Connect your Microsoft SharePoint site to Proposal Connect so your team can sync proposal documents between both platforms. The setup takes about two minutes.
Before you start
- 1 A Proposal Connect account with Admin or Manager role
- 2 A Microsoft 365 account with SharePoint Online access
- 3 Contribute permissions (or higher) on the target SharePoint site
Open Third Party Integrations
Click Settings in the sidebar, then select the Third Party Integrations tab.
Click Connect SharePoint
Find the Microsoft SharePoint card and click Connect SharePoint.
Enter Your Microsoft SharePoint Credentials
Enter your SharePoint Tenant ID, Client ID, and Client Secret. Click Update.
Select Your SharePoint Site
Pick the SharePoint site you want to connect. Only sites where you have Contribute access or higher are listed.
You're Connected
That's it. The dashboard shows your connection status. You can sync documents, change settings, or disconnect at any time.
For IT Admins: Approving the App
If your organization restricts third-party apps, an admin must grant consent:
- Open the Azure AD admin center → Enterprise Applications
- Search for Proposal Connect
- Click Grant admin consent
After approval, users can connect SharePoint without the "Need admin approval" prompt.
