Proposify
Create, send, track, sign and close proposals directly within HubSpot.
Requirements
HubSpot Plan Works with all HubSpot plans Learn more HubSpot Account permissions - View the required account permissions
Proposify Subscription - Basic, Team, or Business plans
Overview
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.
Features
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.
App Functionality
Shared Data
Contacts | ||
Proposal status changes | ||
Proposals |
Reviews
4.2
31
4.2
31
- Jun 26, 2025
One stop shop for proposals and CRM
Pretty good so far, still leaning
One stop shop
Doesn't update win proposal has been won.
Cockerill, T.
- Mar 19, 2025
Doesn’t work
The integration is terrible. We search HubSpot from inside Proposify and a large amount of companies and contacts don’t show up. We then create a contact in Proposify and do our proposal. The deal is then sent to HubSpot and a duplicate contact is created. We have reported this several times and provided proof through videos. Nobody is able to fix it.
None
Almost everything
McGrath, N.
Pricing
Basic
$29
/monthSend 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
/monthSend on-brand proposals quickly and close deals.
5 document opens/month
Up to 2 users
Content library
E-signatures
Document analytics
Stripe payments
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 12/03/2025
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