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Propal helps you create, publish, and track proposals, then connect that workflow to your CRM, billing tools, and internal systems. Use this documentation to get started quickly, understand the public API, and configure the integrations available in your workspace.

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Start here

Quickstart

Make your first API call and create a proposal in a few minutes.

API introduction

Understand the API structure, available resources, and core principles.

Integrations

Connect Propal with HubSpot, Stripe, and other tools in your workflow.

SDKs and libraries

Explore client libraries, examples, and implementation resources.

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Common workflows

Create proposals from your CRM

Generate proposals from your pipeline and keep your sales process aligned.

Sync contacts

Keep leads and customer data in sync between Propal and your CRM.

Automate reporting

Pull metrics programmatically to feed dashboards and internal reporting.

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Getting set up

1

Create your workspace

Sign in to Propal and configure your organization before inviting your team.
2

Generate an API key

Create a scoped key from your dashboard to authenticate your first requests.
3

Connect your tools

Set up integrations or build on top of the API depending on your workflow.
Need help with your setup? Contact us at contact@propal.io or visit propal.io.