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HubSpot CRM + Proposify

Meet Your Deal Closing Dream Team
Share contacts, link proposals to deals, and get live proposal updates straight to your HubSpot timeline. You can even create and edit proposals directly from your Hubspot deal, so you can send proposals—and close deals—faster.

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Demo: Proposify & Hubspot CRM working together

Watch a quick video of integrating Proposify with Hubspot CRM

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This integration is free for customers of both Proposify and HubSpot CRM, on the Grande and Venti plans

Power-up your proposal process

  • Create and edit proposals directly from your HubSpot deal
  • Share contacts between platforms
  • Attach proposals to deals
  • Export won proposals as PDFs
  • See proposal activity in your HubSpot timeline, including team comments, proposal stages, and deals won.
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What is Proposify?

Proposify is online proposal software that makes it easier for service businesses to create well-designed proposals, streamline their sales process, and close deals faster.

Our easy-to-use design editor allows even non-designers to create beautiful, professional-looking proposals.

Our gallery of professionally designed and written business proposal templates for a variety of services helps kick-start your proposal process. All templates are 100% customizable.

Our content library stores proposal content so it can be easily repurposed, making team collaboration easier.

We provide metrics of valuable info like the status of your proposals, whether your client has viewed a proposal and for how long, and when they sign-off.

Our iOS mobile app makes it easy to keep track of your proposals anytime, anywhere.

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What is Hubspot CRM?

  • A 100% free CRM that helps you organize, track, and nurture leads and customers.
  • Manage your pipeline with HubSpot’s clean, visual dashboard.
  • Sort deals won and lost, meetings, and contracts sent, and track performance against set quotas.
  • Sort deals quickly and accurately by name, owner, amount, stage, or use customer filters.
  • Track customer interactions
  • Improve your sales productivity with HubSpot’s suite of selling tools.
Get Hubspot CRM for free
business proposal software
Your Mission? Close the Deal. Your Secret Weapon? Proposify.

Try Proposify free for 14 days. No credit card required. Plans start at $19/month.

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