Proposal software CRM integration that keeps deals and proposals in sync
Your CRM knows the client, the contact and the products. Your proposal should not ask you to type them again. ProposalCreation connects to HubSpot, Pipedrive and Salesforce, creates a proposal from a deal with the details already filled in, and writes the opens and signatures back to the deal. Zapier, webhooks and Slack cover the rest of your tools.
How the CRM integration works
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Connect your CRM
authorise HubSpot, Pipedrive or Salesforce from the integrations page.
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Map fields
link deal fields such as company, contact, products, amount and close date to proposal fields.
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Create from a deal
pick a deal and the proposal opens with its details, ready for the AI to write the rest.
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Sync back
opens, views and signatures update the deal so your pipeline reflects real buyer activity.
Supported integrations by plan
| Integration | What it does | Plan |
|---|---|---|
| Zapier | Connect proposal events to the apps you already use | Every plan |
| Webhooks | Send events to your own systems, start drafts from forms | Every plan |
| HubSpot | Create proposals from deals, sync status back | Growth and up |
| Pipedrive | Create proposals from deals, sync status back | Growth and up |
| Salesforce | Create proposals from opportunities, sync status back | Business and up |
| Custom fields mapping | Use your own deal properties in proposals | Enterprise |
| Slack | Notifications on opens, forwards and signatures | Workspace setting |
Create a proposal from a deal
Open the deal and choose create proposal. The client's company and contact, the products with quantities and the deal amount fill in the cover page and the pricing table. Add call notes and the AI writes the summary, scope and terms. Nothing is typed twice, and the numbers in the proposal match the numbers in your pipeline.
Status synced back to your CRM
Each event on the proposal updates the deal: sent, opened, forwarded and signed. Sales managers forecast from real activity, and reps see the proposal state without leaving the CRM. Combine it with proposal tracking for time per section and forwarded views.
Custom fields mapping on Enterprise
Enterprise maps your own deal properties to proposal fields, for example industry, region, contract length or a custom discount field. Use them to choose the template, the terms or the brand style automatically, which matters for organisations that sell several product lines under different names.
Zapier and webhooks for everything else
Every plan includes Zapier and webhooks. Send an event when a proposal is signed and create an invoice in your billing tool, open a project for the delivery team or log the deal in a reporting sheet. Incoming webhooks can start a proposal draft from your own forms. More flows are described on proposal automation software.
- Events for created, sent, opened, forwarded, signed and declined proposals
- Incoming webhooks to start drafts
- Zapier steps for no code workflows
Why connect your proposal software to your CRM
- No retyping of client details and product lines.
- Proposal numbers match deal numbers.
- Pipeline stages move with real buyer activity.
- Reps stay in the tools they already use.
Which plan includes CRM integrations
| Plan | Price billed annually | Seats | CRM integrations |
|---|---|---|---|
| Starter | $24 per month | 1 | Zapier and webhooks |
| Growth | $74 per month | 5 | Plus HubSpot and Pipedrive |
| Business | $149 per month | 15 | Plus Salesforce |
| Enterprise | $399 per month | 50 | All, plus custom fields mapping |
Monthly billing is $49, $149, $299 and $799.
Templates and pages related to CRM integration
Deals often turn into the pricing proposal template or the business proposal template. Sales teams can see the full deal workflow on sales proposal software.
Frequently asked questions about proposal software CRM integration
Which CRMs are supported?
HubSpot and Pipedrive from Growth, Salesforce from Business, and all three with custom fields mapping on Enterprise. Every plan includes Zapier and webhooks.
What syncs back to the CRM?
Sent, opened, forwarded and signed events update the deal or opportunity linked to the proposal.
Can we create a proposal without a CRM?
Yes. You can create proposals from a brief, pasted notes or a template on every plan, with or without a CRM connected.
Do proposals created from deals use AI drafts?
When the AI writes the proposal from a deal, it counts as one AI draft in your monthly allowance. Filling in deal fields alone does not.
Can we use our own deal fields?
Custom fields mapping is part of Enterprise. Other plans map the standard deal fields.
Connect your CRM and send proposals from deals
Pick the plan with your CRM and create your next proposal straight from a deal.