Announcing Better Proposals’ Advanced HubSpot Integration

Integrating HubSpot with your Better Proposals account has made it easier for you to fill in data in the documents you’re sending and stay on top of your deals. And while searching for companies and syncing your documents with HubSpot Deals has saved you tons of time, we’re excited to announce that we’ve made some major improvements. Read on and find out what you can do with HubSpot on the Enterprise plan.

Search by contact

Up to now, integrating HubSpot with your Better Proposals account meant that you could search for companies you wanted to send documents to directly from your CRM. You would simply start typing the company name into the search bar, choose the company, and then tick the relevant contacts. 

With the Advanced HubSpot integration, you can now also search by contact. This means that, whatever search term you enter, you will see both companies and contacts in the results. Thanks to this new functionality, you no longer need to remember which company your contact is associated with.

Contacts assigned to a company

Once you’ve chosen a contact assigned to a company, the system will automatically pull in the data you have in HubSpot. The process of sending them documents remains the same, while eliminating the extra step of sifting through all the contacts you have at a specific company.

Individual contacts

Besides making it faster to find the people you need to sign your documents at a company, searching by contact also makes doing business directly with end-users easier. The Advanced HubSpot integration allows you to send documents to individual contacts in your CRM through Better Proposals. This saves you the extra time of logging into your HubSpot account and searching for the data manually.

As you know, in Better Proposals you always send documents to companies. So, once you’ve searched for a contact not assigned to a company and clicked on their name, Better Proposals will create a “company” under their name inside the system. This change won’t reflect on your HubSpot contact.

Sync your custom fields

To make data input faster and easier, you can now sync your HubSpot Custom Properties with Better Proposals Custom Merge Tags. That way, the data from HubSpot is automatically prefilled into your Better Proposals documents, eliminating the need for manual input.

Improved activity tracking

Up to now, integrating HubSpot with Better Proposals allowed you to track when your document was created, sent, and signed. Now, thanks to your feedback, we’ve also added PDF download and forward notes so you have even more information on what’s going on with your documents.

Launch Better Proposals directly from HubSpot

With the Advanced HubSpot integration, you now have the option to add Better Proposals document creation buttons directly to your HubSpot account. Clicking on the buttons will redirect you to the Better Proposals app, where you will be able to create a new document for any Contact, Company or Deal prefilled with the information from HubSpot.

Start closing deals faster than ever before

When you’re dealing with a large number of leads, you want your CRM and proposal software to be in complete sync. So, if you already haven’t, sign up for the Better Proposals Enterprise plan and start streamlining your workflow with the help of our Advanced HubSpot integration.