NEW: HubSpot + Smart Proposal Engine

Thanks to our refreshed integration, you can now connect HubSpot to our AI-powered Smart Proposal Engine!

Create impressive proposals, in minutes, that are built around your sales rules, HubSpot data and all the deal context that you’ve captured in your sales cycle.

What's new?

• You can now use HubSpot data alongside other data sources — like call transcripts and meeting notes — to populate templates that automatically configure themselves around your deal details
• HubSpot data is fed directly into the proposal, while AI can be used to extract deal context from unstructured sources (like meeting notes and call transcripts)
• RevOps and sales leaders retain control of the process, defining which data sources are allowed, which form fields must be completed, where AI can be used and which content adapts based on their deal data

Why this matters

• Reps can create highly personalized proposals in minutes, spending less time creating collateral and more time selling
• Buyers see only the content that is relevant to their deal
• RevOps and sales leaders can stop worrying about reps sending the wrong pricing or going against internal sales rules
• One adaptable template replaces the dozen variations sitting in your folder

The context captured during the sales cycle (HubSpot data, call transcripts, meeting notes) actually makes it into the proposal

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Available on our Scale plan.