Harvest + Proposify
Auto-generate Harvest invoices from won proposals.
Close more deals and get paid faster with Harvest + Proposify! Use Proposify to create and send beautiful proposals, then track their progress all the way to close. Once your client signs off, automatically create projects and generate invoices in Harvest.
Harness the full power of your Harvest + Proposify integration to:
- Import all of your contacts from Proposify into Harvest.
- Create a Harvest project from your proposal without leaving Proposify.
- Automatically generate a Harvest invoice from your proposal pricing table once your client accepts.
- Choose the exact percentage of that proposal total to be invoiced.
- Set an invoice due date.
- Easily invite team members to your Harvest projects and add notes to your invoices.