要求
HubSpot 计划 HubSpot 帐户权限 - 查看必要帐户权限
访问类型 Shared Proposales 订阅 - Standard、Premium或Volume 计划
概览
1/1 - Proposales
Use HubSpot and Proposales together. The easiest way to send interactive proposals, while keeping everything up to date in the CRM.
Proposales will store the deal ID in the proposal data, in order to update the stages in the pipeline on send/accept/reject.
This connectivity allows you to build a modern sales funnel for you B2B or B2C business. Collect leads into HubSpot, send proposals in Proposales, and follow up the deal values and attribution data right inside HubSpot.
功能
Create a proposal from an existing HubSpot deal
Create a proposal via the "Actions" button in the Proposales panel, next to the deal. Pick one of your proposal templates, or create a new proposal from scratch.
The proposal will automatically be connected to the deal
A proposal draft will show up in the Proposales panel, so that you can quickly navigate to it by clicking the link to the draft in Proposales. The recipient will automatically be added from the Contact person (and company) associated with the deal in HubSpot.
Link to the HubSpot deal from Proposales
There is a always a link in Proposales back to the HubSpot deal.
应用程序功能
共享数据
Companies | ||
Proposal status | ||
Proposals | ||
Recipients | ||
Recipients |
评论
- 2023年7月19日
只需点击一下，即可提出现代提案！
这是一种非常简单和现代化的方式，可发送交互式电子建议书，这些建议书看起来令人惊叹，并在通过 Proposales 进行电子签名后变成具有法律约束力的合同。连接性确保了使用的便捷性，并在签署或丢失时自动更新 HS 中的交易。
只需在 HS 中点击一下，即可向潜在客户发送报价，当客户在 Proposales 中电子签名报价时，Proposales 会将报价转化为具有法律约束力的合同，然后自动更新 HubSpot 中的交易。
直接从 HubSpot 创建在线和现代外观的提案。包括电子签名，并在签署或遗失时自动更新交易。
Doevendans, J.
科技：软件 - 11 到 25 个员工
定价
Standard
€179
/月All you need to send interactive proposals
Build (Create interactive proposals in seconds)
Edit (Edit in a sent proposal, replace back and forth)
eSign (Unlimited legally binding e-signatures)
Upsell (Add upselling items directly in the proposal)
Collect (Web form for invoicing details when accepting)
Multi-Language (Easy language management for all your content)
Insights (Replace guesswork with actionable insights)
Standard
€179
/月All you need to send interactive proposals
Build (Create interactive proposals in seconds)
Edit (Edit in a sent proposal, replace back and forth)
eSign (Unlimited legally binding e-signatures)
Upsell (Add upselling items directly in the proposal)
Collect (Web form for invoicing details when accepting)
Multi-Language (Easy language management for all your content)
Insights (Replace guesswork with actionable insights)
* 此处的定价仅供展示。所有价格均不包含税、奖励、折扣或其他定价变量。你应联系合作伙伴以获取最新的正确定价信息。HubSpot 对合作伙伴所提供的定价信息不承担任何责任。上次更新定价时间：2025/08/11
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