Integrations

Connect pro-posal.io with your existing tools.

pro-posal.io integrates with the tools you already use, so you can pull data directly into your proposals without switching between platforms.

Current RMS

Search CRM opportunities, link proposals, and pull quotation groups directly into your Quote section.

Stripe Connect

Collect deposits or full payment through your proposals. Coming soon.

Current RMS

Current RMS is a rental management system popular with AV and events companies. Connecting it to pro-posal.io lets you pull CRM data and quotation pricing directly into your proposals.

Setting up the connection

Go to Settings > Integrations and enter your Current RMS API key and subdomain. Once saved, the connection is active and available across all proposals in your account.

Searching for opportunities

When creating a new proposal, you can search for CRM opportunities by client name. Select an opportunity to link it to your proposal. This association is stored so you can track which proposals relate to which CRM records.

Pulling quotation groups

The real power of the integration is the quotation pull. From any Quote section in the editor, you can pull groups directly from the linked CRM opportunity. This imports your group-level pricing into the proposal in seconds.

The pull imports group-level pricing only. Individual line items within groups are not pulled from Current RMS. Structure your CRM quotations in groups for best results.

How it works in practice

Create a proposal and link it to a CRM opportunity
Add a Quote section to your proposal
Click the pull button to import quotation groups from Current RMS
Groups appear in your Quote section with names and totals
Edit, reorder, or supplement the pulled data as needed

What happens when a client accepts

If a proposal is linked to a Current RMS opportunity, accepting it adds a dated note to that opportunity's internal description: when it was accepted, who by, which optional extras the client chose, and the accepted total. Nothing your team wrote in that field is overwritten, the note is added underneath. The customer-facing description is never touched.

Two settings control this, both in Settings > Integrations:

Read only (off by default). Turn it on and pro-posal.io will only ever read from Current RMS. This is the single switch that stops all writing.
Convert to an order when a proposal is accepted (off by default). Turn it on and the linked opportunity is moved on to Order automatically, the same step you would take by hand.

An order is a confirmed booking in Current RMS and can reserve stock. pro-posal.io cannot undo a conversion, so if a proposal is accepted by mistake you will need to change the opportunity back in Current RMS yourself. That is why the setting is off until you choose it.

The API key you saved needs write permission in Current RMS for the acceptance note. If it is a read-only key, the pull still works and the acceptance details dialog on the proposal will tell you the write was refused, with a retry button once you have updated the key.

Connect Current RMS to save time on quotations. The pull feature imports your group pricing in seconds, so you can focus on the presentation rather than re-entering numbers.

Stripe Connect

Stripe Connect integration is coming soon. Once available, it will allow you to collect deposits or full payment directly through your proposals. Clients will be able to pay when they accept a proposal, with funds going straight to your Stripe account.

Stripe Connect is not yet available. Check back for updates, or contact support to be notified when it launches.