Connect Microsoft Excel and Proposify to unlock the power of automation
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Set up your first integration
Quickly connect Microsoft Excel to Proposify with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Excel with Proposify - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Row" from Microsoft Excel.
Add your action
An action happens after the trigger—such as "Create Client" in Proposify.
You’re connected!
Zapier seamlessly connects Microsoft Excel and Proposify, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
ActionWrite- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
ActionWrite
- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- Trigger Column
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
ActionWrite- Plan Restrictions
- Storage_source
- Folder
- TitleRequired
- Column Headers
- Zap_step_id
ActionWrite
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Practical ways you can use Microsoft Excel and Proposify
Log new proposal data in Excel.
When a new proposal is created in Proposify, Zapier automatically adds its details into a Microsoft Excel spreadsheet. This ensures a centralized record of all proposals, facilitating quick access for analysis or reporting.
Customer Support OpsGenerate a sales report in Excel for signed proposals.
Streamline reporting by leveraging automation. When a proposal is signed in Proposify, Zapier logs the details in a Microsoft Excel spreadsheet to track conversions and measure proposal success rates over time.
Marketing & Marketing OpsTrack proposal status updates in Excel.
Keep project stakeholders informed. When a proposal's status changes in Proposify (e.g., from 'Sent' to 'Signed'), Zapier updates the corresponding entry in your Microsoft Excel tracker, ensuring accurate project visibility without manual input.
Project Management
