Proposify for Salesforce – Streamline Your Document Generation Workflows

Proposify for Salesforce

Create proposals with Salesforce

Proposal information gets updated automatically

Apply your company's unique style to all of your sales documents. Add videos & images.

Build compelling proposals with a central library of pre-approved templates, images, fees, & content

Find proposals in a few quick clicks with sort and filter options by date, rep, stage, and status.

Tailor pricing options, fees, taxes, and discounts for each proposal with interactive fee tables.

Define user roles and set permissions to prevent documents from going out with costly mistakes.

Track views, completed payments, sign-offs, and more.

Speed up the closing process with legally-binding electronic signatures.

Track your proposals on-the-go with our companion mobile app.

Our customer success team is famous for providing exceptional customer support.

We're still gathering your accounts. This process takes a few moments.

Starting at $59 USD per user per month This integration is available as an add-on for Proposify's Business Plan subscription package.

Rating

(1)

Latest Release

3/22/2024