Automate Your Proposal Workflow

No more data duplication, save hours and focus on closing more deals with 

 

Fresh Proposals integrations

WORKFLOW 

Integrations

Proposal Software Integration - Stripe

STRIPE PAYMENT

Fresh Proposals integration with Stripe payment gateway enables you to collect payment from clients as they accept your proposal. Fresh Proposals also send payment reminder email on your behalf.

Fresh Proposals Integration with Xero Account Software

XERO ACCOUNTING

Proposal sent, advance payment collected? It would simplify your life if you can generate invoice invoice at the same time? Yes, You can generate invoice in Xero using Fresh Proposals.

Proposal Software Integration - Zapier

ZAPIER CONNECTOR

You can connect Fresh Proposals with thousands of other application with Zapier connectors. There are pre-made connectors (Zap) available for you to use. You can customize your own actions and triggers also.

Fresh Proposals Integration with Hubspot CRM Software

HUBSPOT CRM

You can search, import contacts from HubSpot CRM. You will also be able to create deal automatically once a proposal is sent to client and same deal gets updated as client accepts, rejects proposal.

Proposal Software Integration - Pabbly

PABBLY CONNECTOR

You can connect Fresh Proposals with many other application with Pabbly connectors. You can create connectors templates or you can customize your own actions and triggers also.

Proposal Software Integration - Salesflare

SALESFLARE CRM

You can search, import contacts from Salesflare CRM. You will also be able to create automatic deal once a proposal is sent to client and same deal gets updated as client accepts, proposal.

Trello Integration with Fresh Proposals Software

Trello

You can automate the creation of card in Trello software using this integration. You choose the board and list to which the card will be added the moment your proposal gets signed.

Basecamp Integration with Fresh Proposals

Basecamp

You can automate the creation of client project in Basecamp using this integration. As soon as your proposal gets signed by client, a project will be created and signed PDF file will be uploaded to it.

Dropbox Document Solution - Proposal Software Integration

Dropbox (Upcoming)

You can automate the uploading of signed documents (sales docs) to Dropbox using this integration. As soon as your proposal gets signed off, a signed PDF file will be automatically uploaded to your Dropbox account.

Google Drive + Fresh Proposals Integration

Google Drive (Upcoming)

You can automate the uploading of signed documents (sales docs) to Google Drive using this integration. As soon as your proposal gets signed off, a signed PDF file will be automatically uploaded to your Google Drive account.

Make Proposals Part of Fully Connected Systems So You Can Focus On Growing Your Business

Fresh Proposals has to be integral part of your business  technology stack your team uses. Save productive hours, get greater visibility, improved collaboration.

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