- HubSpot
Create proposals from HubSpot Deals
Create personalized proposals from any HubSpot record in one click. Plus, reduce manual work with automations.
Reduce admin and errors
Automate personalized sales materials, send quotes, collect e-signatures and run your perfect proposal process
Create personalized sales material in one-click from HubSpot
Reps generate proposals from templates, without leaving HubSpot. Personalize them automatically from the Deal, Company or Contact record, and pull Deal line items straight into your quote.
Automatically keep your CRM up to date
When a buyer accepts, Qwilr can move the Deal to the next pipeline stage and update its amount, close date and line items, so your CRM stays accurate without manual updates.
Collect e-signatures and payment
Add legally binding e-signature fields to proposals for faster approval. Let buyers accept and pay on the spot with the options embedded in the page.
Send a link and track activity within the deal record
Share a link with your buyers, track when they view or accept your document within HubSpot itself. Or, track how they’re engaging with every page using Qwilr’s analytics.
Automate your closed/won admin
Use Qwilr and HubSpot to automate your busywork after the deal is won – like sending onboarding emails, invoices or payment reminders.
Enhance your HubSpot integration
Connect additional tools to increase your sales velocity.
Get started with HubSpot
Visit our help documentation to connect your HubSpot account to Qwilr and start automating personalized sales material.
Visit how-to guide
Frequently asked questions
Connect HubSpot from Integrations in Qwilr (you’ll need admin access in both Qwilr and HubSpot), link a template to Deals, Contacts or Companies, then create a page from the Qwilr card on the record. See the setup guide.
Views and acceptances appear on the Deal timeline, and the signed PDF is attached as a note. On Deal templates, automations can also update pipeline stage, amount, close date, line items and other Deal fields.
Yes. When a buyer takes action in your proposals, like viewing or accepting a proposal, you’re able to trigger HubSpot workflows, so follow-up emails or handoffs can start the moment a buyer acts. See HubSpot automations.
Yes. Line items on a Deal pull into Qwilr’s quote block through the Products variable. This needs HubSpot Sales Hub Professional or Enterprise. Here’s how HubSpot products work with Qwilr.