WizardRFP Help Center
Integrations
Connect your favorite tools and services
Seamless Integration
WizardRFP integrates with your existing tools to create a unified proposal workflow. Connect document storage, sync templates, and automate repetitive tasks.
Available Integrations
Google Drive
Sync documents, templates, and export files directly with your Google Drive account
Features:
Microsoft 365
Connect with OneDrive, SharePoint, and Office apps for seamless document management
Features:
Notion
Import knowledge base content and sync proposal data with your Notion workspace
Features:
Setup Guides
Connect Document Providers
Integrate Google Drive, Microsoft 365, and Notion to sync documents and streamline workflows.
OAuth & Security Setup
Configure secure authentication for all your integrated services with proper permissions.
Workflow Automation
Set up automated workflows between WizardRFP and your favorite productivity tools.
Coming Soon
CRM Systems
Connect with Salesforce, HubSpot, and other CRMs for client data integration
Planned features:
Project Management
Integrate with Asana, Monday, and Jira for proposal project tracking
Planned features:
Document Signing
Connect with DocuSign and Adobe Sign for automated contract execution
Planned features:
Integration Benefits
Centralized Workflow
Access all your documents and tools from one central WizardRFP dashboard.
Automatic Syncing
Changes sync automatically between WizardRFP and your connected services.
Enhanced Security
OAuth-based authentication ensures your credentials remain secure.
Time Savings
Eliminate manual file transfers and reduce context switching between apps.
Ready to Connect?
Start by connecting your most-used document provider to streamline your proposal workflow. Setup takes just a few minutes and you'll see immediate productivity benefits.