Docupilot

Docupilot + Proposify Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Docupilot and Proposify, with as many as 8 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Docupilot + Proposify and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Proposal Won

Triggers when a proposal is accepted by a client.

Create Document

Creates a new document from a specified template.

Client Commented on a Proposal

Triggers when a client has left a comment on the client view.

Create Client

Creates a new client.

Proposal Created

Triggers when a proposal is created.

Create Proposal

Creates a new proposal.

Proposal Viewed

Triggers when a proposal is viewed by a client.

Client Created

Triggers when a user creates a new client.

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Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data from online services.

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Streamline your proposals in the cloud with designer-friendly proposal software.

See Proposify Integrations