Proposify
Create, send, track, sign and close proposals directly within HubSpot.
Requisitos
Plan de HubSpot Funciona con todos los planes de HubSpot Más información Permisos de cuenta de HubSpot - Ver los permisos de cuenta requeridos
Suscripción: Proposify - Suscripciones: Basic, Team o Business
Vista general
1/5
Meet Your Deal-Closing Dream Team
Deliver proposals smarter and close deals faster by unlocking an entire proposal editor right in HubSpot.
Integrate HubSpot + Proposify to create, edit, send, and track your proposals and other sales documents without ever leaving your CRM. Share contacts between Proposify and HubSpot, link proposals to deals, and get live proposal updates straight to your HubSpot timeline.
Based on hundreds of user reviews, G2 has recognized Proposify as the leader and high-performer in the Proposal, Contract management, Document Generation, CPQ and E-Signature software categories.
Meet Your Deal-Closing Dream Team
Deliver proposals smarter and close deals faster with full proposal automation and proposal template editor, right in HubSpot.
Create Consistent, On-Brand Proposals
With the HubSpot + Proposify integration, create, edit, send, track , and close proposals and other sales documents seamlessly within your CRM. Sync contacts between Proposify and HubSpot, link each proposal to specific deals, and access real-time updates on your HubSpot timeline, ensuring better control and efficiency.
Speed Up Your Sales Process with Automation Proposify’s proposal automation capabilities allow sales and marketing teams to streamline workflows, reduce manual work, and maintain brand consistency across every proposal. Our proposal templates make it simple to create professional proposals faster, helping your team close deals quicker with fewer errors.
Gain Real-Time Proposal Insights Get detailed analytics on proposal performance, including viewing times, engagement levels, and follow-up opportunities. Stay informed with live proposal updates on your HubSpot timeline to help you tailor your approach and improve close rates.
Recognized Leader in Proposal Software Based on hundreds of user reviews, Proposify has been named a leader by G2 in proposal software, contract management, document generation, CPQ, and e-signature categories. Empower your sales team with Proposify’s proposal automation to create winning proposals, make data-driven improvements, and close deals more efficiently—all within HubSpot.
Características
Create, Edit, and Track Proposals Directly in HubSpot
Easily create and edit proposals right from your HubSpot deal page. Whether linking existing proposals or creating new ones, this seamless integration lets you manage proposal templates and manage your proposal process without leaving HubSpot.
Link Deals to Proposals and Documents in Proposify
The Proposify and HubSpot integration enables linking each proposal or sales document to specific HubSpot deals. This feature syncs essential proposal details like due dates, values, contacts, and activity between Proposify and HubSpot, ensuring accurate, real-time updates for your entire sales team.
Funcionalidad de la aplicación
Datos compartidos
Contacts | ||
Proposal status changes | ||
Proposals |
Valoraciones
4,2
31
4,2
31
- 26 de jun. de 2025
Ventanilla única para propuestas y CRM
Bastante bien hasta ahora, todavía se inclina
Ventanilla única
No actualiza la propuesta ganada.
Cockerill, T.
- 19 de mar. de 2025
No funciona
La integración es terrible. Buscamos en HubSpot desde dentro de Proposify y una gran cantidad de empresas y contactos no aparecen. Entonces creamos un contacto en Proposify y hacemos nuestra propuesta. El acuerdo se envía a HubSpot y se crea un contacto duplicado. Lo hemos reportado varias veces y aportado pruebas a través de vídeos. Nadie es capaz de solucionarlo.
Ninguno
Casi todo
McGrath, N.
Basic
29 US$
/mesSend on-brand proposals quickly and close deals.
5 document opens/month
Up to 2 users
Content library
E-signatures
Document analytics
Stripe payments
Basic
29 US$
/mesSend on-brand proposals quickly and close deals.
5 document opens/month
Up to 2 users
Content library
E-signatures
Document analytics
Stripe payments
* El precio que aparece aquí es solo para fines de visualización. Los precios no incluyen impuestos, incentivos, descuentos u otras variables. Debes comunicarte con nuestro partner para obtener la información de precios más actualizada y correcta. HubSpot no se hace responsable de los precios que proporcionan nuestros partners. Precios actualizados por última vez: 04/06/2025
Más información
Desarrollado por - Proposify
Instalaciones - 1K instalaciones
Categorías Idiomas en los que está disponible esta aplicación Inglés
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