Generate personalized proposals using opportunity data, contacts, and custom fields. Every proposal enriched with your CRM context — automatically.
Authorize Wonit with a single click using secure OAuth. No API keys to manage, no sensitive data to share.
Enterprise-grade security with OAuth 2.0 and data encryption. Your Salesforce data stays protected.
Pick an opportunity in Salesforce. Wonit automatically pulls account details, contact info, deal size, and stage to create a pre-populated proposal.
No more copy-pasting. Your Salesforce data becomes your proposal foundation.
Personalize the proposal and send from Wonit. Salesforce automatically updates with proposal status, open rates, and engagement metrics in real-time.
Your Salesforce pipeline always reflects the latest proposal activity. No manual sync needed.
Keep your pipeline in sync and your sales team moving faster.
Salesforce account data automatically populates proposals. No manual typing, fewer errors.
Proposal activity updates Salesforce automatically. Your pipeline is always up-to-date.
OAuth 2.0 authentication, encrypted data, and strict access controls. Your data stays secure.
Multiple sales teams can create and collaborate on proposals with role-based permissions.
How does the Salesforce integration work?
Can I automatically generate proposals from Salesforce opportunities?
Will proposal updates sync back to Salesforce?
Is the Salesforce integration secure?
Can multiple Salesforce users access Wonit proposals?