Proposify for Zoho CRM

Proposify is the business proposal software that streamlines the creation of quotes, contracts, and other sales documents

Built for: CRM Developed by: Proposify
  ( 11 )

Proposify is a business proposal software that streamlines the creation, sending, and tracking of quotes, contracts, and other sales documents. Impress your clients with beautiful, well-crafted proposals and close more deals. Integrate Zoho CRM and Proposify to import your contacts and link proposals to deals. Automatically add notes to your Zoho CRM deals as ‘View’ and ‘Comment’ permissions on your proposals. When your proposal is accepted and signed, Proposify updates the deal status and uploads the proposal PDF file to Zoho CRM.

Key Features:

  • Robust templates and content library that keeps everything (all your sections, case studies, bios, fees, and images) organized in one place so your entire team can quickly find and reuse proposal content.
  • Embed videos right within your proposals, giving you an edge over those flat, one-dimensional documents from your competition.
  • Robust quoting and interactive fee tables let your clients pick only the fees and services they need.
  • Online signatures let clients immediately sign your proposal, directly in the browser. Add as many signature lines as you like for your client and your team. Each signature is also legally binding to protect everyone’s best interests.

Tags

Deployment type API-built integrations
Published date Dec 18, 2018
Version 1.0
Category Sales
Pricing Free
Vendor Website

Compatible Editions

  • Standard
  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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