topic Re: Proposal Templates in Sales Hub Tools

How can I create a Proposal or RFP Template for my sales reps in HubSpot?

LThurman7 — Mon, 06 Apr 2026 21:52:39 GMT

Hi..... Are there any Help tutorials out there that can be used to create a Proposal Template (RFP) for my reps to pull from as needed? I've seen a lot for Quote templates, but not finding much of anything for proposals. Thank you in advance!

Moderator Note: This post was reviewed for relevancy and optimized for clarity on April 6, 2026. Thank you for your contributions to the HubSpot Community!

Re: Proposal Templates

kennedyp — Tue, 24 Sep 2024 23:53:13 GMT

Hi @LThurman7! Welcome to the Community-- happy to have you here 😊

Have you seen the free templates provided by HubSpot here? There are a handful of proposal templates in there. I also know that @james-portant has some experience with proposal templates. Hey James, any tips or tricks you can share with us in addition to your integration?

Best,
Kennedy

Re: Proposal Templates

Lucila-Andimol — Wed, 25 Sep 2024 13:44:58 GMT

Hi @LThurman7

so HubSpot is more flexible regarding Quotes

but not so much focus con RFP or RFI.

So, either you create a custom Quote that fits your needs

or you can take a look at 3rd party apps like BetterProsposals

or apps for document signing like Oneflow

both let you create the type of document that you need, with your styles and more.

Hope this helps

Re: Proposal Templates

james-portant — Wed, 02 Oct 2024 00:36:48 GMT

Thanks for the shoutout @kennedyp

Hey @LThurman7,

Nice to meet you!

I'm pretty sure we'll be able to help. We have an Proposal automation app for HubSpot called Portant. It it will give you more control over the data included in your proposal, including using any Custom Property or perfoming custom calulations on the properties). We use Google Docs or Slides to allow you to design the Proposal to look exactly the way you want it to. I made a short 60s video about it here:

Here is a proposal workflow template to copy: https://app.portant.co/templates/tmp_ghMRT4zF7KdDL0

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...

Re: Proposal Templates

EOkunlola1759 — Fri, 30 May 2025 16:15:40 GMT

Hi @LThurman7 If, if you're looking to create a reusable proposal template for your reps, Prospero makes it super easy. It offers fully customizable proposal templates with content blocks like text, images, and even videos. You can create a branded RFP-style template once, save it, and let your team duplicate and edit it in minutes. Plus, with real-time analytics, you’ll know when a client opens or engages with a proposal. You should check it out.