# Proposify AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to Proposify in one click via OAuth and helps you send documents for signature and track contracts the way a teammate would. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in Proposify and reports back. Setup takes about two minutes. - Tool: Proposify - Category: Sales & CRM - Connection: One-click OAuth - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/proposify ## What can you ask Viktor to do in Proposify? - "Send this agreement out for signature in Proposify and notify me when it's signed." - "Check Proposify for contracts awaiting signature and send a reminder to whoever's holding it up." - "Find every contract in Proposify renewing in the next 30 days and list them." - "Watch Proposify for a signed document and post it to the deal channel." ## What can Viktor do in Proposify? Viktor works with Proposify through a managed connector to help you send documents for signature and track contracts: describe the task in plain English and Viktor figures out the right Proposify calls, runs the work, and reports back. ## How does Viktor work with Proposify? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect Proposify with one-click OAuth - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Proposify actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a Proposify AI agent? A Proposify AI agent is an AI that connects to your Proposify account and completes work in it - it doesn't just answer questions about Proposify, it takes the actions. Viktor is that agent: an AI employee that works in Proposify on your behalf and delivers the finished result in Slack or Microsoft Teams. Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right Proposify actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About Proposify Proposal Software to Streamline Your Sales Process ## Security and permissions - One-click OAuth - Viktor never sees your password, and you can revoke access at any time. - Review-first approvals: sensitive Proposify actions wait for your sign-off before they run. - Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models. - SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ## FAQ ### Does Viktor integrate with Proposify? Yes. Proposify is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in Proposify from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect Proposify to Viktor? Ask Viktor in Slack or Microsoft Teams to connect Proposify, then approve the one-click OAuth prompt. Viktor never sees your password, handles authentication itself, and starts working right away. Setup takes about two minutes, and you can revoke access at any time. ### What can Viktor do in Proposify? Viktor works with Proposify through a managed connector to help you send documents for signature and track contracts: describe the task in plain English and Viktor figures out the right Proposify calls, runs the work, and reports back with the result in Slack or Microsoft Teams. ### Do I need to build workflows to automate Proposify? No. Viktor isn't a workflow builder - there are no triggers to map and no workflows to maintain. You ask for the outcome in plain English in Slack or Microsoft Teams, and Viktor decides which Proposify actions to take, runs them, and reports back. ### Is my Proposify data secure with Viktor? Yes. Viktor connects to Proposify in one click via OAuth, runs in an isolated environment per team, and never trains models on your data. Sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ### How much does the Proposify integration cost? Nothing extra - every integration, including Proposify, is available on every plan. You can start free with up to $100 in credits, no credit card required; paid plans start at $50/month. ### Can Viktor use Proposify together with my other tools? Yes - that's the point. Viktor connects to 3,200+ tools and works across them in a single run: it can pull data from Proposify, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses Proposify together with - [Slack](https://viktor.com/integrations/slack) - [Gmail](https://viktor.com/integrations/gmail) - [Google Sheets](https://viktor.com/integrations/google-sheets) - [Notion](https://viktor.com/integrations/notion) - [Salesforce](https://viktor.com/integrations/salesforce) - [Stripe](https://viktor.com/integrations/stripe) ## More Sales & CRM integrations - [HubSpot](https://viktor.com/integrations/hubspot) - [Upsales](https://viktor.com/integrations/upsales) - [Keap (Infusionsoft)](https://viktor.com/integrations/keap-infusionsoft) - [Apollo.io (API Key)](https://viktor.com/integrations/apollo-io-api-key) - [Teamgate](https://viktor.com/integrations/teamgate) - [Pipedrive](https://viktor.com/integrations/pipedrive) - [Enrich Layer](https://viktor.com/integrations/enrich-layer) - [Zoom](https://viktor.com/integrations/zoom) ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 3,200+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.