Proposal.biz Integrations

Connect the Tools You Already Use. Skip the Manual Work.

Plug Proposal.biz into your CRM, payment processor, and team chat in a few clicks. Deals stay updated. Documents stay synced. Nothing falls through the cracks.

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Connect the Tools You Already Use. <strong>Skip the Manual Work.</strong>

Sync With Everything You Use.

From CRM data to payment collection to project tracking — Proposal.biz connects with your existing workflow so nothing falls through the cracks.

CRM Integrations

Sync contacts, deals, and document status with your CRM. Auto-populate proposals with client data and push signed contracts back automatically.

HubSpot

Salesforce Upcoming

Pipedrive Upcoming

Zoho CRM

Payment Processors Upcoming

Collect payments, deposits, and recurring billing directly from your documents with integrated payment links and tracking.

Stripe

PayPal

Square

Authorize.net

Communication Tools

Get real-time notifications in Slack, Teams, and email when clients open, sign, or comment on your documents.

Slack

Microsoft Teams Upcoming

Push Notifications

Your Stack, Connected.

Connect your CRM, your payment processor, and your team chat. Documents stay synced. Deals stay updated. Nothing falls through the cracks.

CRM

Sync contacts, deals, and document status with your CRM in real-time.

HubSpot

Auto-fill documents with your HubSpot deals and contacts — send a proposal without touching a single field manually.

Salesforce

Upcoming

Pull live opportunity data straight into your documents and push document status back to Salesforce — zero context-switching.

Pipedrive

Upcoming

Turn a Pipedrive deal into a branded, ready-to-send proposal in clicks — and watch document status sync back automatically.

Zoho CRM

Generate documents pre-loaded with Zoho contact and deal data, so your team spends time closing, not copy-pasting.

Payments

Collect payments instantly when clients sign your documents.

Stripe

Upcoming

Let clients pay the moment they sign — Stripe handles the checkout so you collect revenue right inside the document.

PayPal

Upcoming

Accept payments from clients globally without leaving the document — one signature, one click, done.

Razorpay

Upcoming

Built for Indian markets — collect INR payments instantly the moment your client signs, no invoice chasing needed.

Collaborations

Get real-time notifications across all your communication tools.

Slack

Get notified in Slack the moment a client opens, signs, or comments on your document — no more refreshing your inbox.

Email

Send branded document links directly via email and track every open, scroll, and forward in real time.

Push Notifications

Instant push alerts when a deal moves — opens, signatures, and comments land on your device the second they happen.

Microsoft Teams

Upcoming

Get live document alerts inside Teams so your whole sales crew knows the moment a proposal gets traction.

Your Stack. Connected. Closing.

HubSpot to Stripe. Salesforce to Slack. Proposal.biz connects to the tools your team already lives in. Set it once. Forget it forever. Close faster.

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