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API & Integrations
API & Integrations
How to connect your Proposify account to third-party software and automate your sales process
31 articles in this collection
Written by
Allan Duquette
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
Allan Duquette
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
Allan Duquette
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
Allan Duquette
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
Stripe
Stripe helps Proposify provide a seamless payment experience for you and your customers.
Written by
Allan Duquette
Updated over a week ago
FreshBooks
How to connect your FreshBooks account with Proposify to generate invoices
Written by
Allan Duquette
Updated over a week ago
Xero
How to connect your Xero account with Proposify to generate invoices
Written by
Allan Duquette
Updated over a week ago
Chat Widgets
Finding Your Site ID In Intercom
Looking to add Intercom to your Sales Docs but can't find your site ID? Click here.
Written by
Allan Duquette
Updated over a week ago
Chat Widgets
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
Allan Duquette
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