By connecting Proposales with your SuperOffice environment, you can save 3–5 minutes on every proposal you send. The integration helps keep your proposal and sales data in sync, reducing manual work and the risk of human error.
What is the SuperOffice connection and how does it work?
When you connect Proposales with SuperOffice, you can sync contacts, deal status, and booking dates between the two systems.
This provides several benefits:
More reliable data: Automatic syncing reduces the risk of human error.
Less manual work: Deal stages are updated in real time, so you don't need to update them manually in both systems.
Easy access to contact details: Your SuperOffice contact information is available directly when creating a proposal.
A smoother sales process: Less administration means more time for your sales team.
Syncing your SuperOffice user to Proposales
Once SuperOffice connectivity has been enabled for your hotel, each user needs to connect their SuperOffice user account to their Proposales account.
For Admin users
If you are an Admin, you can connect your accounts from the SuperOffice settings in Proposales:
Make sure you are logged in to SuperOffice.
Go to the SuperOffice settings in Proposales.
Click Import to import your personal SuperOffice User ID.
Your SuperOffice user will then be connected to your Proposales account.
For users without access to the settings
If you are a user without access to the SuperOffice settings, please contact us through the chat. We will help you connect your SuperOffice user to your Proposales account.
Sending proposals connected to SuperOffice
To create a sale in SuperOffice when sending your proposal a proposal, you must select a matching SuperOffice contact as the recipient. When choosing a recipient in Proposales, SuperOffice contacts are identified by the SuperOffice owl icon.
A SuperOffice sale will only be created when a SuperOffice contact is attached to the proposal. Contacts that are created in Proposales will not sync to SuperOffice.
Once you send the proposal with the correct recipient, a sale is automatically created in SuperOffice.
From there, the proposal and the corresponding sale stay connected.
When the client accepts or rejects the proposal, the status of the sale in SuperOffice is automatically updated. Updates made to the proposal in later versions are also synced directly to SuperOffice. This means that changes made in Proposales are reflected in SuperOffice without requiring you to update the information manually.