Build Proposify proposals from any page in one click
Use PixieBrix to customize and automate any tool you already use, right in your browser.
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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 Proposify in the browser
Clip deal and contact data from any CRM, email, or web page directly into a Proposify draft in one click, avoiding copy-paste formatting disasters
Embed contextual client information from Salesforce, HubSpot, or any CRM inside the Proposify tab without switching windows
AI Copilot in the sidebar drafts executive summaries, scope descriptions, and cover letters using page context while you work inside Proposify
Build reusable proposal automation workflows: pre-fill client name, deal value, and scope with one click from the CRM record
Enforce consistent proposal quality with guided templates and pre-populated fields, so there are no more blank sections or manual re-entry
Unlike Zapier or iPaaS integrations, PixieBrix operates in the browser where work happens, giving sales reps instant in-context actions without IT setup
Integrate Proposify with 3000+ apps
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Proposify frustrations that cost your team hours every week
  • Copy-pasting content from CRMs, emails, or web pages into Proposify breaks formatting — extra spaces, lost bullet points, and manual cleanup required
  • No quick way to pull deal or contact data from a CRM into a proposal without navigating away from Proposify
  • Context switching between the CRM, email client, and Proposify to gather client details before drafting
  • Repetitive manual data entry when creating proposals for similar clients or deals — retyping names, scope items, and pricing
  • Inconsistent proposal quality when sales reps fill in sections by hand without guided templates or pre-populated fields
  • No in-browser AI assistance to help draft proposal sections, executive summaries, or personalized cover letters while working inside Proposify

Chat with AI to create your first custom workflow

Draft a concise executive summary for this proposal based on the client name, project scope, and goals visible on this page
Draft Executive Summary
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Extract the contact name, company, deal value, and key requirements from this CRM record and format them for a Proposify proposal
Clip CRM Data
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Write a personalized proposal cover letter addressed to the client on this page, referencing their industry and stated business goals
Personalize Cover Letter
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Based on the project scope described on this page, suggest which of our standard pricing tiers best fits and explain why
Suggest Pricing Tier
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Summarize this Proposify proposal in 3 bullet points for a quick internal handoff to the account manager
Summarize Proposal
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Draft a follow-up email to send after this proposal has been viewed, referencing the proposal title and client name shown on this page
Draft Follow-Up Email
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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.