Proposify + Zoho Integration
MAKE YOUR PROPOSALS A DONE DEAL
Import contacts, attach proposals to deals, export won proposals as PDFs, and close deals — faster.
Watch this quick video to see how it works.
Guide to Setting Up Zoho Integration with Proposify - YouTube
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Guide to Setting Up Zoho Integration with Proposify Proposify
Proposify5.4K subscribers
What is Proposify?
Proposify is online proposal software that makes it easier for service businesses to create well-designed proposals, streamline their sales process, and close deals faster.
Our easy-to-use design editor allows even non-designers to create beautiful, professional-looking proposals.
Our gallery of professionally designed and written business proposal templates for a variety of services helps kick-start your proposal process. All templates are 100% customizable.
Our content library stores proposal content so it can be easily repurposed, making team collaboration easier.
We provide metrics of valuable info like the status of your proposals, whether your client has viewed a proposal and for how long, and when they sign-off.
Our iOS mobile app makes it easy to keep track of your proposals anytime, anywhere.
What is Zoho?
Zoho CRM is an on-demand Customer Relationship Management (CRM) software for managing your customer relations in an efficient manner. It is efficient because, Zoho CRM helps streamline your organization-wide sales, marketing, customer support, and inventory management functions in a single system.
Be it multi-channel communication, sales productivity, CRM insights, product customization, or third-party integration, Zoho CRM offers a host of features to support the requirements of small businesses as well as large enterprises.
What's more, with artificial intelligence and advanced automation features, Zoho CRM also helps you sell smarter, faster and better.
Create well-designed proposals, streamline the sales process, and close deals faster.
Control
Gain control over the entire proposal process in terms of the prospect experience and proposal format.
Consistency
Lock down content, pricing, and brand to a specific set of templates and mix-and-match proposal sections.
Visibility
Track client activity, open deals, upcoming pipeline, and closing benchmarks across business regions or service categories.
"We had a dedicated Proposify Rep who took the time to dig into the details of how our business functions, plus the needs of our employees using the platform. Then they offered training classes to roll things out to the entire team, videos specific to our templates, etc. Absolutely above and beyond service."
K
Katy M.
Senior Account Manager
"I love the simplicity Proposify offers. Not only is it easy to modify my proposals, it's a clean look for my customers and makes our SOW very definable. I love the ability to look at metrics as well as to who is viewing my proposal and when."
A
Aubrey E.
Vice President of Sales
"It's very user friendly and extremely easy for the client to follow. I love how customizable it is an how impressive it looks when I send my proposals to clients."
T
Teresa K.
Sales manager
Ready to make every deal a closed deal?
Get started with a free Proposify 14-day trial. No credit card required. Just more closed deals.
| ### Basic Start free trial |
### Team Start free trial |
### Business Book a demo |
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|---|---|---|---|
| ## Brand customization | |||
| Unlimited templates All accounts allow unlimited templates. |
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| Content library Create and share templates, sections, and images that can be pulled into documents. |
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| Embed images & videos Images can be uploaded directly, videos can be embedded from external sources like YouTube, Vidyard, and Wistia |
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| Custom domain You can map your domain so prospects visit something like proposals.yourdomain.com and don't see "proposify" in the URL |
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| ## Content authoring | Basic | Team | Business |
| Online signatures All plans allow you to get documents legally e-signed |
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| Interactive quoting Allow prospects to alter the quantity or optional add-ons |
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| Client input forms Capture information from prospects by adding form inputs to your documents. |
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| Document Sends You can create unlimited documents but some plans limit how many you can send per month. info |
5 sends / mo | Unlimited | Unlimited |
| Collaborator seats Collaborators are users who only have access to specific proposals, and can edit or approve, but not create or send. info |
1 collab seat included | 3 collab seats included | 5 collab seats included |
| ## Visibility | Basic | Team | Business |
| Notifications & metrics Get notified by email and see when prospects are viewing your document. |
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| PDF export Generate a PDF from any document that matches the digital version. |
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| Reports Get a full exportable table of all your documents with filtering. |
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| ## Integrations & API | Basic | Team | Business |
| Payments Connect your Stripe account and get paid in full or partially when your proposal gets signed. |
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| Integrations Integrate with popular CRMs, invoicing, and project management tools. |
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| Automations Set up automations using pre-built connectors or customize using the workflow builder |
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| Single sign-on (SSO) Our SSO works with identity providers like Salesforce, Okta, and Azure |
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| Salesforce integration Use our managed package and optionally SSO so reps work right within Salesforce |
$9/user/mo | ||
| Aspire integration Import contacts and field data from Aspire into documents in Proposify |
$9/user/mo | ||
| ## Process & control | Basic | Team | Business |
| Custom fields & variables Create your own fields you can use internally that get replaced in custom variables within a document. |
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| Auto reminders You can automatically remind prospects who haven't yet opened your document in daily intervals. |
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| Roles & permissions Lock down what users can and can't do by role. Pages and individual page elements can be locked. |
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| Approval workflows Create conditions that if met will trigger an approval from a manager (by deal size and discount size). |
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| Workspaces Great for multi-unit businesses like franchises. Enables businesses to have completely separate instances that admins can manage. |
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| API Access Integrate with external systems, or enhance customization, our API provides the tools you need to succeed. |
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| ## Customer Success | Basic | Team | Business |
| Email & chat support Our team is here to provide their fabulous support Monday - Thursday 8 AM - 8 PM EST and on Fridays 8 AM - 4 PM EST. |
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| Phone & Zoom support Sometimes the written word isn't enough and our team will hop on a call to show you how to accomplish something in Proposify. |
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| Success manager Your own dedicated CSM who will onboard you and meet with you periodically to ensure you're getting maximum value from Proposify. info |
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| Premium integration support Our team of experts can perform advanced troubleshooting and even set up zaps and automations to get the job done. |
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| Custom template design Our in-house designers will design an on-brand, professional proposal template to your satisfaction. info |
Learn more | Learn more | Learn more |
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