Proposales

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

Integrations

Create proposals synced with your HubSpot Profile

HubSpot

Learn how to connect your SuperOffice account to your Proposales account

SuperOffice

Salesforce Connection: Frequently Asked Questions

Why is my Proposales Account is not connected with Salesforce?

Salesforce connection: Direct Sales Manual

Salesforce

Connect Proposales with your inventory in OPERA Cloud

Setting up OPERA Connection with Proposales

By connecting OPERA Cloud to your Proposales account, you are taking an important step toward more efficient workflows and a smoother way of working.

Before Sending Proposals Connected to OPERA Cloud: Settings in Proposales

Proposales works seamlessly with OPERA Cloud and supports its key functions. To help you get the most out of the integration, we’ve collected a few recommendations and best practices based…

Before Sending Proposals connected to OPERA Cloud: Configuration Tips

Import & sync products from OPERA Cloud

With two-way connectivity, you can create proposals in Proposales that automatically generate blocks in OPERA Cloud. This allows you to respond to RFPs faster while reducing manual work and errors.

Sending a Proposal from Proposales to OPERA Cloud

With two-way connectivity, you can turn your OPERA Cloud blocks into proposals instantly. Send proposals directly from OPERA Cloud, respond to RFPs faster, and reduce manual work and errors.

Turn your OPERA block into a proposal

Here you will find a collection of common OPERA Cloud error messages that can occur in Proposales, and their solutions.

Common OPERA Cloud error messages

Want to import blocks from OPERA Cloud to Proposales even faster and smoother? Just add custom links to speed things up and simplify your workflow.

How to Add “Create Proposal” and “View Proposal” Links in your OPERA Cloud

See your Proposales activity at a glance, right from your OPERA Cloud dashboard. Adding a tile gives you a real-time overview of proposals, their total value, and upcoming expirations, so…

Proposales Dashboard Tile for OPERA Cloud

OPERA

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

Initial Set up of Event Temple connectivity

Event Temple & Mews connectivity - Frequently asked questions

Event Temple

Frågor och svar gällande Infor kopplingen

INFOR SCS och Proposales

Importering av Infor-produkter

Infor

How to activate and use the Proposales Add in

Outlook Add-in

Run Proposales inside the contact centre solution Puzzel

Puzzel

Our APIs & webhooks

Other Connections

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