Ardovo + Proposify integration
Connect Ardovo to Proposify so your documents and esignature work and your revenue data stay in one place. Designed proposals built from live deal data.
- Minutes Time to connect
- Two-way Sync direction
- No code Setup effort
Short answer
The Ardovo + Proposify integration builds proposals from the deal. Client and line-item data prefill, view and signature activity track on the timeline, and an accepted proposal advances the deal with the document attached. Reps send designed proposals without copying pipeline data by hand.
What flows between Ardovo and Proposify
Proposals from the deal
Client and line-item fields prefill from the Ardovo deal.
View and sign tracking
Opens, time on page, and signatures sync to the deal timeline.
Advance on acceptance
An accepted proposal moves the deal and attaches the document.
Setting up the Ardovo + Proposify integration
Connect in one click
Open Ardovo Settings, go to Integrations, find Proposify, and click Connect. Authorize the connection with OAuth or an API key.
Choose what syncs
Pick which records and events sync between Ardovo and Proposify, and set the direction to one-way or two-way.
Map your fields
Match Proposify fields to Ardovo fields once. Rook suggests the mapping so most teams accept the defaults and move on.
Turn it on
Rook backfills recent history, then keeps both sides current. You can pause, edit, or audit the sync anytime.
How the Ardovo + Proposify integration works
Ardovo connects to Proposify through its API and maps deal fields to proposal variables. Proposals generate from a template, engagement and signature events sync to the deal, and acceptance can trigger a stage change.
- Ardovo to Proposify: proposals prefilled from the deal
- Proposify to Ardovo: view and signature status plus accepted document
- Both ways: deal advance on acceptance
Frequently asked questions
Does Proposify pull my deal line items?
Yes. Deal and quote line items map into proposal variables, so pricing and terms build from the deal automatically.
Can I see proposal engagement in Ardovo?
Yes. Opens, time-on-section, and signature events sync to the deal timeline, so reps know when interest is highest.
How do I connect Proposify to Ardovo, and is it secure?
Open Ardovo Settings, go to Integrations, find Proposify, and click Connect. Authorize with OAuth or an API key, choose what syncs and in which direction, and Rook backfills history and keeps both sides current. Setup takes minutes, needs no code, and every change is written to the Ardovo audit log.