John Stephenson“Sales and marketing teams come to Proposify when they’re struggling with inconsistent documents or errors going out to their customers or prospects in the proposal process.”
-Scott Tower, Director of Sales at Proposify
Imagine this scenario: Your sales team has been working hard to move a deal through the pipeline, and it’s finally time to send out the proposal. But what happens next? If your team is manually creating documents in Microsoft Word, Google Slides, or PowerPoint, they may encounter issues like inconsistent branding, outdated content, or errors in the proposal itself. Not to mention, without a standardized process, there’s little control or visibility over how proposals are being sent and what happens once they land in a prospect’s inbox.
This is where Proposify comes in. Proposify helps businesses establish a standardized proposal process, ensuring that each document is on-brand, error-free, and sent out with speed and precision. By using Proposify’s templates and content library, sales reps can quickly build proposals and send them to prospects—most proposals are created in just 17 minutes, with viewings happening within two hours on average. But the real magic happens when Proposify integrates with HubSpot.
The Power of HubSpot and Proposify Integration
For businesses that already rely on HubSpot as their CRM, the integration with Proposify takes the proposal process to a whole new level. HubSpot is a powerful tool for managing customer relationships, tracking deals, and automating marketing workflows. With Proposify integrated into HubSpot, sales and marketing teams can seamlessly create, send, and track proposals all within one centralized system.
Here’s how this integration can transform your business:
- Streamlined Proposal Creation and Management
Proposify’s integration with HubSpot allows sales teams to easily pull in customer data and deal information directly from HubSpot into their proposals. There’s no need to manually enter contact details or pricing information—it’s all there, ready to go. This reduces the risk of human error and ensures that every proposal is accurate and personalized to the prospect.
Additionally, because Proposify offers standardized templates, sales reps can quickly build professional proposals that are aligned with the company’s brand and messaging. This not only saves time but also ensures that every document reflects the same level of quality and professionalism, whether it’s the first or the hundredth proposal sent out.
- Enhanced Control and Visibility
For sales and marketing leaders, the Proposify-HubSpot integration provides valuable visibility into the proposal process. Once a proposal is sent out, leaders can track its progress in real-time. They’ll know exactly when a prospect views the document, what sections they spend the most time on, and when they take action—such as signing or requesting changes.
This level of insight allows sales leaders to coach their reps more effectively, guiding them on when and how to follow up based on the prospect’s engagement with the proposal. No more guessing whether the deal is progressing—now, leaders have the data to make informed decisions and keep the momentum going.
- Data-Driven Content Optimization
One of the biggest benefits for marketing teams is the ability to measure the performance of proposal content through Proposify’s analytics. The integration with HubSpot allows marketers to track which sections of the proposal are most effective in closing deals. Is there a particular case study that resonates with prospects? Are certain product descriptions leading to faster conversions?
With this data, marketing teams can continually refine and optimize proposal content, making it more compelling and effective. Over time, this leads to higher win rates, larger deal sizes, and more successful outcomes for both sales and marketing.
- Seamless CRM Integration
The integration between HubSpot and Proposify ensures that all proposal activity is automatically logged in your HubSpot CRM. This means that sales and marketing teams can see a complete record of every interaction, from the first email to the final signed proposal. No more switching between platforms or manually updating records—it’s all integrated in one place.
This seamless flow of information not only improves efficiency but also ensures that everyone is on the same page. Sales teams can focus on closing deals, while marketing teams can focus on supporting them with data-driven insights and optimized content.
- Faster Deal Cycles
Ultimately, the integration between HubSpot and Proposify helps businesses close deals faster. By streamlining the proposal process, reducing errors, and providing real-time insights into customer engagement, sales teams can move deals through the pipeline with speed and confidence. And because the proposal process is so efficient, sales reps can spend less time on administrative tasks and more time building relationships with prospects.
Why Proposify and HubSpot Are a Winning Combination
For businesses that are serious about aligning their sales and marketing efforts, Proposify and HubSpot offer a powerful combination. Together, they create a seamless, efficient, and data-driven proposal process that helps businesses close deals faster, increase win rates, and improve overall sales performance.
No more manual document creation. No more guessing what happens after you hit send. With Proposify and HubSpot working together, your sales and marketing teams can collaborate more effectively, create better proposals, and ultimately drive more revenue for your business.
If you’re still using outdated tools to create and manage your proposals, now is the time to make the switch. Proposify, integrated with HubSpot, is the solution you need to take your sales process to the next level. Talk to your sales and marketing leaders, and get started today. You’ll see the difference in your deal sizes, win rates, and how quickly you close deals.
John Stephenson
Binil Chacko
