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建立

Proposify

Proposify-icon
App

Proposify

HubSpot 認證應用程式

Create, send, track, sign and close proposals directly within HubSpot.

建立者
Proposify
安裝次數
1k 次安裝
評分

4.2

(31)

登入以進行安裝需要 Proposify 訂閱
Rising

Rising

新興合作夥伴正逐漸獲得客戶青睞,並在 HubSpot Ecosystem 中展現強勁的發展動能。了解詳情

要求

HubSpot 版本
HubSpot 帳戶權限
檢視所需的帳戶權限
存取權類型
Shared
Proposify 訂閱
BasicTeamBusiness 版本

總覽

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.

功能

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.

應用程式功能

共用資料
資料來源
同步方向
在 HubSpot 中
在 HubSpot 中

Contacts

連絡人

連絡人

Proposal status changes

時間表

時間表

Proposals

交易

交易

評論

平均評分

4.2

依據 31 個評分


總檢閱數

31

歷來的檢閱次數


5
65% 完成
65%
4
12% 完成
12%
3
7% 完成
7%
2
10% 完成
10%
1
6% 完成
6%

平均評分

4.2

依據 31 個評分

總檢閱數

31

歷來的檢閱次數

5
65% 完成
65%
4
12% 完成
12%
3
7% 完成
7%
2
10% 完成
10%
1
6% 完成
6%

篩選評論:

排序:


5/5
    2025年6月26日

一站式提案和客户关系管理

目前还不错,仍在努力

你喜歡什麼?

一站式服务

你不喜歡什麼?

不会更新已赢得的提案。

  • Cockerill, T.

已翻譯 from English。 檢視 original 文字

1/5
    2025年3月19日

不起作用

集成非常糟糕。我们在 Proposify 内部搜索 HubSpot,大量公司和联系人都没有显示出来。然后,我们在 Proposify 中创建一个联系人并进行提案。然后交易被发送到 HubSpot,并创建了一个重复的联系人。我们已多次报告此事,并通过视频提供了证据。没有人能够解决这个问题。

你喜歡什麼?

你不喜歡什麼?

几乎所有

  • McGrath, N.

已翻譯 from English。 檢視 original 文字

此應用程式需要下列其中一個 Proposify 訂閱版本。

Basic

US$29

/ 月

Send 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

/ 月

Send on-brand proposals quickly and close deals.

  • 5 document opens/month

  • Up to 2 users

  • Content library

  • E-signatures

  • Document analytics

  • Stripe payments

* 此處顯示的價格僅供參考。所有價格均不包含稅金、獎勵、折扣或其他價格變數。如需最新的正確價格資訊,請連絡合作夥伴。HubSpot 對合作夥伴所提供的價格資訊不承擔任何責任。上次更新價格時間:2025/08/09

更多資訊

建立者
Proposify
安裝次數
1k 次安裝
類別
此應用程式可用的語言
英文

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