Connect GoProposal™ to your systems for a seamless experience for clients & staff
Trigger off invoicing in your accounting software when the proposal is signed-off
Automatically generate fully itemised invoices in Xero, the instant your Letter of Engagement is signed. Create or match the client in Xero, send details from the proposal which you then easily turn into a repeating invoice for Xero to handle.
Automatically generate invoicing in QuickBooks when the proposal has been accepted and signed-off. Create or match the client details, pass through the proposal information and make the invoice recurring for QuickBooks to manage.
[DUE TO GO LIVE IN MARCH 2018]
CRM & Email Automation
Create clients or match them up in your CRM and trigger automation when a proposal gets produced and signed-off
Active Campaign Integration
Automatically add subscribers to your email lists, populate and create ActiveCampaign custom fields from your Proposal’s data and configure your integration to automatically send the new subscriber your latest campaign.
Agile CRM Integration
Create a contact or update existing contact details in Agile CRM when a proposal is produced, then create tasks in Agile and associate the contact the task when a proposal is produced, and again when the letter of engagement is signed-off.
Capsule CRM Integration
Create a contact or update existing contact details in Capsule CRM when a proposal is produced, then create tasks in Capsule and associate the contact the task when a proposal is produced, and again when the letter of engagement is signed-off.
Collect and add subscribers to your email marketing lists automatically when a Proposal is produced or your Letter of Engagement is signed-off. This is great for nurturing prospects and welcoming new clients.
Populate fields in Infusionsoft and fire tags when a Proposal is produced or your Letter of Engagement is signed. You can pass the follow-up date to trigger sales campaigns and trigger tags to start your onboarding campaigns.
Team, Tasks & Onboarding
Keep your team informed of new sign-ups, trigger off tasks and seamlessly onboard your clients
Notify your team when a Proposal is produced and then again when the Letter of Engagement has been signed so that everyone knows you have a new client. You can easily specify which Slack channel you want the notification to go to and what you want that message to be.
Stay organized and integrate GoProposal with Trello. Automatically create Trello Cards, assign Members, set Due Dates and apply Labels when a Proposal is produced and again when the Letter of Engagement is signed-off.