Automatically Generate Sales Proposals from HubSpot Deals
Stop wasting hours copying Deal data into proposals. Automatically generate professional, branded sales proposals directly from HubSpot with zero manual work.
Quick Answer
To generate sales proposals from HubSpot automatically, connect HubSpot to a document automation platform like TurboDocx, create proposal templates with HubSpot field placeholders, and generate branded proposals directly from any Deal record in 5 minutes. The entire setup takes 30 minutes.
30 minutes
5 minutes
+32%
The Problem with Manual HubSpot Proposals
Sales reps spend 4-6 hours creating each proposal manually. Here's what they're doing:
- Copy-pasting data: Manually pulling company names, deal amounts, contact info from HubSpot into Word
- Formatting nightmares: Fighting with Word tables, fonts, spacing to match brand guidelines
- Errors everywhere: Typos in company names, wrong pricing, outdated contact info
- Version chaos: "Proposal_Final_v3_ACTUALFINAL_edit2.docx"
- Lost momentum: Deals go cold while waiting for proposal approvals
HubSpot proposal automation eliminates all of this. Once set up, reps generate pixel-perfect, branded proposals in 5 minutes—directly from the Deal record, with all data pulled automatically. No copy-paste, no formatting, no errors.
Why This Matters for Revenue
Sales teams using automated proposal generation from HubSpot report:
- 18 hours saved per rep per week (redirected to selling)
- 95% reduction in proposal errors that cost deals
- 23% more deals closed per rep with time saved
- 4.2x faster proposal delivery (4 hours → 5 minutes)
How to Automate HubSpot Proposal Generation (Step-by-Step)
Choose Your Document Automation Platform
Connect HubSpot to a document automation tool
You need a platform that can read HubSpot data and generate Word/PDF documents. TurboDocx is purpose-built for this (and it's free).
TurboDocx (Recommended)
- ✓ Native HubSpot integration
- ✓ AI-powered field mapping
- ✓ Built-in eSignature (TurboSign)
- ✓ Complex templates with tables
- ✓ 100% free
Other Options
- • PandaDoc ($$)
- • Proposify ($$)
- • WebMerge ($)
- • Custom code (complex)
💡 Why TurboDocx for HubSpot?
Unlike expensive alternatives or complex custom code, TurboDocx gives you enterprise-grade proposal automation for free. Generate proposals from Deals, automatically populate all HubSpot fields, and send for eSignature—all without leaving HubSpot.
Create Your Proposal Template
Design your branded template with HubSpot field placeholders
Start with your existing proposal template (Word or Google Docs). Replace hard-coded data with HubSpot field placeholders.
Common HubSpot Fields for Proposals:
Deal Fields:
- {
dealname} - {
amount} - {
closedate} - {
dealstage} - {
pipeline}
Company Fields:
- {
company.name} - {
company.domain} - {
company.city} - {
company.state} - {
company.industry}
Contact Fields:
- {
contact.firstname} - {
contact.lastname} - {
contact.email} - {
contact.phone} - {
contact.jobtitle}
Custom Properties:
- {
annual_contract_value} - {
implementation_timeline} - {
solution_type} - {
discount_percent}
🤖 Intelligent Field Matching
TurboDocx understands context. Whether you write {CompanyName}, {Client}, or {Organization}, the AI knows you mean company.name. Same for custom properties—just use a descriptive name and the AI figures out the rest.
Works with custom properties too: {ProjectBudget} → project_budget
Map HubSpot Fields to Your Template
Connect your template placeholders to HubSpot data
TurboDocx's AI automatically detects field names in your template and maps them to HubSpot properties. For custom fields, you can manually specify the exact HubSpot internal name.
✨ AI Field Mapping
TurboDocx scans your template, identifies all placeholders like {DealName} or {ContactEmail}, and automatically suggests matching HubSpot properties. Just confirm and you're done.
Generate Proposals from HubSpot Deals
One-click generation directly from any Deal record
Once your template is set up, generating proposals takes just 5 minutes. Open any HubSpot Deal, select your template, and click generate. TurboDocx pulls all the data automatically and creates a pixel-perfect proposal.
Two Ways to Generate:
Option 1: TurboDocx App (Manual Generation)
Log into TurboDocx and connect to HubSpot
Select the HubSpot Deal from your list
Choose your proposal template (or let AI select based on deal size)
Click "Generate" and download your branded proposal
Send for eSignature with TurboSign (optional)
Option 2: HubSpot Workflows (Fully Automated)
Use HubSpot Workflows to automatically trigger proposal generation when a Deal reaches a specific stage (e.g., "Proposal" or "Contract Sent").
Rep moves Deal to "Proposal" stage in HubSpot
HubSpot Workflow triggers TurboDocx API via webhook
Proposal auto-generated and sent to contact email
Rep gets Slack notification: "Proposal sent to [Company Name]"
Send for eSignature (Optional)
Built-in eSignature with TurboSign—no DocuSign needed
After generating the proposal, you can send it directly for eSignature using TurboSign (included free with TurboDocx). No need for separate DocuSign subscriptions.
eSignature Workflow:
Generate Proposal from Deal
TurboDocx creates the proposal with all HubSpot data
Send for eSignature with TurboSign
Email automatically sent to contact.email from HubSpot
Client Signs Electronically
No account needed, works on any device
✨ Why TurboSign vs DocuSign?
- • Free: TurboSign is included with TurboDocx at no cost (5 free signatures/month, then pay-as-you-go)
- • Integrated: No need to log into a separate platform or juggle two tools
- • Fast: Generate and send proposals for signature in one seamless workflow
- • Simple: Recipients don't need accounts—just click, sign, done
📊 Track Everything in HubSpot
View eSignature status directly on the Deal record: Sent, Opened, Signed, or Declined. Set up HubSpot notifications to alert the rep when the client opens or signs the proposal. No more "did they see it?" follow-up emails.
Real-World HubSpot Proposal Automation Example
SaaS Company: $250K Deal Automation
A SaaS sales team closes 40 enterprise deals per month. Before automation, each proposal took 4 hours. With TurboDocx + HubSpot Workflows, they now generate proposals in 5 minutes or fully automate them.
The Workflow:
- ✓Rep moves Deal to "Proposal" stage in HubSpot
- ✓HubSpot Workflow automatically triggers TurboDocx proposal generation
- ✓All Deal data, Company info, and Contact details populate automatically
- ✓AI selects enterprise template (15 pages) for deals over $100K automatically
- ✓Manager approves via HubSpot (approval workflow only for deals > $50K)
- ✓Proposal sent to contact.email via TurboSign for eSignature
- ✓Total time: 5 minutes (manual review) or 0 minutes (fully automated)
32%
Higher win rate from faster response
98%
Reduction in data entry errors
240hrs
Saved per month (team of 10 reps)
Advanced HubSpot Proposal Features
Dynamic Field Population
Automatically populate any HubSpot property into your templates. Pull data from Deals, Companies, Contacts, or any custom object. Create professional tables with your brand colors and formatting.
Format: Works with all standard and custom HubSpot properties
AI Content Generation
Use AI to generate custom sections based on HubSpot data. For example: "Write a 2-paragraph executive summary for a deal with {company.industry} and {dealname}."
Powered by: TurboDocx AI with context from your HubSpot data
HubSpot Workflow Integration
Trigger proposal generation automatically based on Deal stage changes, property updates, or custom logic. Connect to n8n or Zapier for advanced automation workflows.
Example: Auto-generate when Deal reaches "Decision Maker Buyoff"
Frequently Asked Questions
What if I need approval before proposals are sent to clients?
Set up approval workflows based on deal characteristics. For example, proposals over $50K require manager approval. The manager receives a Slack notification, reviews the proposal in HubSpot, and approves/rejects with comments. Once approved, the proposal automatically goes out for eSignature. Rejected proposals route back to the rep with feedback.
Can I use this for complex proposals with charts, images, and custom branding?
Absolutely. TurboDocx supports rich formatting including your company logo, product screenshots, charts, tables, headers/footers, and custom fonts. Upload your fully-branded template with all the design elements—TurboDocx just fills in the data. The output is pixel-perfect every time.
What happens if HubSpot properties are empty or missing data?
This is the beauty of AI prompting—you can tell TurboDocx exactly how to handle missing data. Set default values (e.g., if closedate is empty, show "TBD"), hide entire sections if certain properties are blank, or display custom messages. You control the behavior through simple instructions, preventing proposals with awkward blanks or broken formatting.
Can I track proposal views and engagement?
Yes. When you send proposals via TurboSign for eSignature, you get tracking data: when the recipient opened it, how long they spent viewing it, and whether they signed or declined. All of this data is visible directly on the HubSpot Deal record. Set up alerts to notify the rep when the client opens the proposal.
How long does setup take for a sales team?
Initial setup (connect HubSpot, create first template, generate test proposal) takes about 30 minutes. Configuring additional templates, approval workflows, and HubSpot Workflow automation typically takes under an hour depending on complexity. Most teams are fully up and running the same day. We provide templates and guides to speed this up.
Does this work with HubSpot line items?
Yes! TurboDocx can pull line items from HubSpot Deals and populate them into tables in your proposals. This is perfect for itemized quotes, product lists, and pricing breakdowns. The AI automatically formats the table to match your brand guidelines.
Ready to Automate Your HubSpot Proposals?
Stop wasting hours on manual proposal creation. TurboDocx connects directly to HubSpot, generates pixel-perfect proposals in 5 minutes, includes built-in eSignature, and is completely free. Join 500+ sales teams already using automated proposals.
💳 No credit card required • ⚡ Setup in 30 minutes • 🔒 Enterprise-grade security