Create & send proposals from any deal or contact

Easily create and send professional proposals from any HubSpot deal or contact in just a few clicks. Prospero pulls in your HubSpot data so you can instantly generate personalized proposals, contracts, and quotes without re-entering information

View all your proposals and their details directly in HubSpot

Keep everything in one place by viewing all your proposals and their details directly inside HubSpot. No more switching between platforms - see proposal status, quote, and key details without leaving your CRM. This makes it easier to track progress, stay organized, and follow up with the right context at the right time.

Personalize proposals with contact and deal variables

Automatically personalize your Prospero proposals using HubSpot contact and deal data. Instantly insert client names, company details, deal amounts, and other dynamic variables directly from HubSpot into your proposal templates - saving time and ensuring accuracy across every document.

Track when and for how long your proposal has been viewed

Gain full visibility into how prospects engage with your proposals. Track exactly when a proposal is opened, how many times, for how long, and even see the IP address and whether it was opened on mobile or desktop. These insights help you understand buyer interest, prioritize follow-ups, and take action at the perfect moment to move deals forward.

Get your proposals eSigned and collect payments seamlessly

Close deals faster by making it easy for clients to sign and pay - all in one flow. Prospero lets you send proposals that can be eSigned instantly, with the flexibility to type, upload, or draw a signature. You can also collect payments securely within the same document, eliminating the need for back-and-forth and separate invoicing.

Save time by using templates and content library

Save time with Prospero’s professionally designed templates, AI assistant, and rich content library. Quickly build proposals, customize layouts, and save sections or templates for future use - making it easy to create polished, consistent, and high-converting proposals in minutes.