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 even more efficiency to your sales team? Click here to learn how to map your fields from Salesforce to Proposify.

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

Highrise

How to connect your Highrise 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

Insightly

How to connect your Insightly account with Proposify

Written by Nick Gaston
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

Podio

Integrating Podio with your Proposify account

Written by Nick Gaston
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 Classic

How to connect your Freshbooks classic account with Proposify to generate invoices

Written by Nick Gaston
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 Nick Gaston
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 2

How to connect your Basecamp 2 account with Proposify

Written by Nick Gaston
Updated over a week ago

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