CRM INTEGRATION

Paperless Proposal seamlessly integrates with your CRM

Paperless Proposal makes it easy to send proposals using your CRM, automatically logging all proposal activity back into the CRM. Access your CRM based Client Information and Contacts Seamlessly from Your CRM When a rep uses CRM integration with Paperless Proposal they simply select the opportunity in the CRM from Paperless Proposal

  • The company, opportunity, and contacts are pulled into the proposal
  • The proposal documents can then be customized with the information

Know when your proposals have been sent, viewed, and accepted from within your CRM as Paperless Proposal Integrates seamlessly with Salesforce.com, Microsoft Dynamics, Netsuite, Zoho, Base, Hubspot, Right Signature, Sertifi and Caterease.

Salesforece Paperless Proposal Integration

SalesForce CRM Integration Tutorial

Easily Transfer your CRM data into Your Business Proposals

When a member of your team uses CRM integration with Paperless Proposal, one will be able to…

  • Select the opportunity in the CRM from Paperless Proposal
  • Pull the company, opportunity, and contact info into the proposal
  • Customize the proposal documents with this personalized information

Automatically Log all Proposal Activity

With Paperless Proposal an activity record is pushed back into your CRM whenever a proposal is…

  • Sent to a prospective client
  • Viewed by a prospective client
  • Approved by a prospective client

Each of these activities includes a link directly to your proposal giving you easy access to all proposal activity from within your CRM.

Supported CRM Applications

Paperless Proposal Salesforce integration
Paperless Proposal Zoho CRM Partner
CaterEase crm integration
Paperless Proposal NetSuite Integration
Paperless Proposal RIght Signature Partner
Paperless Proposal NetSuite Integration
Paperless Proposal Sertifi Integration
Paperless Proposal HubSpot CRM Integration
Paperless Proposal Base CRM Partner

INTEGRATE WITH YOUR CRM

Building, tracking, and managing your info has never been faster or easier because Paperless Proposal seamlessly integrates with popular CRM platforms including Salesforce.com, Microsoft Dynamics, Netsuite, Zoho, Base, Hubspot, Right Signature, Sertifi and Caterease.

Ready for a FREE Demo of Paperless Proposal Software?