Proposal integration

New Member

We do a lot of proposals, and the product tool in Hubspot is not quite what we are looking for. I am looking for something closer to Proposify, but don't want to pay $75 a month!  Right now using Google Sheets and working ok, but a little clunky with a lot of copy and paste.  Does anyone have a better solution?

Reply
0 Upvotes
2 Replies 2
HubSpot Product Team

I can't speak to their pricing but here are some of HubSpot's integration partners: https://www.hubspot.com/integrations/ecommerce

 

Could you share some more context r.e. how you are using proposals with HubSpot?

Reply
0 Upvotes
New Contributor

Found this thread looking for recommendations on B2B proposal integration. Hubspot integration is a must of course. I'm looking for something that can store a few boilerplate templates that can be customized by sales rep at the deal level. Proposal delivery via an embedded hyperlink is a must, along with visibility into who is engaging with the content.

 

eSignature capability is not required but an approval workflow (for sales manager) would be a nice feature.

 

We are a small sales team (under 10), primarily selling into SMB/SME

 

Thanks!

Reply
0 Upvotes