Sales proposal software that moves the deal from CRM to signature
A sales rep should not spend an afternoon on a document while the deal cools down. ProposalCreation starts the proposal from the deal in your CRM, writes it with AI in your company style, sends it as a tracked link and lets the buyer sign inside it. Every open, every section read and every signature flows back to the deal, so the pipeline shows what the buyer is actually doing.
How a sales proposal goes from deal to signed
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Start from the deal
open a HubSpot, Pipedrive or Salesforce deal and create a proposal with contact, company and products already filled in.
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Draft with AI
add call notes or the buyer's requirements, and the AI writes the summary, scope, pricing table and terms.
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Send a tracked link
the buyer opens a clean web page, not an attachment, and can forward it to colleagues.
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Follow the buyer
get notified on the first open, see which sections were read, and send a reminder when it goes quiet.
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Close with e-signature
the buyer signs in the same link and the deal updates in your CRM.
Proposals created from your CRM deals
Connecting your CRM removes the copy and paste between systems. Growth connects HubSpot and Pipedrive, Business adds Salesforce, and Enterprise adds custom field mapping for teams with their own deal properties. Every plan includes Zapier and webhooks. When a proposal is opened or signed, the status syncs back to the deal, so forecasting is based on buyer activity rather than a rep's guess. Read more about proposal software CRM integration.
See what the buyer reads before you call
Timing matters in sales. You get an alert the moment the buyer opens the proposal. Growth shows time per section, so you know before the call whether the pricing table or the implementation plan got the attention. Business adds forwarded views, which reveal when the proposal reached a new stakeholder, and automatic reminders when nobody has opened it. The rep calls with context instead of asking whether the email arrived.
E-signature closes the deal in the same link
No printing, no PDF round trips. The buyer reviews the proposal, picks optional add-ons and signs. You can add several signers and a signing order, for example the champion first and the budget holder second. Signatures are legally binding electronic signatures under the U.S. ESIGN Act and UETA, with an audit trail certificate attached to each signed document. See e-signature for proposals.
Benefits for sales teams and sales leaders
- Reps send proposals the same day as the call, written from their notes.
- Prices and terms come from the shared catalog, so every rep quotes the same numbers.
- Discounts above the threshold go to a manager on Business and Enterprise.
- Pipeline stages reflect real buyer activity synced from each proposal.
- Seats are included in flat team plans, so the whole team works in one tool.
Which plan fits a sales team
| Plan | Price billed annually | Seats | CRM | Tracking |
|---|---|---|---|---|
| Starter | $24 per month | 1 | Zapier and webhooks | Opens |
| Growth | $74 per month | 5 | Plus HubSpot and Pipedrive | Opens and time per section |
| Business | $149 per month | 15 | Plus Salesforce | Plus forwarded views and reminders |
| Enterprise | $399 per month | 50 | All, plus custom fields mapping | Same as Business |
Monthly billing is $49, $149, $299 and $799. E-signature and unlimited sending of created proposals are in every plan.
Templates for sales proposals
Reps usually start from the business proposal template or the pricing proposal template. Teams selling software subscriptions use sales quoting software for order forms, and teams focused on numbers see our AI quoting software.
Frequently asked questions about sales proposal software
Which CRMs connect to ProposalCreation?
HubSpot and Pipedrive on Growth, Salesforce on Business, and custom field mapping on Enterprise. Every plan includes Zapier and webhooks for other tools.
Does the proposal status update in the CRM?
Yes. Opens and signatures sync back to the deal, so your pipeline shows where each proposal stands.
Can the buyer forward the proposal to colleagues?
Yes. The link can be forwarded, and on Business and Enterprise you see forwarded views when a new person opens it.
Can several people sign one proposal?
Yes. Add multiple signers and set a signing order. Each signature is recorded in the audit trail certificate.
Is there a limit on how many proposals we send?
Sending of the proposals you create is unlimited on every plan. AI drafts and rewrites have monthly allowances per plan.
Send your next sales proposal today
Connect your CRM, open a deal and send a tracked proposal while the call is still fresh.