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.
Proposify is the business proposal software that streamlines the creation, sending, and tracking of quotes, contracts, and other sales documents. Impress your clients with beautiful proposals and close more deals.
Integrate Zoho and Proposify to import your contacts and link proposals to deals. Automatically add notes to your Zoho deals as view and comment on your proposals. When your proposal is accepted and signed, Proposify updates the deal state and uploads the proposal PDF to Zoho.
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Hello,
I would recommend you to try Proposify for Zoho CRM. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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