Proposaly Integrations

Transform a lead into a document.

Create a client-facing view only link for a document

Delete a lead from a workspace, this action is irreversible.

Creates a duplicate of an existing document within the same workspace.

Reactivate a lead after it has been archived.

Change the owner email of a Document in a Workspace

Update a lead in a workspace, only data from non-empty fields are updated

Update notification preferences of a recipient.

Find lead in a workspace or lead id.

Retrieve the current notification preferences for a specific recipient.

Create a document in a workspace using a custom template (for creating document from master template, please use "Create Document").

Creates a new lead in a predefined workspace

Delete a recipient from a document.

Move the document to other stages (In Progress, Completed, etc)

Sends a share document notification to recipients so they can access it.

Update a document in a workspace, this combine 3 separate Actions (Move Document's Stage, Update Document Title, Transfer Document Ownership)

Update a recipient in your company. Only non-empty inputs are updated.

Finds a Document inside a Workspace using Document ID.

Finds a recipient of a document using recipient ID