Can we create proposals directly on HubSpot?

[ridazaidi01]

Hey, 
Is there a way to create sales proposals on HubSpot? Any automation that could make the sales cycles faster 

[iamtomgray]

Hello @ridazaidi01,

Lovely to meet you 🙂 It's a good question! We have a native HubSpot app called Portant, which provides an out-of-the-box solution you to create sales proposals natively in HubSpot (meaning you don't have to switch apps). It's also fully automated/integrated with HubSpot workflows too.

If you'd like to check it out and it can prove helpful, here it is on the HubSpot Marketplace. 

Any questions to help you with this, just holler!

With best wishes,

Tom Gray,

VP of Marketing at Portant

https://ecosystem.hubspot.com/marketplace/listing/portant-hubspot-google-docs-integration

[TemitopeAdeoye]

Actually, you can create proposal-style documents that work with HubSpot, but not fully in the core out-of-the-box version, in the way you expect from a dedicated proposal tool. And unfortunately, the process currently cannot be automated.

[karstenkoehler · Accepted solution]

Hi @ridazaidi01,

Yes, you can 🙂 https://knowledge.hubspot.com/quotes/create-and-send-quotes

Out of the box, no, this process cannot be fully automated.

Best regards