Integrations

Overview

Proposal.biz connects with the tools your team already uses so your document data, client details, and workflows stay in sync without manual effort. From your CRM to file storage and team communication, integrations keep everything connected in one place. [Insert screenshot: Integrations — default view showing all available integrations] Accessing Integrations 1. Go to Integrations in the left sidebar 2. The Integrations page will open showing all integrations Available Integrations Proposal.biz currently integrates with the following tools: HubSpot Sync your CRM contacts, deals, and company data directly into your documents. Map HubSpot fields to document variables so your documents are automatically populated with the right client and deal information every time. Zoho Connect your Zoho CRM to pull client and deal information into Proposal.biz. Map Zoho fields to document variables for faster, error-free document creation. Google Drive Access and import files from your Google Drive directly inside Proposal.biz without switching between tools. Slack Receive document activity notifications and updates directly in your Slack channels so your team always knows when a document is viewed, signed, or commented on. [Insert screenshot: Integrations — list view showing HubSpot, Zoho, Google Drive, and Slack] Connection Methods Depending on the integration, Proposal.biz supports three ways to connect: - OAuth 2.0 — Authorize the connection securely through the third-party platform's login flow - API Key — Connect using an API key generated from the third-party platform - HTTP Authentication — Connect using a username and password or token-based authentication [Insert screenshot: Integrations — connection method options] Next Steps Learn how integrations work and what happens after you connect in How Integrations Work.

How Integrations Work

Overview Once you connect an integration, Proposal.biz establishes a live connection with the third-party platform and begins syncing data into your workspace. This article explains what happens after you connect and how data flows between Proposal.biz and your connected tools. [Insert screenshot: Integrations — How it Works screen] The Connection Flow Every integration on Proposal.biz follows the same core flow: 1. Select the integration you want to connect from the Integrations page 2. Review the integration details and click Connect 3. Authorize the connection using your preferred method — OAuth 2.0, API Key, or HTTP Authentication 4. Once connected, map the fields from your third-party platform to Proposal.biz variables 5. Configure your sync settings 6. Your integration is live and data starts flowing into your workspace [Insert screenshot: Integrations — detail page showing Overview and How it Works tabs] Variable Mapping After connecting a CRM integration such as HubSpot, you can map fields from your CRM directly to variables in Proposal.biz. This means when you create a document for a specific contact or deal, the mapped fields are automatically populated eliminating manual data entry and reducing errors. [Insert screenshot: Integrations — Variable mapping screen] Sync Settings You can control how and when data syncs between Proposal.biz and your connected platform including sync frequency and which data objects to include. [Insert screenshot: Integrations — Sync settings screen] Credential Management Your connection credentials are stored securely in Proposal.biz. You can review, update, or revoke your credentials at any time from the integration settings without needing to fully disconnect and reconnect. [Insert screenshot: Integrations — Credential settings screen] Managing a Connected Integration Once an integration is connected you can: - Edit credentials — Update your connection credentials if they change - Update variable mapping — Adjust how fields are mapped between platforms - Change sync settings — Modify how frequently data syncs - Disconnect — Remove the integration from your workspace [Insert screenshot: Integrations — connected integration management options] 💡 Pro Tip Set up variable mapping immediately after connecting your CRM. This ensures every document you create is automatically populated with the correct client and deal information from the moment you start — saving significant time across your team. Next Steps Start connecting your tools — beginning with HubSpot, Zoho, Google Drive, or Slack.

HubSpot Integration

Overview Connecting HubSpot to Proposal.biz allows you to sync your CRM data contacts, companies, and deals directly into your documents. Once connected, you can map HubSpot fields to document variables, and create and share Proposal.biz documents straight from your HubSpot contact records. [Insert screenshot: Integrations — HubSpot card on the Integrations page] Step 1: Open the Integrations Section 1. From your Proposal.biz dashboard go to Integrations in the left sidebar 2. The Integrations page will open showing all available integrations image Step 2: Connect Your HubSpot Account 1. Find HubSpot in the integrations list 2. Click Connect and Install 3. You will be taken to the HubSpot login page 4. Select the HubSpot account you want to connect 5. Click Yes, connect to confirm 6. Approve the app connection when prompted 7. Click I accept the risk and connect to finish Once complete, HubSpot will show as Connected in Proposal.biz. image Step 3: Configure Variable Mapping Once HubSpot is connected, set up Variable Mapping to define which HubSpot fields automatically populate in your Proposal.biz documents. 1. In Proposal.biz go to the HubSpot integration settings 2. Open Variable Mapping 3. You will see all available HubSpot tokens organized by category: - Deal tokens - Contact tokens - Company tokens 4. Click Add variable to map a HubSpot token to a Proposal.biz variable for example mapping HubSpot's close date to a document variable 5. Repeat for all fields you want to auto-populate 6. Once mapped, whenever you use that variable in a document its value will be pulled automatically from HubSpot, No manual entry needed 💡 Pro Tip Map your most frequently used HubSpot fields first such as contact name, company name, deal value, and close date. These are the fields that appear most often in proposals and will save your team the most time. Step 4: Open Proposal.biz App Settings in HubSpot 1. Log in to your HubSpot CRM account 2. Go to the Marketplace and click Connected apps 3. Find Proposal.biz in the list of connected apps 4. Click on the Proposal.biz app to view its settings image Step 5: Manage App Card Locations and Permissions 1. Inside the Proposal.biz app settings click App cards 2. Click Manage locations 3. Enable access for the objects where you want the Proposal.biz app card to appear: - Contacts - Companies - Deals 4. Click Save to apply image Step 6: Access the Proposal.biz App Card from a HubSpot Contact 1. Open any Contact record in HubSpot 2. Scroll down the right-hand side panel 3. Find the Proposal.biz app card From the app card you can sync data or create documents directly without needing to log in to Proposal.biz separately. image Step 7: Create a New Document from a HubSpot Contact 1. On the Proposal.biz app card inside the contact record click Create doc 2. Select Start with template 3. Pick the template category you want 4. Add recipient details — for example the current contact 5. Click Save configuration 6. You will be redirected to Proposal.biz to continue building your document image Step 8: Select Document Type and Template in Proposal.biz Once redirected to Proposal.biz: 1. Choose the type of document you want to create — for example Marketing 2. Select the document type — for example Marketing Proposal 3. Browse the available templates and click Use this template 4. You will be taken to the Proposal.biz document builder with your new document ready to edit image Step 9: Assign Recipients in the Document Builder 1. In the document builder assign the recipient for your document 2. Select the correct recipient from the available options 3. If the HubSpot contact is already added — for example Maria Johnson — make sure they are assigned to all relevant recipient fields in your document Step 10: Share the Document 1. When your document is ready click Share from the builder 2. Confirm you want to send or share the document 3. Copy the document link that is generated to share it with your recipient image Step 11: Track Your Documents Go back to Proposal.biz to track all documents created from HubSpot. From your dashboard you can see: - Every document you have created - When each one was made - Who created it - The current status of each document image 💡 Pro Tip Use the Proposal.biz app card inside HubSpot contact and deal records to create documents without switching between platforms. This keeps your workflow inside HubSpot and ensures recipient details are always pulled in correctly from your CRM data. Next Steps Learn how to connect your Zoho CRM in Connecting Zoho.

Connecting via MCP

Overview The Proposal.biz MCP server lets any MCP-compatible AI agent such as Claude  create and manage proposals on your behalf. Once connected, you can create documents, verify your account, and manage proposals directly through your AI agent without switching to Proposal.biz manually. You can also connect directly via the Claude Connectors, Click here 👆Install. Or connect via the ChatGPT plugin, Click here 👆 to install. Server URL: https://app.proposal.biz/api/mcp Use this exact URL wherever your client asks for the MCP server endpoint. Prerequisites Before you begin, make sure you have: - A Proposal.biz account with an active organization - An MCP-compatible client — any agent or app that supports the Model Context Protocol (e.g. Claude, desktop AI clients, IDE assistants, or custom agents built on an MCP SDK) - Internet access from the client machine to app.proposal.biz Choose an Authentication Method The MCP server accepts two authentication methods. OAuth is recommended for end-user clients; API keys are better for headless agents and automated environments. OAuth API Key Setup Browser login on first connect Generate once, paste into config Best for Desktop / IDE / personal agents Servers, scripts, automated agents Revocation Per-session in account settings Per-key in account settings Scopes Granted at consent screen Bound to the key at creation Option A — Connect via OAuth (Recommended) 1. Open your AI agent's MCP / connector settings 2. Add a new MCP server with the following details: - Name: proposal.biz (or anything you prefer) - URL: https://app.proposal.biz/api/mcp - Auth: OAuth 3. Trigger the connection — a browser window will open 4. Log in to Proposal.biz if you are not already signed in 5. Approve all requested scopes on the consent screen — write:proposals is required for the tools to work 6. The browser will close or show a success message and your agent is now connected Option B — Connect via API Key Use this method when your agent runs unattended or does not support OAuth. 1. Sign in at app.proposal.biz 2. Go to Settings → API Keys 3. Click Create Key 4. Give it a name (e.g. My Agent) and grant the write:proposals permission 5. Copy the key — it begins with pbz_ and is shown only once 6. In your AI client's MCP server config, add the server URL and configure the auth header: Authorization: Bearer pbz_xxxxxxxxxxxxxxxxxxxxxxxx Most clients have a dedicated Bearer Token or API Key field — paste the full pbz_... value there 7. Save the config and restart the client if required image image Key Safety - Treat the key like a password — anyone with it can act as your account within its scopes - Rotate keys from Settings → API Keys if you suspect leakage - Use separate keys for each environment instead of reusing one key everywhere 💡 Pro Tip If you are connecting for personal use, OAuth is the quickest option. If you are setting up the connection for a team or automated workflow, use an API Key for more controlled and secure access. Loading the Skill Definition (Optional) A companion skill file is available that teaches the AI agent how to reason about and call Proposal.biz tools more effectively. If your client supports loadable skills or instruction packs, point it at: https://raw.githubusercontent.com/Proposal-Builder/proposal-biz-claude-skill/refs/heads/master/ProposalBizSkill-claude.md If your client does not support remote skill loading, download the file and paste its contents into the agent's system prompt or custom instructions. Note Connecting without the skill works, but proposals will be less polished. The skill teaches the agent how to gather requirements, choose a render type, and produce well-structured markdown. Available Tools Once connected, the agent will have access to three tools: ping Smoke test for connectivity and auth. Echoes back the supplied message. - message (string, required) — text to echo - conversationId (string, optional) — passthrough context id create_proposal Creates a new proposal in your active organization from markdown. - title (string, required) — proposal title - markdown (string, required) — full proposal body in markdown - renderType (document | presentation | webpage, optional, default document) — output format Requires the write:proposals scope. Returns the new proposal's ID and metadata. get_user_profile Returns the authenticated user's profile and active organization. No inputs required. Useful for verifying which account the agent is currently bound to. Verifying Your Connection Once connected, verify everything is working by asking the agent to: Step 1: Call the ping tool: "Call the ping tool with the message hello." A successful response will look like: ping: hello (User: <your-user-id>) Step 2: Call get_user_profile: "Call get_user_profile." Confirm the returned email and organization name match the account you intended to connect. What You Can Do After Connecting Once the MCP connection is active you can: - Create documents — Describe the document you need in plain language and the agent will generate it in Proposal.biz using the create_proposal tool - Choose output format — Specify whether you want a Document, Presentation, or Webpage - Verify your account — Confirm which organization the agent is connected to at any time Troubleshooting Symptom Cause Fix Unauthorized / 401 on every call No bearer token sent or token rejected Re-check the server URL and auth header. For OAuth reconnect from the client. For API keys confirm the key starts with pbz_ and is not expired Your session has expired OAuth access token expired and refresh failed Disconnect and reconnect the server in your client Missing required scopes: write:proposals OAuth consent did not include write:proposals or API key lacks the permission OAuth: reconnect and approve write:proposals. API key: create a new key with the permission No organization context The signed-in user has no active organization Open the dashboard, create or switch to an organization, then retry Tools do not appear in the agent Client did not complete the MCP handshake Confirm the URL is exactly https://app.proposal.biz/api/mcp with no trailing slash, then restart the client OAuth browser window never opens Client does not support OAuth discovery Switch to the API Key method (Option B) If errors persist, capture the request ID from your client's logs and contact support at [email protected]. 💡 Pro Tip Always run a ping test after connecting or reconnecting to make sure auth and scopes are working before attempting to create any proposals. Next Steps Learn how to connect your Zoho CRM in Connecting Zoho.

Zoho CRM Integration

Overview Connecting Zoho CRM to Proposal.biz allows you to sync your CRM data and create documents directly from inside Zoho CRM. Once connected and installed, you can send proposals, quotes, and other documents to your Zoho contacts without leaving your CRM. [Insert screenshot: Integrations — Zoho CRM card on the Integrations page] Part 1: Connecting Zoho CRM Step 1: Open the Zoho CRM Integration 1. From your Proposal.biz dashboard go to Integrations in the left sidebar 2. Locate the Zoho CRM integration 3. Click Connect to begin the connection process image Step 2: Log In to Zoho 1. You will be taken to the Zoho login screen 2. Verify that your email address is correct 3. Click Next to proceed Step 3: Authorize Proposal.biz to Access Zoho CRM 1. Review the access permissions Proposal.biz is requesting 2. Check the authorization box to grant Proposal.biz access to your Zoho CRM account 3. Click Accept to complete the authorization image Step 4: Confirm Successful Connection After authorization, you will be redirected back to Proposal.biz. Confirm that a success message appears indicating that Zoho CRM is now connected. image Part 2a: Installing the Zoho CRM App After connecting, you need to install the Proposal.biz app inside Zoho CRM so you can create and send documents directly from your CRM. Step 1: Open the Zoho CRM Installation 1. Go to the Integrations page in Proposal.biz 2. Locate the Zoho CRM integration 3. Click Install apps to start the installation process image Step 2: Confirm Installation in Zoho CRM 1. The Zoho CRM install dialog will open 2. Click Install Now to proceed with adding the extension to your Zoho CRM account Step 3: Verify Compatibility After installation, Zoho CRM may display a message about extension compatibility depending on your Zoho CRM edition. Note If Zoho CRM shows an error indicating that the extension is unsupported for your current CRM edition, you will need to upgrade to a compatible Zoho CRM edition to complete the installation. Contact your Zoho account administrator or Proposal.biz support at [email protected] for guidance on compatible editions. Part 2b: Configure Variable Mapping for Zoho CRM After the app is installed and authorized, a new Variable Mapping option becomes available for Zoho CRM. This lets you map Zoho CRM fields to Proposal.biz variables so your documents are automatically populated with the right data. image Step 1: Open Variable Mapping 1. Go to the Zoho CRM integration settings in Proposal.biz 2. Click Variable Mapping 3. You will see three object types available for mapping: - Deal - Contact - Accounts image Step 2: Select an Object and Map Fields 1. Select the object type you want to map: for example Contact 2. Choose a Zoho CRM field you want to map: for example Zoho.email 3. If a corresponding Proposal.biz variable already exists, select it from the dropdown 4. If a corresponding variable does not exist yet, create a new one: - Click Create Variable - Enter a name: for example Client Email - Save the new variable 5. Repeat for all fields you want to map — for example: - Zoho.email → Client Email - Zoho.first_name → Client First Name - Zoho.company → Company Name - And any other fields relevant to your documents image image Step 3: Save Your Mapping 1. After defining and mapping all required variables click Save Mapping 2. Your mappings are now saved and will be used automatically in all future proposals created from Zoho CRM image 💡 Pro Tip Map your most commonly used fields first such as contact email, first name, company name, and deal value. These appear in almost every proposal and will save your team the most time. You can always come back and add more mappings later as your document templates evolve. Part 3: Creating Documents from Zoho CRM Once the app is installed, you can create Proposal.biz documents directly from inside Zoho CRM. Step 1: Open Send with Proposal.biz 1. Open any contact, deal, or record in Zoho CRM 2. Go to the Timeline tab 3. Click the Send with Proposal.biz button to open the document creation popup image Step 2: Choose How to Create Your Document The popup will show you four ways to create a document, the same options available on the Proposal.biz dashboard: - Generate with AI — Describe what you need and let AI build the document for you - Start with a template — Pick a template from the library - Import document — Upload an existing file - Start with blank — Open a clean canvas Select your preferred method to proceed. image Step 3: Configure Recipients 1. Click Select Recipients 2. Choose the relevant Zoho CRM contacts by checking the boxes next to their names 3. Click Add Selected to add them as recipients 4. Click Save Configuration to store your recipient settings image Step 4: Edit in Proposal.biz After saving the configuration, you will be redirected to the Proposal.biz editor where you can: - Edit and finalize your document content - Use the drag-and-drop editor and AI assistant - Customize the theme and layout - Share the document when ready image 💡 Pro Tip Use the Start with a template option when creating documents from Zoho CRM. Combined with your mapped CRM variables, this lets you generate a fully personalized, branded document in seconds without any manual data entry. Part 4: Tracking Documents from Zoho CRM Once your document is shared, you can track its status directly from inside Zoho CRM without needing to switch to Proposal.biz. Tracking Document Status in Zoho CRM After sharing a document, its current status is visible on the contact or deal record in Zoho CRM. You can see at a glance whether a document is: - Draft — Document is still being worked on - Sent — Document has been shared with the recipient - Finished — Document has been completed by the recipient - Expired — Document has passed its expiry date This lets your sales team stay informed about proposal progress without leaving Zoho CRM. 💡 Pro Tip Use document status tracking in Zoho CRM to time your follow-ups. When you see a document move to Sent but stays unopened, follow up with a gentle reminder. When it shows as Finished, move quickly to close the deal. Full Analytics in Proposal.biz For deeper engagement insights beyond status tracking, go to the document's analytics in Proposal.biz. Here you can see a full breakdown of how your recipient is interacting with the document: - Which page the recipient is currently on — See exactly where they are in the document - Time spent on each page — Understand which sections hold their attention and which are being skipped - Total session duration — How long the recipient has been viewing - Completion rate — Whether the recipient has viewed the entire document - CTA clicks — Whether the recipient clicked any call-to-action elements - Device and location — What device and browser the recipient is using, and where they are viewing from image 💡 Pro Tip Pay close attention to the time spent on each page data. If a recipient spends a long time on your pricing page, they are likely evaluating your offer seriously and this is the ideal moment to follow up. If they skip a section entirely, consider whether that content needs to be reworked or removed for future proposals.

Connecting via Plug-in/Connector

Proposal.biz is available on ChatGPT & Claude ,  allowing you to create and manage proposals directly from your AI workspace without switching to Proposal.biz. ChatGPT Plugin Connect Proposal.biz with ChatGPT using the Proposal.biz plugin. Once connected, you can create and manage your proposals directly through ChatGPT. Connect Proposal.biz with ChatGPT Claude Connector Connect Proposal.biz with Claude using the Proposal.biz connector. Once connected, you can create and manage your proposals directly through Claude. Connect Proposal.biz with Claude Ready to get started? Connect Proposal.biz with ChatGPT or Claude today and start creating and managing your proposals directly from your AI assistant.