Proposify
Create, send, track, sign and close proposals directly within HubSpot.
必要な条件
HubSpotエディション 全てのHubSpotエディションに対応 もっと詳しく HubSpotアカウント権限 - 必要なアカウント権限を表示
Proposifyの契約内容 - プラン：Basic、またはTeam、またはBusiness
概要
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.
機能
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.
アプリ機能
共有されるデータ
Contacts | ||
Proposal status changes | ||
Proposals |
確認
4.2
31
4.2
31
- 2025年6月26日
提案とCRMのワンストップショップ
今のところかなりいい。
ワン・ストップ・ショップ
プロポーズに勝利しても更新されない。
Cockerill, T.
- 2025年3月19日
機能しない
統合は最悪です。Proposifyの中からHubSpotを検索しても、大量の企業とコンタクトが表示されません。その後、Proposifyでコンタクトを作成し、提案を行います。案件はHubSpotに送信され、重複したコンタクトが作成されます。私たちはこのことを何度も報告し、ビデオで証拠を提出しました。誰も修正できません。
なし
ほとんどすべて
McGrath, N.
価格
Basic
$29
／月Send 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
／月Send on-brand proposals quickly and close deals.
5 document opens/month
Up to 2 users
Content library
E-signatures
Document analytics
Stripe payments
* こちらの価格は参考表示価格です。どの価格にも税、インセンティブ、値引など、価格に関する変動要素は含まれていません。価格に関する正確な最新情報については、この提供元パートナーまでお問い合わせください。HubSpotは、パートナー各社が提供する価格情報について一切の責任を負わないものとします。価格の最終更新：2025/06/04
新着
