Integrations
Connect your favourite tools to Better Proposals
24 articles in this collection
Written by Adam Hempenstall, Sabrina Barron, and Rob Lucas
Written by Adam Hempenstall, Sabrina Barron, and Rob Lucas
CRMs
Integrating ActiveCampaign
Search for contacts from your CRM and send proposals faster
Written by Sabrina Barron
Updated this week
Updated this week
Integrating Agile CRM
Search for contact details to save time
Written by Sabrina Barron
Updated this week
Updated this week
Integrating Base
Search for contacts from your CRM and send proposals faster
Written by Sabrina Barron
Updated over a week ago
Updated over a week ago
Integrating Capsule
Search for contact details and sync your proposals with Capsule opportunities
Written by Sabrina Barron
Updated this week
Updated this week
Integrating Highrise
Search for contacts from your CRM and send proposals faster
Written by Sabrina Barron
Updated this week
Updated this week
Integrate HubSpot CRM
Search for a company from Hubspot and sync your proposal with a Deal in your CRM
Written by Sabrina Barron
Updated this week
Updated this week
Integrating Insightly
Search for contacts from your CRM and send proposals faster
Written by Sabrina Barron
Updated this week
Updated this week
Integrating Pipedrive
Search for a company from Pipedrive and sync your proposal with a Deal in your CRM
Written by Sabrina Barron
Updated this week
Updated this week
Integrating Salesflare
Search for contacts from your CRM and send proposals faster
Written by Sabrina Barron
Updated this week
Updated this week
Integrating Salesforce
Search for contact details and sync your proposals with Salesforce opportunities
Written by Sabrina Barron
Updated this week
Updated this week
Integrating Zoho
Search for contacts from your CRM and send proposals faster
Written by Sabrina Barron
Updated this week
Updated this week
Payments
Integrating GoCardless
Integrate with GoCardless and take payments on your proposals
Written by Sabrina Barron
Updated this week
Updated this week
Integrating Stripe
Integrate with Stripe and take payments on your proposals
Written by Sabrina Barron
Updated this week
Updated this week
Integrating PayPal
Integrate with PayPal and take payments on your proposals
Written by Sabrina Barron
Updated this week
Updated this week
Live Chat
Integrating Olark Live chat
Getting your Olark live chat setup and activated inside your account
Written by Rob Lucas
Updated this week
Updated this week
Integrating any Live Chat Platform
Written by Sabrina Barron
Updated this week
Updated this week
Integrating a new live chat platform
What to do if we don't offer the live chat integration you use
Written by Rob Lucas
Updated over a week ago
Updated over a week ago
Project Management
Integrating Asana
Connect your Asana account and create projects directly from a proposal
Written by Sabrina Barron
Updated this week
Updated this week
Integrating Basecamp 3
Connect your Basecamp 3 account and create projects directly from a proposal
Written by Sabrina Barron
Updated this week
Updated this week
Integrating Teamwork
Connect your Teamwork account and create projects directly from a proposal
Written by Sabrina Barron
Updated this week
Updated this week
Integrating Trello
Connect your Trello account and create cards directly from a proposal
Written by Sabrina Barron
Updated this week
Updated this week
Integrating Wrike
Connect your Wrike account and create projects directly from a proposal
Written by Sabrina Barron
Updated this week
Updated this week