Proposify
· #404 most-usedTurn proposals into closed deals, automatically
Proposify is proposal software that helps sales teams create, send, track, and close quotes, contracts, and proposals. It provides a drag-and-drop editor, a template library, legally binding eSignatures, CPQ pricing tools, and detailed engagement analytics that show which sections prospects spend the most time on. Connect Proposify to Actionist and your agents can create client records and draft proposals from CRM deal data, listen for proposal lifecycle webhooks — Signed, Won, Lost, Viewed, Sent — and automatically trigger follow-up tasks, invoice generation, onboarding sequences, and CRM updates without any manual work between systems.
Eliminates manual work. Agents eliminate the manual round-trips between Proposify, the CRM, billing, and project management tools that happen at every stage of the proposal lifecycle — creation, send, view, signature, and close.
What your Proposify agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
Proposify × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
Proposal draft created the moment a deal is ready
When a HubSpot deal moves to the Proposal Requested stage, the agent creates the client record and a pre-populated draft proposal in Proposify, notifies the rep in Slack, and schedules a review meeting — all before the rep has had a chance to open Proposify manually.
Time saved for your team — every week, on autopilot
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales120 min / weekManual proposal setup per deal
Reps manually enter client details into Proposify, select the template, and fill in deal-specific fields for every proposal — 20 to 30 minutes of admin before the real work starts.
Sales Agent0 minAgent drafts the proposal when the deal is readyWhen a CRM deal reaches the Proposal stage, the agent creates the client record and populates a draft proposal in Proposify automatically — the rep personalizes instead of builds from scratch.
- Marketing30 min / weekManual template performance tracking
The marketing team manually exports proposal data from Proposify, organises it by template, and calculates win rates in a spreadsheet — typically quarterly rather than continuously.
Marketing Agent0 minAgent logs template performance data automaticallyEvery time a proposal is sent or signed, the agent logs the template used, view count, and time-to-sign to the analytics sheet — template performance is always current without manual data pulls.
- Customer Support40 min / weekManual post-sale onboarding handoff
After a deal closes, a rep manually notifies the CSM by email or Slack, the CSM creates the onboarding tasks by hand, and the kickoff scheduling takes a separate back-and-forth email thread.
Customer Support Agent0 minOnboarding starts within minutes of signatureWhen a proposal is signed, the agent notifies the CSM, creates the onboarding checklist, and books the kickoff call — the client enters onboarding before the rep finishes their next call.
- Human Resources20 min / weekManual vendor agreement entry
HR staff check Proposify periodically for newly signed vendor agreements, then manually re-enter the vendor details and contract date into the HR system — often with a multi-day delay.
Human Resources Agent0 minVendor agreements auto-sync to HR system on signatureWhen a vendor proposal is signed in Proposify, the agent creates the vendor record in the HR system and logs the agreement details automatically — no manual entry required.
- Finance40 min / weekManual invoice data entry after close
Finance staff retrieve the signed proposal from Proposify, manually transcribe the line items, total value, and payment terms into the billing system — duplicating data that already exists.
Finance Agent0 minDraft invoice created from proposal data at closeWhen a proposal is won, the agent seeds a draft invoice with the exact deal value, payment terms, and client details from the signed document — the billing team reviews rather than enters.
- Operations45 min / weekManual pipeline hygiene and reporting
Someone on the ops team opens Proposify weekly to check which proposals are stale, manually updates a tracking sheet, and assembles a report for the leadership review.
Operations Agent0 minPipeline health and stale proposals surfaced automaticallyThe agent monitors all in-flight proposals, flags stale ones, and produces a weekly pipeline velocity report — operations has a current picture without anyone building it manually.
- Legal25 min / weekManual legal review gatekeeping
The legal team relies on reps to flag high-value proposals for review before sending — a process that is regularly skipped under deadline pressure, leading to unapproved commitments.
Legal Agent0 minHigh-value proposals routed for review automaticallyWhen any proposal above the value threshold is created, the agent creates a legal review task and notifies the team — the approval gate is enforced without anyone manually monitoring proposal values.
Calculate what your team saves
Based on Proposify's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.5 hrs / person / week of admin work automated.
How to plug Proposify into Actionist
Pick the connection method that suits your environment.
Connect via Proposify OAuth for a secure, token-managed connection. Actionist requests only the scopes needed for the actions and triggers you use.
Find Proposify in the Apps library and click Connect.
A Proposify authorization window opens. Sign in with your Proposify credentials and grant Actionist access to your proposals and client data.
Actionist runs a test call to confirm the connection. You are ready to use Proposify actions and triggers.
12 actions your agent can call
Read and write operations available to your Actionist agent.
9 events your agent can react to
Events your agent watches for, and the actions it kicks off in response.