Easily connect to your Insightly account to easily deliver winning proposals to your opportunities and contacts.
Once you have connected your Insightly 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.
- Quickly send beautiful and trackable proposals to your contacts
- Save valuable time by automating your sales proposal process
- Track your delivered sales material in real-time
- Close deals faster with new insights into your proposals