The proposal stops being an island.
Native, two-way connections to the CRM, accounting, payments, storage, and communication tools you already run — so a signed proposal becomes a closed deal, a paid invoice, and a saved PDF without anyone copy-pasting a thing.
Connect a tool in three clicks. No developer required.
No CSV exports, no Zapier degree, no IT ticket. Pick a tool, authorise once, and the sync runs itself in the background.
Pick your tool
Browse the directory and choose any native integration — HubSpot, QuickBooks, Xero, CPACharge and more.
Authorise once
Connect securely through OAuth in a single click. We never see or store your passwords — revoke access any time.
It runs itself
Every proposal event — sent, viewed, signed, paid — syncs in real time, two-way, with zero manual entry.
The integrations most teams turn on first.
Deep, two-way connections engineered, maintained, and monitored by our team — not a Zapier wrapper. Click any card for setup, fields synced, and the workflows it unlocks.
Create proposals from the deal record, then watch HubSpot move to "Closed Won" the instant your client signs.
- Two-way sync for companies, contacts, deals, products and custom fields
- Multi-document triggers — chain NDA → proposal → SOW
- Selective sync UI with timestamps and per-record control
Signed engagement becomes a QuickBooks invoice on the spot — no double-entry, no waiting until billing day.
- Auto-create invoices and revenue records on sign and payment
- Map Fresh Proposals services to your QuickBooks items
- Optional automatic customer and contact creation
If we don't connect to it natively, Zapier almost certainly does — with triggers for every stage of the proposal lifecycle.
- Triggers: sent, viewed, signed, paid, expired and renewed
- Actions: create proposal, attach client, fire reminder, mark won
- 5,000+ pre-built recipes including Salesforce, Pipedrive, Notion
Browse every connection, by category.
Search a tool, filter by job — or just scroll. Each card is a deep page with setup, the fields synced, and the workflows the integration unlocks.
Set it once. Let your stack do the busywork.
A signed proposal shouldn’t mean an afternoon of copy-pasting. These are the automations teams switch on most — running silently the moment a client acts.
Deal moves to Closed Won and the signed PDF is attached to the record.
An invoice is created and revenue is booked — no double entry.
A kickoff board spins up with onboarding cards assigned to your team.
An instant alert lands in your #sales channel so you follow up while it’s hot.
A ledger entry is posted automatically and reconciled against the payment.
The signed PDF and audit certificate are filed in the client’s folder.
Want a combination you don’t see here? Build your own with Zapier or the API →
Not in the directory? Build it in an afternoon.
Every proposal lifecycle event — sent, viewed, signed, paid, expired — ships as a signed webhook. A REST API mirrors what the dashboard does, so you can wire FP into the workflow you already run.
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REST APICRUD for documents, clients, fees and tiered pricing.
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Signed webhooksHMAC-signed payloads on every status change.
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OAuth 2.0Per-workspace tokens, scopes and rotation.
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Rate-limited & idempotentPredictable retries, request keys on every write.
API and webhook access is available on request for enterprise accounts.
Integration FAQ
Still have a question? Book a 20-minute demo and we’ll walk your stack.
Connect your stack. Send your first proposal.
Spin up an account, plug in HubSpot or QuickBooks in a couple of clicks, and watch a signed proposal flow through the rest of your tools — no card required.