AI Agent Integration for Proposify
Automatically generate and post daily summaries of open and closed Proposify proposals directly in your team’s Slack channel. Enhance your Proposify workflows with AI-powered automation in Slack, Teams, and Discord.
Proposify is a leading proposal management platform, helping sales teams create stunning proposals, secure faster approvals, and close deals with confidence. But when sales cycles require lightning-fast team collaboration and instant access to the latest metrics, switching between tools can stall momentum. That’s where Runbear’s AI agent transforms the game: by bringing Proposify’s data and workflows right into your team’s Slack, Microsoft Teams, or Discord workspace. Imagine instantly querying proposal status, scheduling analytics reports, or collaborating on reviews—all from a simple chat with your AI-powered teammate. Here’s how Runbear supercharges your Proposify workflows.
About Proposify
Proposify is a powerful cloud-based proposal management platform designed for sales teams who want to streamline and modernize their sales proposal creation, tracking, and approval processes. With Proposify, teams work from customizable templates, collect secure e-signatures, and access granular analytics that track prospect engagement. Deep CRM integrations ensure proposals and contacts remain in sync, while features like interactive quoting personalize deals for each client. Proposify’s dashboards and process automations help businesses improve close rates, reduce errors, and create an exceptional client experience throughout the sales lifecycle. Both SMB and enterprise sales teams rely on Proposify to manage their proposal workflows efficiently and collaboratively.
The platform is especially popular with B2B sales teams, agencies, SaaS vendors, consulting firms, and any organization looking to professionalize and accelerate their document-based sales process.
Use Cases in Practice
When you combine Proposify with a Runbear AI agent, your team doesn’t just save time—it revolutionizes every stage of the proposal process. Let’s break down four practical use cases you can deploy today to unlock hands-free reporting, real-time insights, and effortless collaboration.
Take daily pipeline management: Instead of logging into Proposify every morning, your AI agent posts a Slack summary showing open, closed, and high-priority proposals. Need specific numbers? Any team member can simply ask, “How many proposals were accepted this month?” and get instant AI-powered insights without leaving chat. For cross-functional reviews, the agent can fetch and summarize any proposal—enabling teammates to annotate or discuss feedback right in the thread, much like our approach to saving and organizing Slack discussions as Google Docs. Finally, your sales leadership doesn’t need to chase analytics—automated, chart-rich reports arrive on a schedule, ensuring everyone stays aligned on targets and progress. These capabilities drive seamless collaboration, boost team productivity, and turn your team chat into the true command center for all things Proposify.
Proposify vs Proposify + AI Agent: Key Differences
Integrating Proposify with Runbear’s AI agent fundamentally transforms how teams interact with proposal data and automate processes. Instead of siloed, manual workflows, teams gain instant access to insights, hands-free reporting, and interactive analytics right inside their chat tools, boosting productivity and collaboration. Here’s how core capabilities compare between using Proposify alone vs. leveraging an AI agent with Runbear:
Implementation Considerations
To maximize the Runbear + Proposify integration, teams should prepare for a few key considerations. Start by ensuring your Proposify admin connects the platform to Runbear and defines appropriate permission scopes. Some team training may be needed to orient users to AI agent commands and scheduled prompts—in particular, to get the most out of natural-language queries for proposal analytics. Organizations will also want to plan for change management around team communication: keeping feedback and approvals in Slack or Teams channels streamlines workflow, but requires clear expectations and data governance protocols. Evaluate costs against anticipated time savings—automating reporting, analytics, and cross-functional reviews can free up significant bandwidth, especially for larger teams. Finally, make sure your security team is comfortable with Runbear’s SOC 2 compliance and that data flows are monitored according to your organization’s policies.
Get Started Today
AI agents are redefining how teams access, understand, and act on sales data. By integrating Proposify with Runbear, your team gets a powerful AI-powered collaborator—one that brings proposal management, reporting, and live analytics directly into your favorite chat workspace. The end result: fewer clicks, fewer missed updates, and a smarter, more responsive sales engine. Ready to see how AI-driven proposal workflows can transform your team? Try the Runbear + Proposify integration today, and move your deals forward at AI speed.