Integration

MiniCRM + Droposal: Proposals sent automatically from your CRM.

Your itemized quote in MiniCRM becomes a beautiful, interactive Droposal proposal automatically — and you see in real time when your client reads it.

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The integration brings visual polish to your MiniCRM quoting workflow — proposals are created and sent automatically through Droposal, while you track exactly what happens on the client side.

Real-time open tracking

Get notified the instant your client opens the proposal. See how long they read it and which sections held their attention — so you know exactly when to follow up.

Fully automated workflow

Setting the "To Issue" status triggers everything in the background: the Droposal proposal is created, and sent automatically within 15 minutes.

Acceptance reflected in MiniCRM

When a client clicks "Accept" on the proposal page, the status changes to "Accepted" in MiniCRM automatically and a task notification is created for your team.

Sales analytics

The Droposal dashboard shows detailed stats: average acceptance time, open rate, per-proposal engagement. Know exactly what is working.

How does it work?

Once set up, the proposal workflow runs automatically — you just need to build the quote.

Create an itemized quote in MiniCRM

Create a quote in the Proposals product: add items from inventory, set pricing, validity, and payment terms.

Generate and set status

Click the Issue button to generate the quote, then set it to "To Issue" status. From this moment, Droposal takes over.

Droposal proposal created automatically

Within seconds, Droposal creates a professional, branded interactive proposal. The status automatically changes to "Issued".

Auto-send and tracking begins

Within 15 minutes the proposal is automatically sent to the recipient. You see real-time tracking data directly on the deal card in MiniCRM.

Acceptance and feedback

If the client accepts, the status changes automatically in MiniCRM and a task is created. For questions, you receive an instant notification.

Technical requirements

The following MiniCRM products and add-ons are required to enable the integration:

Proposals product (Billing, Business Documents + Inventory Management bundle)
Process customization add-on
Automatic reminders and campaigns add-on
Internal automation add-on
REST API + XML sync add-on and Webhook
Active Droposal subscription

Setting up the integration

First step: get in touch with the Droposal team — we will walk you through the entire setup process.

Check your MiniCRM subscription

In MiniCRM under Settings → Subscription, verify that the required products and add-ons are available.

Prepare your MiniCRM API key

You will need your MiniCRM API key. Create one if it does not exist yet, or use your existing key.

Detailed instructions for managing API keys are in the MiniCRM help center.

Activate the Droposal extension

In the Extensions menu of the Proposals product, activate the Droposal integration extension. This creates the necessary fields, templates, and automations.

Create the required statuses

Using the Process customization option in the Proposals product, create the "To Issue" and "Issued" statuses.

Connect your Droposal account

In Droposal under Settings → Integration → MiniCRM, enter your system ID, API key, and Proposals product ID.

System ID: the numbers after r3.minicrm.hu/ in your browser URL bar.

Register the webhook

Send the webhook URL shown in Droposal, along with your system ID and product ID, to MiniCRM support at [email protected].

Map the fields

In the Proposals product under Field customization, copy the technical names of the Droposal fields and paste them into the Droposal integration settings page.

Stuck on any step? The Droposal team is here to help.

What do our customers say about us?

Thousands of satisfied customers have already chosen Droposal to optimize their sales processes

"I chose Droposal because the team was genuinely friendly, listened to our needs, and responded quickly. A full CRM is still too much for us, and I prefer one tool that handles both sending proposals and tracking them."

Norbert Höflinger

HWD Recycling Ltd.

"I went with Droposal because I work in this space myself and constantly evaluate software that enables process automation. Based on their roadmap, this was the right fit to complement the systems we already use."

Csaba Nagy

Graph Project Solutions

"Quality service requires quality proposals — and the Droposal team delivers exactly that. Time is one of our biggest assets; with Droposal, proposal creation got dramatically faster and the entire sales process became more transparent."

Tibor Tomasóczki

Videózzunk

"Since we started using Droposal for proposals, our acceptance rate has noticeably improved. Proposals are clearer and align better with our clients' needs — which matters a lot in the final decision."

Gábor Enoch

Itex Ltd.

"Now we can easily track where each proposal stands, and the team collaborates much better. We all see the same picture — no misunderstandings, and everyone knows what the next step is."

Róbert Jobbágy

IVE It Team Ltd.

Frequently asked questions

How quickly does the proposal go out after setting "To Issue" status?

Within seconds of setting the status, the Droposal proposal is created and the status changes to "Issued". The proposal is then automatically sent to the recipient within 15 minutes.

Which MiniCRM proposal template should I use?

It does not matter which MiniCRM template you use — the final result always uses the design and branding configured in Droposal.

What happens if a client asks a question on the proposal page?

You receive an instant notification about the question. The status does not change automatically in this case, but the question appears on the deal card.

Can I customize the follow-up reminder messages?

Yes, the automations and email templates created by the extension in MiniCRM can be fully customized to match your follow-up workflow.

What analytics can I see about proposals?

On the Droposal dashboard you can see: when and how many times the client opened the proposal, how long they read it, proposal amount, send date, validity, and acceptance status.

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