topic Re: Adding Contracts and Proposals to Deals in Tips, Tricks & Best Practices

What are the best ways to add contracts and proposals in HubSpot?

AmyLou — Wed, 01 Apr 2026 17:16:30 GMT

How do you attach contracts and proposals to deals in HubSpot?

Hello!

I'd love to find out what everyone is using to add contracts and proposals to their deals as well as what is deemed best practices in this case. Are you attaching the documents to your deals in HubSpot or using another program like PandaDoc that is then integrated with your HubSpot?

I'd love to hear opinions and comments on this. Thank you!

Kind Regards,

Amy-Louise

Senior Business Analyst

MethodData

Moderator Note: this post was reviewed for relevancy and optimized for clarity on April 1, 2026. Thank you for your contributions to the HubSpot Community!

Re: Adding Contracts and Proposals to Deals

natsumimori — Tue, 25 Aug 2020 07:31:48 GMT

Hi @AmyLou

Thank you for sharing your question in the Community:)

I will tag in some other Community contributors for the discussion: @AdamLPW , @Josh and @dianalcont , could you share your experiences/ideas on this?

Re: What are the best ways to add contracts and proposals in HubSpot?

Josh — Wed, 01 Apr 2026 16:03:21 GMT

Hi @AmyLou,

I'd say there are a lot of answers here. Here's what we most commonly see:

Using existing contract documents and uploading executed versions to the deal as an attachment
- This is ideal for contracts going out in smaller numbers
Using quotes (part of Commerce Hub’s CPQ), which can include your contract verbiage in the Terms section
- This is ideal for higher volume contracts which don't require extensive contract language or complexity
  - You can take advantage of snippets to build out your terms verbiage in the Terms section; for example, you can have a snippet for payment terms, confidentiality, assignment of contract, etc. Note: each snippet is limited to 2,500 characters, so longer legal text may need to be split across multiple snippets.
PandaDoc is a great choice for higher volumes and more complex contracts, especially if you want to pull HubSpot deal/contact data directly into your documents to save time and reduce errors.

I'm curious to hear some other folks thoughts on this as well!

Josh

Re: What are the best ways to add contracts and proposals in HubSpot?

dianalcont — Wed, 01 Apr 2026 16:04:25 GMT

Hi @AmyLou

I agree with @Josh on this. All three are what I would suggest, but I also have clients that like creating a deal property where they can just drop a link to the executed invoice/proposals from systems like FreshBooks.

No matter what you implement make sure there is a documented process that everyone is following to keep deal data consistent and clean!

Best,

Diana

Re: Adding Contracts and Proposals to Deals

AmyLou — Thu, 27 Aug 2020 09:36:50 GMT

Thank you for your comments. It's pretty much what I thought but I wanted to make sure that there wasn't a better way that I was missing.

Kind Regards

Amy-Louise

Senior Business Analyst

MethodData

Re: Adding Contracts and Proposals to Deals

dianalcont — Wed, 01 Apr 2026 17:13:18 GMT

@AmyLou I just came across another way!

Have you seen this? https://www.linkedin.com/pulse/customizing-hubspot-using-crm-cards-api-jack-coldrick/?trackingId=mtDVRt6iRUiKdD5OvbeMqA%3D%3D

You can create custom cards in your records via API - If you have a dev team or feel comfortable working with the API this might be another solution to consider.

HubSpot now offers custom CRM cards out of the box (OotB): "Create cards to display data on records".

Best,

Diana

Re: What are the best ways to add contracts and proposals in HubSpot?

SiddharthGarg91 — Wed, 01 Apr 2026 16:12:31 GMT

Hi @AmyLou ,

We recently launched an app called CloudFiles which makes it much easier to attach files directly to deal records, get a trackable link that you can send to clients and track analytics / automate using workflows.

It's available on the HubSpot marketplace "CloudFiles" if you'd like to give it a try.

Thanks

Re: Adding Contracts and Proposals to Deals

ChristinEKW — Thu, 31 Oct 2024 19:55:14 GMT

Hello Josh!

I was wondering if there has been an update on the best practices for this concern.

Kindly,

ChristinEKW

Re: Adding Contracts and Proposals to Deals

denny_cushing — Thu, 21 Nov 2024 17:56:40 GMT

@AmyLou I struggled with that for a while. I tried Docusign, PandaDoc, all of them. The best solution was a solution called Revolear. https://revolear.com/ . And that is just one small thing the platform can do.
They built two-way integration with HubSpot and are super open to customizing the platform to meet our needs without additional cost. I'd reach out to them to explore a solution. I will never go back to other solutions.

Re: Adding Contracts and Proposals to Deals

DSygulla — Wed, 29 Jan 2025 17:33:15 GMT

Hi AmyLou,

We are adding proposals with an agreement we want them to sign. The agreement can be a link imbeded in the PDF proposal. We want to be able to track when they open the PDF and click on the link. Is that possible?

Dawn Sygulla

VP of Marketing - WorldSafe

dawn@worldsafetech.com

Re: Adding Contracts and Proposals to Deals

CEustace — Thu, 18 Sep 2025 13:51:33 GMT

Hi All! I highly recommend you check out Box Sign. We provide UNLIMITED signatures plus a boatload more functionality with cheaper prices than PandaDoc or Docusign and this INCLUDES the enterprise application Box.

Here's the solution that bridges this gap:

Box Sign + SparkGrid Software Box Connector gives you the native experience you're looking for:

✅ Direct from HubSpot: Generate and send quotes with eSignature without leaving HubSpot

✅ No PDF Export: Documents flow directly from HubSpot to signature without manual steps

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✅ Automatic Status Updates: Signature status syncs back to HubSpot deals automatically

Check out a quick interactive demo here:

https://sparkgrid.storylane.io/share/feacnxf5f5ba

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