Connect Your CRM
Integrate Smart Pricing Table with your CRM to streamline your sales workflow and keep everything in sync.
Easily Connect a Deal to a Proposal
Link your proposals directly to deals in your CRM, and then easily navigate between both systems.
Update Prices Automatically in Your CRM
Update prices automatically with your CRM when you update prices or your customer makes a new selection.
Auto-Update Deal Status
When a proposal is won in Smart Pricing Table, deals automatically update to Closed Won in your CRM.
Get Paid Faster with Stripe
Accept payments directly from your proposals with Stripe. Streamline your payment process and get paid faster.
Seamless QuickBooks Integration
Create invoices and estimates directly in QuickBooks from your proposals. Select a customer, add notes, set payment terms, and include PDFs - all without leaving Smart Pricing Table.
Connect Claude, ChatGPT, or Any AI Agent
Smart Pricing Table runs an MCP server, so your AI assistant can build and manage proposals directly inside your account. It is the difference between a static draft you have to rebuild and a finished, interactive proposal.
Draft a Proposal from a Transcript
Paste a meeting transcript or a few notes and ask your assistant to build the proposal. It drafts the scope, line items, and pricing, then hands you something ready to review.
Work From Your Real Library
Because the agent connects to your account, it builds from your actual templates, reusable line items, and pricing rather than inventing generic filler.
Edit and Manage Without Leaving Chat
Update line items, adjust pricing, and check proposal status straight from Claude or ChatGPT. The result is always a live, interactive proposal your client can sign.
Smart Pricing Table REST API
Access your Smart Pricing Table data programmatically. Manage proposals, automate your workflow, build custom integrations.
Create and Manage Proposals
Programmatically create proposals, update line items, and manage pricing — all from your own systems.
Read Proposal and Pricing Data
Pull proposal statuses, selected options, and pricing totals into your dashboards, reports, or internal tools.
Automate and Build
Connect Smart Pricing Table to any system in your stack. Trigger proposal creation from form submissions, sync data to spreadsheets, or build custom automations.
Coming Soon
We'll be adding new integrations in the near future, including Zapier, which will be available soon.
If you have an integration you're interested in, send us a quick message.