Integrate Insightly
with Better Proposals

Keep the information about your proposal writing where you want it in Insightly

Intelligent business tools are the key to your sales growth. That’s what Insightly and Better Proposals do best when they are integrated

Here are just some of the benefits of using Insightly + Better Proposals together.

Capture leads anywhere and route them fast to your sales reps
Automate your complex work processes
Create comprehensive contact management and develop relationships with your leads
Track the progress of your business
Automatically find contacts and send them customised proposal
No more spending hours to create a world-class proposal that will win the deal, we’ve got you covered.

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What is Better Proposals?

Better Proposals is an online software tool which takes the pain out of writing proposals the old way of producing a PDF. Instead you send your client a beautiful web-based interactive proposal which they can sign online.

It’ll shave hours off your proposal writing time and increase your conversion rates significantly.

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What is Insightly?

Insightly is one of the most popular CRMs for small and midsize businesses. It has been engineered from the ground up to focus on managing customer relationships by ensuring that what is sold actually gets delivered, and in a way that exceeds customer expectations.

Learn about Insightly

See the Insightly CRM Integration in action

When creating a proposal, no longer will you need to log into Insightly to copy and paste contact information.

Simply search in Better Proposals and it’ll automatically find your contacts in your Insightly account and pull them into Better Proposals.

COMING SOON: Soon, you’ll be able to sync the opportunity in Insightly with your proposal so it posts information like the link to the proposal preview, tracking information and when it gets opened or signed for instance.

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Connect Better Proposals to Insightly - Step1

Just some of the features of our famously easy to use proposal editor

Automatic Formatting

Never worry about spacing again, default spacing and sizing mean you can just write.

Images

Insert images full width, as part of your text or neatly wrapping around your text for variety.

Video

Command more attention in your proposals by embedding video from YouTube, Vimeo or Wistia.

Feature Blocks

Liven up your proposals by using coloured blocks with text to break up a page.

Pricing Tables

Simple pricing tables - just put in your products and pricing and everything else is calculated for you.

HTML

Want to customise your proposal further? The HTML code editor lets your creative juices run wild.

Auto-Save

Never lose your work. Whenever you click away or are typing, your work is being saved in the background.

100% Customisable Templates

Use our templates, build your own or do a mix of both. Every template is 100% customisable.

Merge Tags

Pull in client specific information like the company name which reduces the chance of mistakes.

BETTER PROPOSALS IN 20-SECONDS

See how easy it is to create proposals in this short video

Our Proposal Editor

Zero learning, automatically designed, lightning fast.

It's time to complete the set

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

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Integrate Insightlywith Better Proposals

What is Better Proposals?

What is Insightly?

See the Insightly CRM Integration in action

Just some of the features of our famously easy to use proposal editor

See how easy it is to create proposals in this short video

Our Proposal Editor

It's time to complete the set

Integrate Insightly
with Better Proposals