Automate Your Proposal Workflow
No more data duplication, save hours and focus on closing more deals with
Fresh Proposals integrations
WORKFLOW
Integrations
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.
CPACHARGE PAYMENT
Accounting Firms, streamline your payment processes. Collect fee be it one time or recurring payment, right in the document Use Fresh Proposals CPACharge integration to enhance client engagements, and improve cashflow.
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.
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.
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.
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.
Google Drive
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.
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.
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.
