API & Integrations | Proposify Knowledge Base

Importing Contacts From Your Integration

Here's a quick guide on how to pull contacts from your integrated service.

Written by Allan Duquette
Updated over a week ago

Salesforce

Salesforce - Linking Your Account In Proposify

Looking to install our one-way Salesforce integration? Here's a quick guide to help you out!

Written by Allan Duquette
Updated over a week ago

Salesforce - Install Your App Exchange App

Looking to install our appex app to your Salesforce account? Click here to see all the steps.

Written by Allan Duquette
Updated over a week ago

Salesforce - Customizing Your Integration

You've set up your Salesforce integration. Here's how to make it work for your company's workflow.

Written by Allan Duquette
Updated over a week ago

Salesforce Integration - Creating Your Proposal In Salesforce

Is your tab bar looking crowded? Here's how to build and send proposals from Salesforce.

Written by Allan Duquette
Updated over a week ago

Salesforce - Field Mapping

Looking to add some customized string fields from your Salesforce Opportunity to your Proposify Proposal? Click here to find out how.

Written by Allan Duquette
Updated over a week ago

Salesforce - Field Settings

Looking to review your mapped fields when building a sales document? Click here.

Written by Allan Duquette
Updated over a week ago

Salesforce - Creating/Linking Opportunities In Proposify

Here's a guide on linking your proposals to opportunities in salesforce.

Written by Allan Duquette
Updated over a week ago

Salesforce - Dynamic Fee Tables

Looking to add your Salesforce Products to your proposal? Click here to find out how.

Written by Allan Duquette
Updated over a week ago

Salesforce - Troubleshooting Field Mapping Errors

Coming across an import error with a document and don’t know how to resolve it? Click here for help troubleshooting.

Written by Allan Duquette
Updated over a week ago

Salesforce - Uninstalling the Appex app

Is the Salesforce appex app not for you? Here’s how to uninstall the app from your Salesforce account.

Written by Allan Duquette
Updated over a week ago

CRM

Harvest

How to connect your Harvest account with Proposify

Written by Nick Gaston
Updated over a week ago

Hubspot - Creating and Customizing Your Integration

Everything to do with linking your Hubspot and Proposify accounts, and customizing how your integration behaves.

Written by Allan Duquette
Updated over a week ago

Hubspot - Linking Deals to Proposals in Proposify

A guide on linking, creating, changing and disconnecting links from your Proposify proposals to your Hubspot deals.

Written by Allan Duquette
Updated over a week ago

Hubspot - Using Proposify Within Hubspot

Looking to keep your tab list down? Here's a guide on how to work on Proposify proposals within Hubspot.

Written by Allan Duquette
Updated over a week ago

InfusionSoft

How to connect your InfusionSoft account with Proposify

Written by Nick Gaston
Updated over a week ago

Pipedrive

How to connect your Pipedrive account with Proposify

Written by Allan Duquette
Updated over a week ago

Zoho CRM

Integrating Zoho CRM with your Proposify account

Written by Nick Gaston
Updated over a week ago

Invoicing and Billing

Quickbooks Online - Setting Up Your Integration

Looking to make it easy to collect after close? Here's a quick guide to setting up your Quickbooks integration.

Written by Allan Duquette
Updated over a week ago

Quickbooks - Generating an Invoice

You’ve set up your integration and won a proposal. Now it’s time to make your Proposify/Quickbooks integration work for you. Here’s how!

Written by Allan Duquette
Updated over a week ago

Quickbooks - Managing Your Generated Invoices

Need to take a look at, tweak or delete an invoice? Here’s how to find and edit your invoices in Quickbooks from Proposify.

Written by Allan Duquette
Updated over a week ago

FreshBooks

How to connect your FreshBooks account with Proposify to generate invoices

Written by Nick Gaston
Updated over a week ago

Stripe

Stripe helps Proposify provide a seamless payment experience for you and your customers.

Written by Allan Duquette
Updated over a week ago

Xero

How to connect your Xero account with Proposify to generate invoices

Written by Nick Gaston
Updated over a week ago

Chat Widgets

Chat Widgets - Olark and Drift

A quick guide to setting up chat app integration in your proposals.

Written by Allan Duquette
Updated over a week ago

Finding your Site ID in Olark

Looking to set up a chat widget in your proposal but don't know where to find your Olark site ID? Here's a guide on where to find it.

Written by Allan Duquette
Updated over a week ago

Finding Your Site ID In Drift

Looking to set up a chat widget in your proposal but don't know where to find your Drift site ID? Here's a guide on where to find it.

Written by Allan Duquette
Updated over a week ago

Productivity and Automation

Basecamp 3

This article walks through how to integrate your Proposify account with Basecamp 3

Written by Nick Gaston
Updated over a week ago

Zapier

Details on how to make Zapier and Proposify work together to make automation easy!

Written by Allan Duquette
Updated over a week ago

Zapier - FAQs

Some quick answers to some of our most-asked questions with everyone's favourite automation tool.

Written by Allan Duquette
Updated over a week ago