Proposal.biz connects with the tools your team already uses so your document data, client details, and workflows stay in sync without manual effort. From your CRM to file storage and team communication, integrations keep everything connected in one place.
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Accessing Integrations
Go to Integrations in the left sidebar
The Integrations page will open showing all integrations
Available Integrations
Proposal.biz currently integrates with the following tools:
HubSpot Sync your CRM contacts, deals, and company data directly into your documents. Map HubSpot fields to document variables so your documents are automatically populated with the right client and deal information every time.
Zoho Connect your Zoho CRM to pull client and deal information into Proposal.biz. Map Zoho fields to document variables for faster, error-free document creation.
Google Drive Access and import files from your Google Drive directly inside Proposal.biz without switching between tools.
Slack Receive document activity notifications and updates directly in your Slack channels so your team always knows when a document is viewed, signed, or commented on.
[Insert screenshot: Integrations — list view showing HubSpot, Zoho, Google Drive, and Slack]
Connection Methods
Depending on the integration, Proposal.biz supports three ways to connect:
OAuth 2.0 — Authorize the connection securely through the third-party platform's login flow
API Key — Connect using an API key generated from the third-party platform
HTTP Authentication — Connect using a username and password or token-based authentication
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Next Steps Learn how integrations work and what happens after you connect in How Integrations Work.