Connect Your
Proposal Workflow
Use APIs, webhooks, and exports to connect Proposal Forge with calendars, CRMs, storage, and internal systems.
Notifications & Collaboration
Keep proposal teams aligned across channels
Chat Notifications
Send proposal updates to team channels and keep everyone informed.
- New RFP upload alerts
- Deadline reminders
- Approval requests
- Section assignments
Email & In-app Alerts
Stay on top of activity with configurable alerts and digests.
- Daily or weekly summaries
- Comment notifications
- Mentions and approval status
Calendars & Deadlines
Keep due dates and milestones aligned
Calendar Sync
Sync proposal deadlines and milestones to team calendars.
- Auto-sync due dates
- Milestone tracking
ICS Export
Export proposal schedules to any calendar platform.
- Universal format
- Subscription links
Deadline Alerts
Configure reminders for key submission milestones.
- Custom reminder windows
- Owner notifications
CRM & Pipeline
Connect opportunity context to proposal work
CRM Sync
Sync accounts, contacts, and opportunities for consistent proposal metadata.
- Opportunity context
- Contact and account data
- Proposal status updates
Pipeline Reporting
Bring proposal outcomes back into your pipeline reporting.
- Outcome tracking
- Stage and value updates
- Custom fields mapping
Storage & Exports
Move documents and assets securely
Secure Uploads
Controlled accessAsset Library
Versioned contentExports
Proposal packagesDocument Handoff
Links and exportsStorage Integration Features
- Import documents directly
- Export proposals to secure storage
- Folder-based organization
- Controlled sharing
- Version history
- Export-ready formats
API & Custom Integrations
Build custom integrations with our API Access and webhooks.
API Access
Access proposals, assets, RFPs, and analytics through documented endpoints.
Webhooks
Receive real-time event notifications for proposal updates, approvals, and more.
OAuth 2.0
Secure authentication for third-party applications with scoped permissions.
Webhook Events
Automate Internal Workflows
Use webhooks, scheduled exports, and notifications to connect Proposal Forge to internal tools.
Create proposals from CRM events
Automatically start a proposal when an opportunity reaches a defined stage.
Sync outcomes to reporting
Send outcomes to your analytics or reporting systems.
Notify stakeholders
Trigger updates for approvals, deadlines, and milestones.
Ready to Connect Your Tools?
Request access and connect Proposal Forge with your existing workflow.