topic HubSpot Proposals in Sales Integrations

HubSpot Proposals

LHanson9 — Tue, 23 Jan 2024 17:30:30 GMT

Hello!

Does HubSpot have it's own proposal feature where prospects can look over and sign the agreement, or is the only option a proposal integration such as Proposify, Better Proposals, PandaDoc, etc.?

We currently have Proposify and are looking for an option that syncs better with HubSpot, or is just better overall.

Thank you!

Re: HubSpot Proposals

Jonas_De_Mets — Tue, 23 Jan 2024 20:35:25 GMT

Hi @LHanson9,

Have you checked the HubSpot quotes with the e-signature features?

You can get pretty creative with the quote templates.
If you want more flexible agreements or contracts an integration is a better alternative.

Hope this helps!

Best regards,
Jonas
HubSpot Revenue Operations & Co-Founder @ Koalify

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Re: HubSpot Proposals

james-portant — Mon, 05 Feb 2024 06:06:54 GMT

Hey @LHanson9,

Nice to meet you!

We have an Proposal app for HubSpot called Portant. I am biased, but I think it's the best integrated proposal app on the hubspot marketplace.

For example, Portant can:

source and use any data connected to your HubSpot Deal and customise a proposal with it (custom properties and objects included).
save proposal details and links as custom properties on your deal so you can automatate workflows from data that Portant creates.
be used as an action within a HubSpot workflow
and more...

We have some docs to help you get started: https://docs.portant.co/portant-docs/sources/hubspot but if you need any additional help, or just want to see how deep the integration goes please feel free to email me james@portant.co and we can set up a call.

Cheers,
James - CEO @ Portant

Portant App for HubSpot: https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-hubspot-google-docs-in...