Zoho CRM Proposal.biz

Proposal.biz for Zoho CRM

Create, send and track proposals, quotes and contracts from your Zoho CRM record. Your contact and deal details fill in automatically.

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Proposal.biz for Zoho CRM

Walkthrough

See Proposal.biz work inside Zoho CRM

Watch how to connect Zoho, map your fields and create your first proposal in Zoho straight from a deal.

Guide card showing four steps to connect Zoho CRM, over a Zoho CRM deal record

How it works

Set up once. Send from any record

Four steps to your first proposal. Then, start every proposal in Zoho CRM. See the setup guide for full instructions.

  1. 01

    Install the app

    A Zoho admin installs Proposal.biz from the Zoho Marketplace.

  2. 02

    Connect your account

    In Proposal.biz, open Integrations → Zoho CRM → Connect, then accept the permissions.

  3. 03

    Map your fields

    Match Zoho fields to Proposal.biz variables. Save the mapping once and reuse it.

  4. 04

    Create your document

    Open a deal, click Create with Proposal.biz, choose recipients and start building.

AI-powered documents

Draft proposals from Zoho CRM

Open a Zoho CRM contact or deal and generate an AI proposal, use industry-specific templates, or import documents.

Start from a blank page if you prefer, then customize the content in Proposal.biz's editor for each client.

Software development agreement drafted in Proposal.biz with a Zoho to Proposal.biz variables panel

CRM data merge

Stop retyping CRM data

Map Zoho CRM deal, contact, and account fields once to Proposal.biz variables, so every new document automatically includes the right names, emails, and company details.

Pricing tables also pull CRM values, keeping figures aligned with deals.

Zoho CRM deal record with the Create a document dialog open

E-signatures

Get proposals signed anywhere

Share one link for clients to review and e-sign proposals on any phone, tablet, or laptop

Each signature records signed status and date, with email confirmations sent to everyone. Document status also updates within Zoho CRM.

Signatures and Acceptance page with the Create Your Signature dialog

Reports and analytics

Know when to follow up

See when a prospect opens your document and which pages hold their attention. Time per page, total reading time, completion rate and CTA clicks are all in Proposal.biz.

Use those signals to time your next call instead of guessing.

Proposal analytics panel showing views, readers and time per page

Also included

More tools in the same workflow

Team collaboration

Work on a document with teammates in real time before it goes to the client.

Professional templates

Start from industry-specific templates and keep every document on brand.

Pricing tables & quotes

Pull pricing from your CRM so quotes match the deal, with no copy and paste.

Contracts in one place

Move from draft to signature to payment in a single workflow.

Why teams use it

Built for people who live in Zoho CRM all day

One window, not five

Start the document where the deal already lives. No switching tabs, no hunting for the right record.

No retyping, no mismatches

Names, emails, companies and prices come from the CRM, so the document always matches the record.

Follow up at the right moment

See when clients open and read, and keep the document status on the Zoho record for the whole team.

Who it is for

Who uses Proposal.biz with Zoho CRM

Sales teams

Send polished proposals and quotes in minutes, then see when each one is opened.

Account managers

Prepare renewals and expansion offers from the account record, with the client details already filled in.

Agencies & consultants

Move from a won deal to a statement of work and a contract using the client data already in Zoho.

Sales operations

Set up field mapping once and give the whole team a repeatable document workflow.

Frequently asked questions

Questions about the Zoho CRM integration

Still stuck? Email [email protected]

It is an extension that works with the Zoho CRM software your team already uses. You create, send and track proposals, quotes and contracts from a deal, so your Zoho proposals stay tied to the right record.
Open a deal and click Create with Proposal.biz at the top of the record. Your documents then appear in a Proposals section on the same record, with their status.
Yes. You connect Zoho CRM from the Integrations page in Proposal.biz. You can start free if you do not have an account yet.
A Zoho admin installs it from the Zoho Marketplace. Once it is installed, your team can use it from their records.
You can map fields from deals, contacts and accounts. We suggest starting with contact email, first name, company name and deal value.
The Proposals section on the record shows each document's status, such as Draft, Sent, Finished or Expired, along with its views. Detailed engagement, such as time per page and completion rate, lives in Proposal.biz.
You will need a compatible Zoho CRM edition. Ask your Zoho administrator or contact us at [email protected].

Resources

Keep exploring

HubSpot, Google and Zoho icons over a Proposal.biz document

Integrations

All integrations

Connect Proposal.biz to the CRM, e-sign, and payment tools your team already uses.

AI Agent prompt for a kitchen remodel proposal next to an interior design proposal template

Use case

Write proposals with AI

Turn a brief into a polished, client-ready proposal in minutes, not hours.

Connect your CRM checklist over a CRM deal record

Guide

Set up your CRM integration

A step-by-step guide to syncing deals, contacts, and proposals with your CRM.

Send your next proposal from Zoho CRM

Install the app from the Zoho Marketplace, connect your account and send in minutes.

Get it on Zoho Marketplace