Workflow automation

Coming soon

Automations are coming to Proposify to help you streamline your document workflows. This feature will let you create simple "if this, then that" triggers that automatically handle routine tasks, saving you time and keeping your projects on track.

Key Benefits

Save Time Let the system handle repetitive tasks automatically instead of doing them manually.

Stay Organized Get notified when important events happen with your documents.

Never Miss Follow-Ups Set up automatic reminders based on document activity.

No Technical Skills Required Create automations using a simple, user-friendly interface.

Stay Tuned

We're working hard to bring Automations to Proposify soon. Keep an eye on our product updates for launch details and availability.

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