be pulled into documents.
Embed images & videos Images can be uploaded directly, videos can be embedded from external sources like YouTube, Vidyard, and Wistia
Custom domain You can map your domain so prospects visit something like proposals.yourdomain.com and don't see "proposify" in the URL
Content authoring	Basic	Team	Business
Online signatures All plans allow you to get documents legally e-signed
Interactive quoting Allow prospects to alter the quantity or optional add-ons
Client input forms Capture information from prospects by adding form inputs to your documents.
Document Sends You can create unlimited documents but some plans limit how many you can send per month.	5 sends per month $1.99 per additional send	Unlimited sending	Unlimited sending
Collaborator seats Collaborators are users who only have access to specific proposals, and can edit or approve, but not create or send.	1 collaborator included $8.00 per additional seat	3 collaborators included $8.00 per additional seat	5 collaborators included $8.00 per additional seat
Visibility	Basic	Team	Business
Notifications & metrics Get notified by email and see when prospects are viewing your document.
PDF export Generate a PDF from any document that matches the digital version.
Reports Get a full exportable table of all your documents with filtering.
Process & control	Basic	Team	Business
Payments Connect your Stripe account and get paid in full or partially when your proposal gets signed.
Automations Set up automations using pre-built connectors or customize using the workflow builder
Custom fields & variables Create your own fields you can use internally that get replaced in custom variables within a document.
Integrations All integrations except for Salesforce.
Auto reminders You can automatically remind prospects who haven't yet opened your document in daily intervals.
Roles & permissions Lock down what users can and can't do by role. Pages and individual page elements can be locked.
Approval workflows Create conditions that if met will trigger an approval from a manager (by deal size and discount size).
Salesforce integration Use our managed package and optionally SSO so reps work right within Salesforce
Single sign-on (SSO) Our SSO works with identity providers like Salesforce, Okta, and Azure
Workspaces Great for multi-unit businesses like franchises. Enables businesses to have completely separate instances that admins can manage.
API Access Integrate with external systems, or enhance customization, our API provides the tools you need to succeed.
Success	Basic	Team	Business
Email & chat support Our team is here to provide their fabulous support Monday - Thursday 8 AM - 8 PM EST and on Fridays 8 AM - 4 PM EST.
Phone & Zoom support Sometimes the written word isn't enough and our team will hop on a call to show you how to accomplish something in Proposify.
Success manager Your own dedicated CSM who will onboard you and meet with you periodically to ensure you're getting maximum value from Proposify.
Premium integration support Our team of experts can perform advanced troubleshooting and even set up zaps and automations to get the job done.

Proposify + Microsoft Dynamics

AUTOMATE PROPOSALS FROM DYNAMICS

What is Proposify?

What is Microsoft Dynamics

Create well-designed proposals, streamline the sales process, and close deals faster

Consistency

Control

Visibility

Ready to make every deal a closed deal?

Basic

Team

Business

Brand customization

Content authoring

Visibility

Process & control

Success

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