Proposify lets you create beautiful and effective proposals, streamline your sales process, and get faster client sign-off.
Start with a gorgeous, industry-specific proposal template for web designers, marketers and consultants. Completely customize the look-and-feel to match your brand. Our customers save on average 2-3 hours per proposal due to the drag and drop library.
When you’re ready, email your client a branded link so they can check optional fees, accept and sign the proposal so you can close the deal faster. We let you know when your client views the proposal and even show you which sections your client viewed the most.
How it Works with FreshBooks
Integrate your FreshBooks account so you can easily generate an invoice as soon as your client accepts your proposal. Import your FreshBooks contacts into Proposify, and generate invoices after a client accepts your Proposify proposal.
How to Get Started
- Sign up for a Proposify account here
- Log in to your account, go to account settings and look under “Integration”
- Select FreshBooks from the list
- Enter your FreshBooks subdomain and Authentication token
- That’s all you need and the accounts are connected!
Once the accounts are connected, you can import your contacts, and when a proposal is won, you can choose a percentage to invoice and generate an invoice in FreshBooks.
Looking for help? Contact Pitch Perfect Software Inc. for support.