Integrate GoProposal with Dext Precision
Access client data in real time
By integrating Dext Precision with GoProposal, you can access real-time client data and automate proposal creation. By connecting these two powerful platforms, you can pull in key client activity metrics from Dext Precision and use them to build proposals that align with actual business performance data.
Capture client data in GoProposal
Start building proposals with client data pulled directly from Dext Precision. Every time you build out a proposal, you can strengthen your client conversations with data such as:
- Health Scores
- Annual Revenue
- Monthly Bank Transactions
- Monthly Credit Notes
- Monthly Sales Invoices
- Less Time: Automatically pull client data from Dext Precision without manual entry.
- Improved Accuracy: Use real financial metrics to set pricing and advisory fees.
- Better Decision-Making: Strengthen client conversations with data-driven insights.
- Seamless Integration: With just an API token, connect GoProposal to Dext Precision and start building better proposals.
Position client data where you need it most
Provide accurate real-time client data to give your team complete confidence when quoting clients. Assign activity metrics from Dext Precision, such as annual revenue and monthly transactions, directly to line items in GoProposal. This ensures proposals are tailored to actual business activity, reducing errors and improving accuracy.
How to Get Started with GoProposal & Dext Precision
Getting started with GoProposal and Dext Precision is simple and connecting the two platforms is fast because of our innate integration
Connect your accounts
Head to Settings > Integrations > Dext Precision Integration and add the API Token. To find your API Token within Dext Precision, head to Your Settings > API, name your API Token and select ‘create’. Choose ‘copy to clipboard’ and paste into the Integrations page on GoProposal.
Configure Your Data
Select how often you’d like to apply your monthly averages for each Proposal Template type. This can be done for the past 3 or 12-month period.
Setup Your Line Items
Select Configure > Line Items > ‘Edit Line’ beside any of your line items. From here, select the Integrations tab, and turn the toggle ‘on’ so that activity metrics can be configured in the Pricing section. After the toggle has been switched on, select the ‘pricing’ tab and select a Global Activity Metric to pull through from the drop-down list.
Start Using Activity Metrics
Start shaping your client proposals with the use of Dext Precisions Global Activity Metrics. Apply the metrics to dropdowns such as the Annual Revenue Range to ensure it’s accurate. P.S Make sure the client and client data exist in Dext Precision before searching it in GoProposal.
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