Insightly + Proposable Benefits

  • Automatically sync your Insightly contacts to Proposable
  • Create and deliver polished sales proposals in minutes
  • Watch all proposal activity get pushed into your opportunities
  • Win more business with the #1 proposal software

Watch the overview video

Integration Overview

Once you have connected your Insightly CRM account to Proposable, your contacts auto-sync and you are immediately ready to send out your first winning proposal! When a proposal gets sent, Proposable automatically creates an Insightly opportunity and continually updates that opportunity in realtime as your contact interacts with the proposal. For example, Proposable will add each proposal view, comment, download and even digital acceptance receipt back into the Insightly opportunity and activity stream.