Proposales

Connect Proposales to other services you use. Includes CRM, PMS or Payment providers 

Integrations

Create proposals directly from your HubSpot CRM

HubSpot

Learn how to connect your SuperOffice account to your Proposales account

SuperOffice

What CRM systems are supported?

Why is my Proposales Account is not connected with Salesforce?

Initial Set up of Event Temple connectivity

Event Temple

Send Mews connected Proposals

Set up your Mews Connected Account

Learn how to connect Mews PMS to your Proposales account

Connect your Mews Account with Proposales!

MEWS

Sending a Proposal Synced to Opera

Opera: Import products to Proposales

Before Sending Opera Cloud Connected Proposals: Settings

Connect Proposales with your inventory in OPERA Cloud PMS

Setting up OPERA Connection with Proposales

OPERA

Collect RFPs directly from your website with the Inbox Widget

Inbox Widget

Inbox lets you collect any Request for Proposal via the form on your website. Convert requests to proposals in seconds!

Custom Inbox Form

Webhooks

Inbox Variables

Instructions on how to install the Inbox Widget on the website using Google Tag Manager

Install Inbox Widget via GTM (Google Tag Manager)

Seamlessly collect Request for Proposals (RFPs) directly from your website.

AI Chatbot for Collecting RFPs

Here are some tips on how to modify the chatbot prompt and suggestions for variables you can add to gather specific information from users

Tips for Modifying the AI Chatbot Prompt

Unlock your proposal process with Inbox Tracking. Gain data-driven insights to optimize workflows, boost engagement, and close more deals.

Inbox Tracking: Powerful Insights for Smarter Decisions

This guide will help you set up event tracking for Proposales using Google Analytics 4 (GA4) and Google Tag Manager (GTM). With our new GTM container, the setup is simpler…

Getting Started with Tracking Events in Google Analytics and Google Tag Manager

Inbox

Let your customers "Accept & Pay" with instant credit card payments.

Stripe

Payment

Run Proposales inside the contact centre solution Puzzel

Puzzel

Other Connections

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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