New Integration with Zapier

Zapier allows you to automate your workflows by connecting up the different tools you use.

Thousands of software companies (like us) integrate with Zapier which means you can create your own integrations between the apps that you use every day, without the need for a direct integration.

What can you do with it?

  • Create a proposal from your CRM from a sales stage or when a contact is added for instance.
  • CC someone in on an email when a proposal is opened, signed or paid (accounts team for instance)
  • Automatically add someone to an autoresponder in your email software when a proposal is sent, opened or signed.
  • Create a proposal when someone fills in Gravity Forms or Typeform for instance.
  • Add a reminder to your calendar when a proposal has been sent, opened, signed or paid.
  • …and so much more.

This means that a whole world of opportunities has just opened up. While we continue to build direct integrations with the most popular and highly requested apps, using Zapier allows you to connect a whole range of systems together to perform all kinds of useful tasks, which will only ever improve the efficiency of your workflow.

Integrate your account with Zapier now.

And remember…Zapier makes you happier! 🙂

Start sending high conversion proposals today

Join 10,000+ happy customers and enjoy a simpler, faster, and
more professional way to win more business.