topic Re: Best Proposal Examples in Sales Hub Tools

Best Proposal Examples

Nward01 — Fri, 15 Sep 2023 16:56:35 GMT

Newbie! I am about to get started on our proposal template modification and personalization.

Before I get started, I'd love to see your best proposal (custom) templates! We are in the DTC/Home improvement category.

Thanks!

Re: Best Proposal Examples

PamCotton — Fri, 15 Sep 2023 21:32:34 GMT

Hello @Nward01 welcome to our Community!

I want to invite our top experts to this conversation @JonPayne @Tnichs @Josh do you have any proposal (custom) templates to suggest @Nward01?

Thank you,

Pam

Re: Best Proposal Examples

james-portant — Wed, 20 Sep 2023 03:44:17 GMT

Hi @Nward01,

Proposals are a great thing to automate. We have an App that is on the HubSpot marketplace that enables you to automate and personalise proposals using Google Docs or Slides templates. You can check it out here:
https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-1323181

It could be a good option if you already have a proposal template in Google Docs/Slides or even Microsoft Word or Powerpoint.

It takes information from Deals (and associated objects, like line items) and places them into a Google Doc or Slides file, and it can also request esignatures too.

Please let me know if you have any questions.

Cheers,

James