Pipedrive + Proposify
Create new Proposify proposals for every new deal in Pipedrive
Streamline your sales proposal process with this efficient workflow. When a new deal is introduced in Pipedrive, it instantly generates a corresponding proposal in Proposify. This automation saves you valuable time you'd otherwise spend on manual data entry, allowing you greater focus on engaging your potential clients and closing sales.
Streamline your sales proposal process with this efficient workflow. When a new deal is introduced in Pipedrive, it instantly generates a corresponding proposal in Proposify. This automation saves you valuable time you'd otherwise spend on manual data entry, allowing you greater focus on engaging your potential clients and closing sales.
- When this happens...New Deal
Triggers when a new deal is created.
- automatically do this!Create Proposal
Creates a new proposal.
- Free forever for core features
- 14 day trial for premium features & apps
About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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About Proposify
Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.