< All Integrations

HubSpot CRM + Proposify

Meet Your Deal Closing Dream TeamImport contacts, attach proposals to deals, and export won proposals as PDFs. You can also sync contacts and import deals to help you create proposals — and close deals — faster.

Connect Hubspot Learn More
Demo: Proposify & Hubspot CRM working together

Watch a quick video of integrating Proposify with Hubspot CRM

hubspot integration

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

Power-up your proposal process

  • Know exactly the status of your proposals right in HubSpot CRM
  • Import your contacts from HubSpot into Proposify
  • Attach proposals to deals
  • Export won proposals as PDFs
  • Two-way sync your contacts and import deals
  • See proposal activity in your HubSpot timeline, including team comments, and when the proposal is sent and won
SEE ALL DOCUMENTATION

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.

SIGN UP FOR A FREE TRIAL OR TAKE THE TOUR

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 $25/month.

SIGN UP FOR FREE