Proposify
Create, send, track, sign and close proposals directly within HubSpot.
Requisitos
Plano da HubSpot Funciona com todos os planos da HubSpot Saiba mais Permissões da conta da HubSpot - Ver permissões de conta necessárias
Assinatura Proposify - Basic, Team ou Business planos
Visão geral
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.
Recursos
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.
Funcionalidade do aplicativo
Dados compartilhados
Contacts | ||
Proposal status changes | ||
Proposals |
Avaliações
4,2
31
4,2
31
- 26 de Jun de 2025
Um local único para propostas e CRM
Muito bom até o momento, mas ainda estou inclinado
Loja única
Não atualiza a proposta vencedora que foi conquistada.
Cockerill, T.
- 19 de Mar de 2025
Não funciona
A integração é terrível. Pesquisamos no HubSpot a partir do Proposify e uma grande quantidade de empresas e contatos não aparece. Em seguida, criamos um contato no Proposify e fazemos a nossa proposta. O negócio é então enviado ao HubSpot e um contato duplicado é criado. Já relatamos isso várias vezes e fornecemos provas por meio de vídeos. Ninguém é capaz de consertar isso.
Nenhum
Quase tudo
McGrath, N.
Basic
US$ 29
/mêsSend on-brand proposals quickly and close deals.
5 document opens/month
Up to 2 users
Content library
E-signatures
Document analytics
Stripe payments
Basic
US$ 29
/mêsSend on-brand proposals quickly and close deals.
5 document opens/month
Up to 2 users
Content library
E-signatures
Document analytics
Stripe payments
* O preço aqui é apenas para fins de exibição. Todos os preços não incluem impostos, incentivos, descontos ou outras variáveis de preços. Você deve entrar em contato com o parceiro para obter informações mais atualizadas e precisas. A HubSpot não se responsabiliza por essas informações de preços, que são fornecidas pelos nossos parceiros. Preços atualizados pela última vez: 03/12/2025
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