Overview of Proposify

Proposify is a leading proposal software that helps you design and manage business proposals efficiently. It streamlines the entire proposal process from creation to e-signature, making it easier for sales teams to close deals faster. With customizable templates, real-time notifications, and insightful analytics, Proposify has become a must-have tool for businesses looking to elevate their proposal game.

Enhancing Proposify with ID Verification

Integrating IdentityCheck with Proposify can significantly enhance the security of your proposal process. Whether you need to verify the identities of new clients, partners, or employees, adding an ID verification step can help you ensure that your proposals are being signed by the right individuals. This can be particularly useful for businesses in regulated industries that require stringent security protocols. Use cases include:

• Ensuring the authenticity of new client engagements.
• Verifying the identities of signatories to prevent fraud.
• Streamlining compliance and due diligence processes.

Setting Up IdentityCheck Integration with Proposify

Follow these steps to integrate IdentityCheck with Proposify using Zapier:

1. Sign up for accounts on both IdentityCheck and Zapier.
2. Log in to your Zapier account and navigate to the Proposify Integrations page.
3. Click on “Connect a New Account” and select Proposify as your trigger app.
4. Choose the appropriate Proposify trigger, such as “New Proposal Sent” or “Proposal Viewed.”
5. Select IdentityCheck as the action app and choose the required action, such as “Verify ID.”
6. Follow the on-screen prompts to authorize connections to both Proposify and IdentityCheck accounts.
7. Complete the integration by setting up the data mappings between Proposify and IdentityCheck.
8. Test the integration to ensure everything is working as expected.

How to Use ID Verification in Proposify

After successfully setting up the IdentityCheck integration with Proposify, you can start using ID verification within your proposal workflow:

1. Create or open a proposal within Proposify.
2. When you reach the stage of sending the proposal, your Zapier integration will trigger IdentityCheck to start the ID verification process.
3. The recipient of the proposal will receive an additional step to verify their identity via IdentityCheck.
4. Once the recipient completes the ID verification, the result will be sent back to Proposify, confirming the authenticity of the signatory.
5. You can view the verification status within the proposal details in Proposify to ensure that everything is in order before proceeding to the next steps.

By integrating IdentityCheck with Proposify, you can add a crucial layer of security and compliance to your proposal processes, helping you build trust and efficiency in your business dealings.