A module based proposal builder

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Occasional Contributor

Hi team, I hope everyone is well. I was just wondering if anyone had come across a tool or utility that allows you to build a proposal by dragging and dropping modules into it. In other words, you'd have a blank template (perhaps with a copver page, header, and footer) and then drag and drop modules into it that list various service items, products, terms and condtions etc, as required. Is that a thing?

 

Thanks team.    

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Occasional Contributor

This was the kind of thing I was looking for - https://nusii.com/

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HubSpot Moderator

Hi. It's not a thing in HubSpot, and I havn't really run across something similar. Can you clarify what you are trying accomplish?

 

Ed


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Occasional Contributor

Hey Ed, basically I am looking for some kind of document/proposal builder that will allow me to set up numerous product and services modules that I can add and remove as required. So let's say I am sending a proposal that requires me listing a web design service and SEO service. I could open up my template, drag in the SEO and web design modules, modify some basic details and send without having to rewrite each module every time. 

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Occasional Contributor

This was the kind of thing I was looking for - https://nusii.com/

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Regular Contributor

Hi

I use PandaDoc - https://www.pandadoc.com/

This is neatly integrated into HubSpot. It merges HS Deal details into PandaDocs, then when you send Proposals etc, you can see & track them in your Contact timeline.

Plus, HubSpot has just invested in their latest funding round so it's likely that the integration will get even closer over time.

You'll find the details in Settings, Integrations.

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