Proposify + Pipedrive Integration
GENERATE PROJECTS FROM ACCEPTED PROPOSALS, AND MORE
Import contacts, attach proposals to deals, export won proposals as PDFs, and close deals — faster.
Watch this quick video to see the integration.
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 Pipedrive?
Pipedrive is a CRM platform built for salespeople by salespeople. The visual pipeline lets teams see where each deal stands and is loaded with smart features to help drive deals forward. It clearly shows how your team is doing and helps you focus on the right deals and identify when an extra push may be needed.
You can also get focused and see exactly what you're looking for with filters. See the sales pipeline for individual team members, specific products, and timelines, such as new deals added this week. It's perfect for quickly getting to the heart of your questions that come up regularly.
And it's really easy to move and organize deals to different stages along the pipeline. Just grab the deal with your mouse and drag it into whichever stage it's currently in. You'll also be able to see measurable results with metrics and analytics.
Create well-designed proposals, streamline the sales process, and close deals faster
Control
Gain control over the entire proposal process in terms of the prospect experience and proposal format.
Consistency
Lock down content, pricing, and brand to a specific set of templates and mix-and-match proposal sections.
Visibility
Track client activity, open deals, upcoming pipeline, and closing benchmarks across business regions or service categories.
"We had a dedicated Proposify Rep who took the time to dig into the details of how our business functions, plus the needs of our emploiyees using the platform. Then they offered training classes to roll things out to the entire team, videos specific to our templates, etc. Absolutely above and beyond service."
"I love the simplicity Proposify offers. Not only is it easy to modify my proposals, it's a clean look for my customers and makes our SOW very definable. I love the ability to look at metrics as well as to who is viewing my proposal and when."
"It's very user friendly and extremely easy for the client to follow. I love how customizable it is an how impressive it looks when I send my proposals to clients."