Proposify is a cloud-based proposal management platform that helps businesses create, send, and track professional proposals efficiently.
Enhance your proposal workflows with AI agents that can automate creation, analyze performance, and optimize client engagement.
Proposify streamlines proposal creation and management with powerful templates and tracking. Relevance AI enhances this with intelligent AI agents that can automate proposal generation, analyze engagement data, and drive better outcomes.
Dynamic Proposal Customization
The agent tailors proposals in real-time based on client data and preferences.
Proactive Engagement Insights
The agent tracks client interactions and alerts teams for timely follow-ups.
Data-Driven Strategy Refinement
The agent analyzes proposal performance to identify trends and improvement areas.
Relevance AI gives you access to Proposify's proposal management capabilities within your automated workflows and AI agents.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Proposify account
- A Relevance AI account with access to your projects
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration uses secure OAuth authentication, ensuring only authorized workflows access your Proposify data. Relevance AI handles API operations through Proposify's connect API—managing document creation, updates, and tracking while automatically handling authentication and request formatting.
Built-in validation ensures your proposals and workflows run smoothly, with automatic data type conversion and error handling.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
Best Practices for Non-Technical Users
To get the most out of the Proposify + Relevance AI integration without writing code:
- Organize your proposals: Maintain clear document structures and consistent naming conventions.
- Use API endpoints wisely: Choose the appropriate HTTP methods for your specific proposal management needs.
- Authenticate properly: Ensure OAuth credentials are correctly configured and permissions are set.
- Monitor responses: Check status codes and response bodies to verify successful API interactions.
- Handle data carefully: Validate proposal data before sending and implement error handling for API calls.
