Proposal Software for HubSpot: Build Proposals from Deals
Create HubSpot proposals without leaving your pipeline. Import contacts and deals, send a branded proposal, and push it back to the right stage when signed.
HubSpot Integration
built for marketing agencies
Proposal software for HubSpot that lets you import contacts and deals, then create branded proposals from your pipeline in under 60 seconds. Our HubSpot proposal app updates deal stages automatically when proposals are sent, viewed, or accepted. Works with HubSpot’s free CRM.
Connect HubSpot → Try without CRM
Free to start. No credit card required. No per-seat pricing.
From HubSpot deal to signed proposal
- HubSpot deal imported. “Brightloop – Website Redesign” · $24,500
- Proposal auto-drafted. Cover, scope, pricing and timeline. Ready to send.
- Client accepts, deal closes in HubSpot. Status syncs automatically, no manual updates.
In this guide8 sections
- 01Connect once, create proposals from your pipeline forever
- 02The HubSpot proposal integration your agency has been waiting for
- 03Why marketing agencies outgrow HubSpot’s built-in quotes
- 04Propopad vs. other HubSpot proposal apps
- 05The best proposal app for HubSpot free CRM
- 06HubSpot integration included on all paid plans
- 07Common questions about proposal software for HubSpot
- 08Send your first proposal from HubSpot in 3 minutes
Connect once, create proposals from your pipeline forever
1. Connect your HubSpot account
One-click OAuth connection. No API keys and no developer setup required. It also works with HubSpot’s free CRM plan, not just paid tiers.
2. Import contacts and open deals
Your HubSpot contacts appear in Propopad instantly. Open deals are imported as pending proposals on your dashboard, ready to build.
3. Build, send, track. HubSpot stays in sync
Select services, send the proposal, and your HubSpot deal stage updates automatically when the client views, accepts, or declines.
The HubSpot proposal integration your agency has been waiting for
Every other HubSpot proposal app is built for general sales teams. Propopad is proposal software for HubSpot built specifically for marketing agencies.
Import contacts with one click
All your HubSpot contacts are available in Propopad. That means no more copying names, emails, or company details between tools.
Create proposals from HubSpot deals
Open HubSpot deals appear as pending proposals on your Propopad dashboard. Pick one, select your services, and send a complete proposal in under a minute.
Automatic deal stage sync
When you send a proposal, the deal moves to “Contract Sent.” Then, when the client views or accepts it, HubSpot updates again without any manual stage changes.
30 pre-built marketing service modules
SEO, social media, branding, web design, content, paid ads, and more. Each module comes with pricing, deliverables, and scope already written, so you set them up once and reuse them forever.
E-signatures and proposal tracking
Clients sign directly in the proposal. You can track which sections they read and how long they spend on each, and get notified the moment they accept.
Retainer, project, and mixed pricing
Combine a $15,000 website build with a $3,000/mo SEO retainer in one proposal. Pricing calculates automatically, which is something no other proposal software for HubSpot handles natively.
Why marketing agencies outgrow HubSpot’s built-in quotes
HubSpot Quotes creates simple line-item documents. Marketing agencies need branded proposals with scope sections, timelines, executive summaries, and terms. That is why Propopad has become the go-to HubSpot quotes alternative for agencies that want full control over their proposals.
| HubSpot Quotes | ✕ Basic line-item format, no design control | ✕ No executive summary or scope sections |
|---|---|---|
| ✕ E-signatures require Professional plan ($500/mo+) | ✕ No timeline or project phase generation | ✕ No proposal tracking or section analytics |
| ✕ No retainer or mixed pricing support | Propopad + HubSpot | ✓ Branded templates with your logo and colors |
| ✓ Auto-drafted executive summary and full scope | ✓ E-signatures on every plan, including free | ✓ Automatic timeline with project phases |
| ✓ Track views, time per section, and engagement | ✓ Fixed, monthly, and mixed pricing in one proposal | How we compare |
Propopad vs. other HubSpot proposal apps
Every HubSpot proposal integration is built for general sales teams. Propopad is the only proposal software for HubSpot designed specifically for marketing agencies.
| Feature | Propopad | Proposify |
|---|---|---|
| Better Proposals | PandaDoc | Built for marketing agencies |
| Yes, exclusively | No | No |
| No | Works with HubSpot free CRM | Yes |
| Yes | Yes | Yes |
| Create proposals from HubSpot deals | Yes, as draft proposals | Yes |
| No | Partial | Automatic deal stage sync |
| Full: sent, viewed, accepted | Yes | Basic |
| Yes | Pre-built marketing service modules | 30 included |
| Templates only | Templates only | Templates only |
| Retainer + project pricing combined | Yes, native | Manual setup |
| Basic monthly | Manual setup | Time to first proposal |
| Under 3 minutes | ~1 hour | ~30 minutes |
| ~1 hour | Pricing | Free, then $19/mo flat |
| $19/user/mo | $19/user/mo | $19/user/mo |
| Propopad uses flat team pricing. Competitors charge per seat, which adds up quickly for growing agencies. |
The best proposal app for HubSpot free CRM
Most marketing agencies with 2-15 people use HubSpot’s free CRM to manage their pipeline. They do not need enterprise proposal tools. They need something fast, branded, and connected to their deals.
60 sec. Average time to create a proposal after initial setup. Select services, set pricing, send.
30. Pre-built service modules for marketing agencies. SEO, branding, social media, web design, paid ads, and more.
$0. HubSpot plan required. Works with the free CRM. No paid HubSpot subscription needed for the full integration.
$19/mo. Flat team pricing on Starter. No per-seat fees. Your whole team included at one monthly rate.
HubSpot integration included on all paid plans
Contact import is available on Starter and above. Deal sync and engagement tracking are available on Pro and Business.
| Plan | Billed yearly | Billed monthly | Includes |
|---|---|---|---|
| Starter | $19/mo | $29/mo | HubSpot contact import · 2 users · 10 proposals/mo · e-signatures and PDF |
| Pro (most popular) | $39/mo | $59/mo | Everything in Starter, plus HubSpot deal sync · 5 users · 40 proposals/mo · full analytics and tracking |
| Business | $69/mo | $99/mo | Everything in Pro, plus unlimited users and proposals · full branding |
Common questions about proposal software for HubSpot
Does Propopad work with HubSpot’s free CRM?
Yes. Propopad’s HubSpot integration works on every HubSpot tier, including the free CRM. This means you do not need a paid HubSpot subscription to import contacts, create proposals from deals, or sync proposal status back to your pipeline.
How is Propopad different from other HubSpot proposal apps?
Every other proposal app on HubSpot’s marketplace is built for general sales teams. In contrast, Propopad is the only HubSpot proposal integration designed specifically for marketing agencies. It comes with 30 pre-built marketing service modules, handles retainer and mixed pricing natively, and as a result generates a complete branded proposal in under 60 seconds instead of 30+ minutes.
Can I create proposals directly from HubSpot deals?
Yes. When you connect HubSpot, your open deals appear as pending proposals on your Propopad dashboard. Select a deal, pick your services, and the proposal is created with all client details pre-filled. The deal stage in HubSpot updates automatically as the proposal moves through sent, viewed, and accepted.
What happens in HubSpot when a client accepts a proposal?
When a client accepts and signs a Propopad proposal, the linked HubSpot deal stage updates automatically. Proposal activity notes appear on your HubSpot timeline. You do not need to update anything manually.
Why not just use HubSpot Quotes for agency proposals?
HubSpot Quotes is a basic line-item tool that creates simple price lists without branding, executive summaries, scope sections, timelines, or design flexibility. However, marketing agencies need full proposals that look professional and cover the complete project scope. That is why many teams look for a HubSpot quotes alternative for agencies like Propopad. Additionally, HubSpot requires a Professional plan ($500+/month) to use e-signatures on quotes.
Can I send retainer and project pricing from HubSpot?
Yes. Propopad handles fixed-price projects, monthly retainers, and mixed proposals that combine both. For example, a single proposal can include a $15,000 website build alongside a $3,000/month SEO retainer. Investment totals are then calculated and displayed automatically.
Is there per-seat pricing?
No. Propopad uses flat team pricing instead. Starter includes 2 users at $19/month and Pro includes 5 users at $39/month, both billed yearly ($29 and $59 billed monthly). Business is unlimited. By comparison, competitors like Proposify, Better Proposals, and PandaDoc charge per user, which gets expensive for growing agencies.
How long does it take to set up the HubSpot integration?
About 30 seconds. Simply click “Connect HubSpot” during onboarding or from Settings, then authorize the connection. Your contacts and deals are imported immediately, with no API keys, developer setup, or configuration needed.
Can I use Propopad with HubSpot and Pipedrive at the same time?
Propopad supports one active CRM connection at a time. You can connect either HubSpot or Pipedrive, and switch between them if needed.
Send your first proposal from HubSpot in 3 minutes
Connect your HubSpot account, pick a deal, select your services. See what Propopad builds for you.
Your first proposal is free. No credit card required.
Connect it in a couple of minutes
Import your contacts and deals, then send a branded proposal without retyping anything.
Create first proposal for free