
Proposify
8.3#3 in proposal softwareiOSWebAPI
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| Fact | Proposify | Smart Pricing Table |
|---|---|---|
| API | Proposify provides API access for integrating with external systems and enhancing customization. | The REST API can create and manage proposals, update line items and pricing, and read proposal statuses, selections, and totals. |
| Audience | The Basic plan is for individuals and small teams, while the Team plan is for growing teams that need CRM integration. | The product is described for marketing agencies, IT and managed service providers, consulting firms, software development firms, and other B2B service businesses. |
| CRM integrations | Proposify integrates with popular CRM, invoicing, payment, and Zapier tools. | Officially listed CRM connections are HubSpot, Pipedrive, Zoho and GoHighLevel, with proposal and deal status synchronization. |
| Integrations | The integrations directory lists CRM, payment, invoicing, collaboration, file, forms, project-management, and other integrations, including Salesforce, HubSpot, Stripe, QuickBooks, Slack, and Zapier. | The product lists HubSpot, Pipedrive, Zoho, and GoHighLevel CRM integrations, plus Stripe payments and QuickBooks integration. |
Proposify suits individuals and small sales teams that need to create and track proposals, as well as growing teams seeking CRM integration. Its iOS companion app is for monitoring activity rather than creating and sending proposals.
Smart Pricing Table suits marketing agencies, IT and managed service providers, consultants, software firms, and other B2B service businesses. It fits teams needing configurable proposals, client approvals, signatures, and connected payment or CRM workflows.