Support for Salesforce coming soon.
The Salesforce integration will include our core CRM capabilities, including:
- Using Salesforce companies/contacts when creating documents
- Using Salesforce fields in Proposify templates and documents
- Syncing document status back to Salesforce opportunity stages
Further updates will include a Salesforce managed package to bring your Proposify workflow right into Salesforce.
- Create, edit, and send documents from Salesforce.
For feedback and requests, reach out to product@proposify.com or book a call with our team here: https://proposify.chilipiper.com/book/customer-outreach
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