Sales proposals are a huge part of the sales process that can’t afford to be late, filled with errors, or just plain old wrong. Proposify is the online proposal software that gives you the control and transparency in the most important phase of your sales process. Create impressive, consistent, and error-free sales documents. Gain insight to scale your process, take timely action, and make accurate forecasts.
With Proposify, unnecessarily complex workflows are a thing of the past. Save your pre-approved templates and content in a central organized library, ensure deals are going out with the proper sign-off by defining your approval workflow, and perfect your deal design and put the controls in place to keep it that way.
Proposify is an amazingly useful tool to help set up your business for greatness, but with CatchApp Bookings in the picture, manually creating new proposals based on your customers before a scheduled appointment is old news.
CatchApp can save you bundles of time, but if you’re new to the genius scheduling and how it works; CatchApp lets you create a bookable calendar for your meetings and appointments, and lets you fill your schedule efficiently. If you’re having eight meetings a week for a whole year (except when you’re out the offices, of course), CatchApp saves you up to one month of time that would usually be spent organising meetings, rearranging, and following up on RSVPs. Want to make scheduling hassle-free? Sign up and get an account here
Making zaps couldn’t be easier, and now that Zapier has also added in multiple action zaps, you can add new proposals at the same time as updating fields on excel at the drop of hat with some easy and intuitive automation.
Pairing the genius scheduling of CatchApp with Proposify couldn’t be easier. All you need is a CatchApp Bookings account, a Proposify account, and your Zapier account to get started. Creating your own custom CatchApp and Proposify connection through Zapier is super easy, and we’ve made a how-to for that. You can check it out here.