Generate proposals/quotes from Deals and Products in the CRM

That’s exactly what we need, we have been facing big challenges trying to integrate Hubspot, PandaDoc and WorkflowMax to do tasks listed here, it’s awfull. A lot of rework, information that does not work with APIs…

I submitted the beta request form, it would be really nice to have a look on how it’s working and see if it fits our business or if we need to keep searching for alternatives.