Sales

2 min read

Proposify becomes a HubSpot certified app.

Published Date: August 19, 2021

Last Updated Date: April 19, 2024

Announcement: Proposify is an Official HubSpot Certified App

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.

Mel Hawkes

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	Basic Start free trial	Team Start free trial	Business Book a demo
Brand customization
Unlimited templates All accounts allow unlimited templates.
Content library Create and share templates, sections, and images that can be pulled into documents.
Embed images & videos Images can be uploaded directly, videos can be embedded from external sources like YouTube, Vidyard, and Wistia
Custom domain You can map your domain so prospects visit something like proposals.yourdomain.com and don't see "proposify" in the URL
Content authoring	Basic	Team	Business
Online signatures All plans allow you to get documents legally e-signed
Interactive quoting Allow prospects to alter the quantity or optional add-ons
Client input forms Capture information from prospects by adding form inputs to your documents.
Document Sends You can create unlimited documents but some plans limit how many you can send per month.	5 sends per month $1.99 per additional send	Unlimited sending	Unlimited sending
Visibility	Basic	Team	Business
Notifications & metrics Get notified by email and see when prospects are viewing your document.
PDF export Generate a PDF from any document that matches the digital version.
Reports Get a full exportable table of all your documents with filtering.
Process & control	Basic	Team	Business
Payments Connect your Stripe account and get paid in full or partially when your proposal gets signed.
Automations Set up automations using pre-built connectors or customize using the workflow builder
Custom fields & variables Create your own fields you can use internally that get replaced in custom variables within a document.
Integrations All integrations except for Salesforce.
Auto reminders You can automatically remind prospects who haven't yet opened your document in daily intervals.
Roles & permissions Lock down what users can and can't do by role. Pages and individual page elements can be locked.
Approval workflows Create conditions that if met will trigger an approval from a manager (by deal size and discount size).
Salesforce integration Use our managed package and optionally SSO so reps work right within Salesforce
Single sign-on (SSO) Our SSO works with identity providers like Salesforce, Okta, and Azure
Workspaces Great for multi-unit businesses like franchises. Enables businesses to have completely separate instances that admins can manage.
API Access Integrate with external systems, or enhance customization, our API provides the tools you need to succeed.
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.
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.
Success manager Your own dedicated CSM who will onboard you and meet with you periodically to ensure you're getting maximum value from Proposify.
Premium integration support Our team of experts can perform advanced troubleshooting and even set up zaps and automations to get the job done.

Announcement: Proposify is an Official HubSpot Certified App

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Basic

Team

Business

Brand customization

Content authoring

Visibility

Process & control

Success

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