Freshbooks [video]

test test If you have a Freshbooks account, you can connect it with your Proposify account to create invoices after your proposals has been won.

To get started, go to your account settings, and look under "Integration". Select Freshbooks from the list.

There are only two pieces of information needed, your subdomain and API key. In a new tab, go to your Freshbooks account, copy the domain and paste it into the input box in Proposify (eg: mycompany).

The go to your My Account page in Freshbooks, find your API key and paste it into Proposify.

That's all you need and the accounts are connected!

Once the accounts are connected, you can import your contacts.

Creating an Invoice:

After a proposal has been marked as Won, you can create an invoice in Freshbooks by selecting the Freshbooks button at the top of the Proposal Snapshot page

You can then select a percentage of the proposal to invoice and click Generate Invoice. This will automatically create an invoice in Freshbooks.