Proposify
Create, send, track, sign and close proposals directly within HubSpot.
Requisiti
Piano HubSpot Funziona con tutti i piani HubSpot Scopri di più Autorizzazioni dell'account HubSpot - Visualizza le autorizzazioni dell'account richieste
Abbonamento Proposify - Piani Basic, Team o Business
Panoramica
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.
Funzionalità
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.
Funzionalità dell'app
Dati condivisi
Contacts | ||
Proposal status changes | ||
Proposals |
Recensioni
4,2
31
4,2
31
- 26 giu 2025
Uno sportello unico per proposte e CRM
Finora abbastanza bene, ma ancora in bilico
Uno sportello unico
Non aggiorna la proposta di vittoria che è stata vinta.
Cockerill, T.
- 19 mar 2025
Non funziona
L'integrazione è terribile. Se facciamo una ricerca su HubSpot dall'interno di Proposify, un gran numero di aziende e di contatti non vengono visualizzati. Creiamo quindi un contatto in Proposify e facciamo la nostra proposta. L'accordo viene poi inviato a HubSpot e viene creato un contatto duplicato. Abbiamo segnalato questo problema più volte e ne abbiamo fornito la prova attraverso dei video. Nessuno è in grado di risolvere il problema.
Nessuno
Quasi tutto
McGrath, N.
Basic
29 USD
/meseSend 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 USD
/meseSend on-brand proposals quickly and close deals.
5 document opens/month
Up to 2 users
Content library
E-signatures
Document analytics
Stripe payments
* I prezzi riportati sono a scopo informativo. I prezzi non includono tasse, incentivi, sconti o altre variabili. Contatta il partner per ricevere il tariffario aggiornato. HubSpot declina qualsiasi responsabilità circa le informazioni di prezzo fornite dai propri partner. Ultimo aggiornamento tariffario: 04/06/2025
Maggiori informazioni
Creazione di - Proposify
Installazioni - 1.300 installazioni
Categorie Lingue in cui è disponibile questa app Inglese
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