Proposal & Invoice Management > Proposify
Streamline your proposals in the cloud with designer-friendly proposal software.
Integrations
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Client Created
Triggers when a user creates a new client.
List Templates
Triggers when a user wants to select a template for proposal creation.
List Users
Triggers when a user wants to select a template for proposal creation or note creation.
Test Ping
Triggers when a user sets up a new Zap.
Proposal Created
Triggers when a proposal is created.
Proposal Lost
Triggers when a Proposal is declined by a client.
Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Proposal Signed
Triggers when a proposal is signed by a client.
Proposal Viewed
Triggers when a proposal is viewed by a client.
Proposal Won
Triggers when a proposal is accepted by a client.
Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Create Client (V1)
Creates a new client.
Create Client
Creates a new client.
Create Proposal (V1)
Creates a new proposal.
Create Proposal
Creates a new proposal.
Export results to different platforms
Get the results in Excel, PDF or integrating with our API
