With this integration, you can connect proposals in Proposify with your workspaces in Podio, so that your deals and contacts are always within reach.
To integrate with Podio, the account owner and go to their account settings. In the integration list, click on the Podio icon
After logging in, you can select a workspace and assign where we can find your contacts.
Click “Create Proposify app” to complete the integration
Once you connect Proposify to Podio, there are two main features you can use:
Proposals in your workspace
As you create new proposals in Proposify, they’ll be linked to items in your Proposify app in Podio, including syncing the contact, uploading the cover page, linking to the proposal, and even the proposal tags.