quickbooks proposify integration

Sync QuickBooks And Proposify | Connect QuickBooks With Proposify | Link QuickBooks And Proposify

Proposify is conceptually designed online proposal software that helps businesses to create elegantly designed proposals, streamlines sales and close deals quicker. This well-structured software platform helps in building a predictable as well as scalable closing process that builds attractive business proposals, affable agreements and contracts, which facilitates growth and progress of businesses. This online proposal platform gives proper control and visibility into significant stage of sales process. Whether it’s a deal design or sign off, this software provides flexibility as well as assurance to manage and close all quotes, contracts and proposals. It helps in creating impressive sales documents which are error-free and consistent. Proposify helps in receiving the insights to scale business process and make timely engagements, accurately forecast and delivers flawless sign-off experience for both customers and prospects.

The user-friendly design editor of this software helps non-designers to create and develop stylishly looking business proposals. This software provides gallery of professionally designed and written business proposals templates with wide range of services that catalyzes proposal process. The templates offered by this software are 100% customizable. The software also offers content library so that proposal contents can be accessed again and again. It helps in better communication and good collaboration between business companies. Proposify offers metrics of valuable information such as status of user’s proposals, which informs about response of their client to their proposals.

Integration of QuickBooks and Proposify

The integration of QuickBooks and Proposify will automatically generate an invoice whenever client accepts user’s proposals. The mobile app of this software makes it easier for users to keep track of their proposals anytime and anywhere.

1. Firstly, users should authenticate their QuickBooks and Proposify accounts.

2. In Proposify app, go to the Integrations page, by clicking “Integrations” from the left-hand menu.

3. In the Integrations page, do find the QuickBooks logo and then click on it.

4. Now, move on to QuickBooks page, click “Log in to QuickBooks”

5. Thereafter, users should login their credentials and click Sign in.

6. After signing in, users will be asked to allow Proposoify access your QuickBooks account.

7. At the lower right of the page, do click Connect.

8. Users will get a confirmation message, indicating that integration is successful.

9. Now You Are Done with Syncing QuickBooks and Proposify