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State of Proposals 2024 Report
We’ve dug deep into our data and extracted the information that sales and marketing leaders can use to make their proposals better and boost their business.
Proposify is excited to receive official recognition as a certified app through HubSpot's App Partner Program. This powerful integration removes friction from the closing process and allows sales teams to create, send, track, and close deals directly in their CRM.
Proposify is excited to announce their integration with HubSpot has officially become certified. The team is proud to receive the recognition as part of the App Partner Program. HubSpot, a leading customer relationship management (CRM) platform, works hand-in-hand with App Partners to help grow their business through extending the product value of their apps and distributing quality apps through the HubSpot App Marketplace.
Proposify’s integration with HubSpot allows users to share contacts, link and create proposals in deals, pre-populate documents with key details, and get live updates straight to their CRM timeline. These tools combine to help sales teams eliminate friction throughout the sales cycle, and enhance visibility and control over every deal, all the way to the close.
“We’re very excited to have Proposify earn the certified integration designation," said Scott Brinker, VP of platform ecosystem at HubSpot. "Their investment in product quality adds meaningful value to the HubSpot ecosystem and we’re thrilled to have them on board.”
HubSpot’s App Partner Program is an ecosystem of valuable third-party integrations. Certified integrations demonstrate an investment in product quality and customer experience.
Victor Skrylev, VP of Product at Proposify says “HubSpot has been a fantastic partner for us. Getting our app certified on their marketplace is a big vote of confidence. We have already empowered nearly 1,500 HubSpot users to create, send, sign, and track sales documents directly in their CRM, and we’re passionate about helping thousands more.”
Learn more about the full integration here.
BasicStart free trial |
TeamStart free trial |
BusinessBook a demo |
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Brand customization |
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Unlimited templates
All accounts allow unlimited templates. |
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Content library
Create and share templates, sections, and images that can be pulled into documents. |
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Embed images & videos
Images can be uploaded directly, videos can be embedded from external sources like YouTube, Vidyard, and Wistia |
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Custom domain
You can map your domain so prospects visit something like proposals.yourdomain.com and don't see "proposify" in the URL |
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Content authoring |
Basic | Team | Business |
Online signatures
All plans allow you to get documents legally e-signed |
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Interactive quoting
Allow prospects to alter the quantity or optional add-ons |
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Client input forms
Capture information from prospects by adding form inputs to your documents. |
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Document Sends
You can create unlimited documents but some plans limit how many you can send per month. |
5 sends per month |
Unlimited sending |
Unlimited sending |
Visibility |
Basic | Team | Business |
Notifications & metrics
Get notified by email and see when prospects are viewing your document. |
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PDF export
Generate a PDF from any document that matches the digital version. |
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Reports
Get a full exportable table of all your documents with filtering. |
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Process & control |
Basic | Team | Business |
Payments
Connect your Stripe account and get paid in full or partially when your proposal gets signed. |
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Automations
Set up automations using pre-built connectors or customize using the workflow builder |
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Custom fields & variables
Create your own fields you can use internally that get replaced in custom variables within a document. |
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Integrations
All integrations except for Salesforce. |
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Auto reminders
You can automatically remind prospects who haven't yet opened your document in daily intervals. |
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Roles & permissions
Lock down what users can and can't do by role. Pages and individual page elements can be locked. |
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Approval workflows
Create conditions that if met will trigger an approval from a manager (by deal size and discount size). |
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Salesforce integration
Use our managed package and optionally SSO so reps work right within Salesforce |
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Single sign-on (SSO)
Our SSO works with identity providers like Salesforce, Okta, and Azure |
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Workspaces
Great for multi-unit businesses like franchises. Enables businesses to have completely separate instances that admins can manage. |
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API Access
Integrate with external systems, or enhance customization, our API provides the tools you need to succeed. |
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Success |
Basic | Team | Business |
Email & chat support
Our team is here to provide their fabulous support Monday - Thursday 8 AM - 8 PM EST and on Fridays 8 AM - 4 PM EST. |
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Phone & Zoom support
Sometimes the written word isn't enough and our team will hop on a call to show you how to accomplish something in Proposify. |
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Success manager
Your own dedicated CSM who will onboard you and meet with you periodically to ensure you're getting maximum value from Proposify. |
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Premium integration support
Our team of experts can perform advanced troubleshooting and even set up zaps and automations to get the job done. |