In today’s fast-moving digital sales environment, efficiency and professionalism are crucial. Sales teams need powerful tools to streamline their workflows, close deals faster, and improve customer experiences. One key solution that stands out is Proposal software for HubSpot, which helps businesses create, send, and track proposals directly integrated into their CRM system. Among these, Better Proposals has become one of the leading platforms, offering smooth integration with HubSpot. But how does this integration work, and why is it so beneficial?
Why HubSpot Integration Matters
HubSpot has grown into one of the most widely used CRMs for small and mid-sized businesses, enabling marketing, sales, and customer service teams to collaborate effectively. When paired with Better Proposals, it transforms the way sales professionals handle documentation.
The integration allows sales teams to:
- Generate proposals directly from HubSpot data.
- Sync client and deal information automatically.
- Monitor proposal activity within HubSpot dashboards.
- Improve closing rates by tracking engagement in real time.
This means no more manual copy-pasting of customer information or switching between platforms—everything is centralized and automated.
Key Features of Better Proposals HubSpot Integration
- Automated Data Syncing – Client details, deal values, and timelines are automatically pulled from HubSpot into the proposal.
- Smart Tracking – Notifications when a recipient opens, views, or signs a proposal.
- Custom Templates – Ready-to-use templates for different industries.
- One-Click E-Signatures – Legally binding e-signatures embedded in the proposal.
- Payment Integrations – Clients can pay directly from the proposal.
Together, these features not only save time but also create a more seamless customer journey.
The Role of Project Proposals in Sales Success
By the fourth stage of a sales cycle, a well-crafted project proposal becomes a powerful tool to secure buy-in from decision-makers. It is not just a document—it’s a reflection of your brand, professionalism, and value proposition.
A poorly structured proposal can result in lost deals, but an optimized digital proposal (created with Better Proposals and tracked through HubSpot) can significantly improve the chances of success. This is where integrations shine—they ensure proposals are personalized, error-free, and delivered at the right time.
Benefits of Using Better Proposals with HubSpot
Here’s a clear breakdown of the advantages sales teams gain:
- Faster Proposal Creation – Auto-populated client data reduces preparation time.
- Increased Accuracy – Eliminates errors caused by manual entry.
- Enhanced Transparency – Track proposal engagement directly in HubSpot.
- Higher Conversion Rates – Real-time notifications help sales reps follow up at the right time.
- Streamlined Workflow – Reduces reliance on multiple disconnected tools.
Table: Comparing Proposal Tools Integrated with HubSpot
| Feature | Better Proposals | GetAccept | PandaDoc | Proposify | Qwilr |
| HubSpot CRM Integration | ✅ | ✅ | ✅ | ✅ | ✅ |
| E-Signature Capability | ✅ | ✅ | ✅ | ✅ | ✅ |
| Proposal Analytics | ✅ | ✅ | ✅ | ✅ | ✅ |
| Payment Integration | ✅ | ❌ | ✅ | ✅ | ✅ |
| Engagement Tracking | ✅ | ✅ | ✅ | ✅ | ✅ |
| Mutual Action Plan Features | ❌ | ✅ | ❌ | ❌ | ❌ |
While Better Proposals is ideal for streamlined document creation and payment collection, GetAccept goes further by offering mutual action plans, digital sales rooms, and contract workflows. Together, they represent two of the strongest solutions for businesses leveraging HubSpot.
Example Workflow: Better Proposals + HubSpot + GetAccept
To understand the full potential of these integrations, imagine this workflow:
- A sales rep creates a new deal in HubSpot.
- Better Proposals automatically generates a branded proposal using HubSpot data.
- The proposal is sent and tracked—HubSpot logs every client interaction.
- If advanced collaboration or contract management is needed, the proposal is transitioned into GetAccept, where teams can use interactive deal rooms, track buyer engagement, and manage signatures securely.
This workflow allows sales teams to move from initial outreach to closed deal without losing momentum.
Checklist for Sales Teams Using HubSpot with Better Proposals
- Sync your HubSpot CRM with Better Proposals.
- Customize templates to match your brand identity.
- Set up automated notifications for client activity.
- Train your sales team on proposal tracking features.
- Use GetAccept for advanced sales enablement when needed.
Conclusion
In 2025, the ability to create efficient, professional, and trackable proposals is essential for sales success. Better Proposals HubSpot integration provides an ideal solution for small to medium-sized businesses looking to streamline workflows, reduce errors, and increase deal closures.
While Better Proposals handles quick and professional proposal generation, GetAccept adds another layer of sophistication with advanced sales tools, digital contracts, and client engagement analytics. Together, they provide a complete solution for sales teams aiming to optimize their performance.
For businesses looking to improve efficiency, accuracy, and customer experience, adopting these integrated tools is no longer optional—it’s the competitive edge that defines success in 2025.
