API & Integrations

How to connect your Proposify account to third-party software and automate your sales process

Nick Gaston avatar Allan Duquette avatar
31 articles in this collection
Written by Nick Gaston and Allan Duquette
Salesforce

Salesforce - Linking Your Account In Proposify

Looking to install our one-way Salesforce integration? Here's a quick guide to help you out!
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Written by Allan Duquette
Updated over a week ago