Use the Pipedrive-Proposify integration to streamline your sales process. Connect your Proposify proposals with deals in Pipedrive, and we'll automatically update your deals as they progress through the sales cycle. Proposify notifies you when prospects view proposals, so you can follow up just at the right time.

Whenever clients view proposals, leave comments or accept offers. You can specify which deal stage deals should be moved to once a proposal has been created and sent. New proposals can also be linked to existing deals in Pipedrive. Put a stop to copy and paste or find and replace!

Import contacts from Pipedrive to Proposify and auto-populate proposals with variables like name, business name, email, address, website and phone number.

Improve the signing-time of proposals by 60%.

Proposify’s easy-to-use online signature tool lets clients sign your proposal right away, directly in the browser.

Create an account in Proposify. The account owner can connect Proposify and Pipedrive by using the Pipedrive API token. When you first create a proposal in Proposify, you’ll need to choose where the deal should go in Pipedrive. Likewise, when you send the proposal, you can decide to which stage of the pipeline the connected deal should move. After you connect the integration, you’ll be able to search your Pipedrive contacts via Proposify and select all the contacts you wish to import.