Build Better Proposals with CRM data from any page
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"PixieBrix has solved one of our hardest operational problems - streamlining communication & product updates across support teams. Tracking and keeping everyone in the loop has yielded better agent performance, customer satisfaction & taken a huge burden off management."

Thatcher Foster

VP, Client Solutions

Top reasons to automate Better Proposals in the browser
Create a Better Proposals draft pre-filled with client name, scope, and pricing data pulled from your CRM, no copy-paste required
AI Copilot can draft proposal sections (executive summary, scope of work, pricing rationale) using context from the client's webpage or RFP
Clip a prospect's website or brief into a Better Proposals template in one click so the writer starts with relevant context, not a blank page
Unlike Zapier, PixieBrix works in the browser where proposals are built. Client data flows in from the live CRM page in real time.
Overlay a proposal-assembly panel on any CRM or project management tool so sales reps never leave their workflow to start a new proposal
Track proposal status across Better Proposals and update your CRM in one click without switching apps
Integrate Better Proposals with 3000+ apps
Featured
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Datadog monitors infrastructure, applications, logs, metrics, and performance.
Microsoft Teams enables chat, meetings, and team collaboration.
Slack is the central hub for team communication and collaboration.
Google Drive is Google’s cloud-based file storage and collaboration platform that allows individuals and teams to securely store, access, and co-edit documents, spreadsheets, and files from any device.
Freshdesk manages customer support tickets, SLAs, and conversations.
Intercom manages customer conversations across chat, email, and messaging.

Don’t see the integration you’re looking for? Check out our popular integrations.

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Better Proposals frustrations that cost your team hours every week
  • Sales reps manually copy-paste client name, budget, scope, and contact details from CRM records into Better Proposals templates
  • Context switching between a CRM, project management tool, and Better Proposals to gather all the information needed to write a proposal
  • Repetitive formatting work when creating multiple proposals with similar structures for different clients
  • No quick way to clip a client's website, brief, or RFP page and use it as the starting point for a new Better Proposals draft
  • Tracking which proposals have been sent, viewed, and signed requires switching between Better Proposals and a CRM or spreadsheet

Chat with AI to create your first custom workflow

Using the client details and project scope on this page, draft an executive summary and scope of work for a Better Proposals template
Draft Proposal
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Extract the client name, company, budget, and key requirements from this CRM record and format them as Better Proposals input fields
Pre-Fill from CRM
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Summarize the client's brief or RFP on this page into the key sections I need to address in my Better Proposals response
Clip Client Brief
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Based on the project scope visible on this page, draft a pricing section with line items and a total for my Better Proposals template
Write Pricing Section
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Based on this Better Proposals status page, draft a polite follow-up email to a prospect who viewed but hasn't signed yet
Proposal Follow-Up
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Summarize why our solution is a better fit than competitors based on the prospect's requirements visible on this page
Competitive Summary
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Frequently Asked Questions

PixieBrix is designed for teams that want to move faster without heavy engineering effort. It is commonly used by support teams, operations teams, product teams, and technical teams who need to connect tools, reduce manual work, and ensure the right information reaches the right people at the right time.

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PixieBrix is a browser-based automation platform that lets you customize how the tools you already use work together. It allows teams to add context, automate workflows, and create guided experiences across apps like support tools, internal dashboards, and SaaS products without building or maintaining custom integrations.

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PixieBrix works by layering automation directly into the browser. It can read data from the page you are viewing, connect to APIs, and trigger actions like sending messages, filling forms, or enriching data in real time. This lets teams automate workflows exactly where work is already happening.

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2026 PixieBrix, Inc.