Proposify
Create, send, track, sign and close proposals directly within HubSpot.
Krav
HubSpot-plan Fungerar med alla HubSpot-planer Läs mer Behörigheter för HubSpot-konto - Visa de obligatoriska kontobehörigheterna
Proposify prenumeration - Basic, Team, eller Business planer
Översikt
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.
Egenskaper
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.
Appfunktionalitet
Delade data
Contacts | ||
Proposal status changes | ||
Proposals |
Recensioner
4,2
31
4,2
31
- 26 jun 2025
En enda kontaktpunkt för offerter och CRM
Ganska bra hittills, men jag lutar fortfarande åt det hållet
En enda kontaktpunkt
Uppdaterar inte vinnande förslag har vunnits.
Cockerill, T.
- 19 mar 2025
Fungerar inte
Integrationen är fruktansvärd. Vi söker HubSpot inifrån Proposify och en stor mängd företag och kontakter dyker inte upp. Vi skapar sedan en kontakt i Proposify och gör vårt förslag. Affären skickas sedan till HubSpot och en duplikatkontakt skapas. Vi har rapporterat detta flera gånger och gett bevis genom videor. Ingen kan fixa det.
Ingen
Nästan allt
McGrath, N.
Prissättning
Basic
29 US$
/månadSend 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 US$
/månadSend on-brand proposals quickly and close deals.
5 document opens/month
Up to 2 users
Content library
E-signatures
Document analytics
Stripe payments
*Priserna här är endast avsedda som exempel. I priserna ingår inte skatter, incitament, rabatter eller andra prisvariabler. Ta kontakt med partnern för den senaste och mest uppdaterade prisinformationen. HubSpot har inget ansvar för den här prisinformationen, vilken tillhandahålls av våra partner. Priserna uppdaterades senast: 2025-06-04
Nykomlingar
