Harvest + Proposify
Auto-generate Harvest invoices from won proposals.
Connect Harvest and Proposify to create projects and invoices in Harvest from your Proposify proposals.
This integration is built by Proposify and is not supported by Harvest. If you need help, email them.
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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.
Need help getting started?
- Visit Proposify’s Help Center to learn how to set up the integration.
- Visit Proposify’s website to create an account.
- Email Proposify if you have any questions about the integration.
Team-approved time tracking.
Getting your team to track time shouldn’t be a battle. Harvest makes it easy, so you get the insight you need without driving them crazy.
Track time
Flexible time tracking options that work for your workflow.
Get info about your business
Intuitive reports that shed light on your team and projects.
Invoice clients and get paid online
Easy online invoices that help you get paid faster.