Proposify + Zapier Integration
AUTOMATE YOUR SALES PROCESS
Connect Proposify with any of the hundreds of apps in the Zapier marketplace and make your own custom automated workflows.
Watch this quick video to see how it works
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."