Is your pipeline under control - but deals still stall at the finish line?
You can manage contacts, log activities, and track pipeline health. Yet, when it’s time to send proposals, follow up, and secure signatures, manual steps still cost you speed and precision.
You’ve felt it: a buyer is engaged, the conversation’s hot - and then things slow down.
The proposal takes too long to build. The follow-up timing is off. The signature gets delayed in someone’s inbox. Momentum fades, and with it, the deal.
That’s not a process problem - it’s a workflow gap.
Proposal software built for HubSpot closes that gap. It turns manual tasks into automated flows, turns scattered tools into a single, seamless process, and turns “almost closed” into “deal signed.”
Let’s break down how it works - and why it’s helping sales teams close faster, more often.
The HubSpot + GetAccept integration (at a glance)
GetAccept’s native HubSpot integration helps sales teams:
- Auto-fill proposals using HubSpot contact and deal data
- Track document opens, views, and time spent in real-time
- Automate follow-ups based on buyer activity
- Collect secure e-signatures - no extra tools or platforms needed
- Sync signed data instantly to CRM records All within one connected workflow, without leaving HubSpot.
But how do you know if your current workflow is costing you more than it should?
5 signs your HubSpot CRM needs proposal software
HubSpot is a powerful CRM - but on its own, it isn’t built to handle the full sales cycle.
For many teams, the friction begins where the CRM ends: proposal creation, buyer engagement, and final approvals.
If your team is relying on disconnected tools or manual workarounds for these steps, it might be costing you deals without you realizing it.
Here are five signs your current workflow is holding you back - and how proposal software fills the gaps:
|
Challenge |
How proposal software solves it |
|
You spend too much time creating proposals |
Auto-fill dynamic templates with contact and deal data from HubSpot - no copy/paste required |
|
You have no visibility into buyer interest |
Track document opens, time spent per section, and shares in real-time, all within your CRM |
|
Follow-ups feel random and inconsistent |
Set automated reminders and follow-up triggers based on buyer behavior and document activity |
|
Deals stall waiting for signatures |
Collect secure e-signatures in the same document - no extra tools or back-and-forth emails |
|
Your proposals feel static and generic |
Add video intros, custom branding, and interactive pricing to create engaging, tailored proposals |
Each of these pain points adds friction to your pipeline and together, they slow down your sales engine. The good news? You don’t need to overhaul your tech stack - just enhance your HubSpot workflow with the right layer of automation, visibility, and buyer engagement.
The business impact of proposal software for HubSpot
A fragmented closing process slows down deals.
With proposal software integrated into HubSpot, you can automate workflows, track engagement in real time, and eliminate delays from proposal to signature.
Here’s how it transforms your deal flow.
Close deals faster with shorter signature cycles
Waiting days for signatures slows your team down and puts deals at risk.
With automated document flows and e-signatures, your team can move quickly from proposal to close - without jumping between tools.
Teams using GetAccept have cut average signature time by 50%.
Boost win rates with real-time engagement insights
When you know how buyers interact with your proposals, follow-ups become smarter and more effective.
Track opens, views, and time spent on each section so reps can engage at exactly the right moment - with messaging that aligns to what the buyer cares about most.
Sales teams have increased their win rate by 30% and reduced average conversion time from 81 hours to just 9 with GetAccept.
Save hours every week by eliminating manual admin
Manually entering contract details and updating records eats up valuable selling time.
With GetAccept’s HubSpot integration, proposal creation, data syncing, and follow-ups are fully automated - so reps can focus on closing, not copy-pasting.
Teams have saved more than 10 hours per week by removing manual tasks.
How GetAccept customers use proposal software for HubSpot CRM
Here are five customers using sales proposal software for HubSpot CRM to automate sales workflows, improve buyer engagement, and close deals faster.
1. Automate data syncing and eliminate manual work
Customer case study: SmartPricing
SmartPricing is a fast-growing revenue management platform serving hotels across Europe. As the company scaled, its sales team struggled with manual data entry between HubSpot and Chargebee after contracts were signed - leading to human errors, inefficiencies, and inconsistent records.
With GetAccept Automations integrated into their HubSpot workflow, SmartPricing now syncs billing, subscription, and customer data instantly across both HubSpot and Chargebee - removing over 10 hours of manual work per week.
The system automatically checks for existing customers in Chargebee, updates data fields, and creates new records when needed - ensuring clean, accurate data without duplication.
With GetAccept, SmartPricing benefits from:
- Automated data syncing: Contract information auto-populates across both HubSpot and Chargebee, ensuring accuracy and consistency.
- Faster workflows: The sales team no longer re-enters billing data manually, freeing time to close more deals.
- Scalable processes: GetAccept’s solution supports SmartPricing’s expansion across Europe without requiring additional headcount or admin resources.
“We’ve managed to save over 10 hours of admin work per week thanks to the GetAccept Automation between HubSpot and Chargebee. It creates recurring revenue we enjoy continuously."
Read more2. Digitize contracts and maintain CRM accuracy
Customer case study: Jeeng
Jeeng helps publishers drive revenue through personalized audience engagement - and relies on HubSpot CRM to manage its fast-paced sales cycle.
But manually sending contracts, collecting customer info, and updating HubSpot created friction. Reps had to email documents, chase missing billing details, and manually enter data - leading to errors and slowing deal velocity.
With GetAccept integrated into HubSpot, Jeeng digitized its contract workflows and automated the entire process. Sales reps use CRM data to populate contracts and require buyers to complete critical fields like billing info and VAT numbers.
Once signed, all data flows back into the correct HubSpot record - accurately and instantly.
With GetAccept, Jeeng benefits from:
- Automated contract syncing: Signed documents and buyer-submitted details are instantly logged in HubSpot, with zero re-entry.
- CRM data integrity: Required input fields ensure reps capture accurate billing and company data every time.
- Operational efficiency: Reps spend less time on admin - and more time building relationships and closing deals.
"We chose GetAccept not only because of their great product, but also because of their professionalism and attentiveness to our business needs."
Read more3. Accelerate deal velocity with real-time engagement
Customer case study: Eldo
Eldo offers a 7-in-1 platform helping Home Improvement businesses digitize operations - from lead generation to customer communication. As demand for their services grew, they needed a faster, easier way to create contracts, track engagement, and close deals - all without burdening reps with admin work.
With GetAccept’s HubSpot integration, Eldo replaced their outdated electronic signature software with a tool built for speed and simplicity. Reps now use pre-built, branded templates stored in HubSpot to quickly tailor proposals to each buyer.
Real-time tracking shows how buyers interact with documents, while automated reminders (including via SMS) help accelerate signing - even on-site.
With GetAccept, Eldo benefits from:
- Dynamic proposal templates: Branded, customizable templates help reps build accurate, professional contracts - fast.
- Engagement analytics: Sales teams are alerted when a contract is opened and can track which sections buyers focus on.
- Faster sign-off: Automated follow-ups and mobile-friendly e-signatures keep deals moving, wherever the buyer is.
"GetAccept is the ideal contracting tool to simplify the daily life of sales teams."
Read more4. Align sales and operations with one connected workflow
Customer case study: Crisp Video Group
Crisp Video Group, a fast-growing video marketing agency, needed a document solution that integrated seamlessly with their existing tools - especially HubSpot.
Their sales and operations teams had outgrown a disconnected eSignature platform and wanted a more fluid, scalable way to send, track, and manage contracts and onboarding documents from a single system.
With GetAccept’s HubSpot integration, Crisp’s sales team can send proposals without leaving their CRM, personalize messaging using deal notes, and stay responsive using mobile alerts and live chat.
Post-signature, documents are automatically stored in Google Drive, and Google Analytics helps track recipient engagement. The operations team has since adopted GetAccept to streamline onboarding documents like release and commitment forms.
With GetAccept, Crisp Video Group benefits from:
- Integrated sales workflows: Proposals are created and sent directly from HubSpot, eliminating context-switching and manual entry.
- Faster client response: Mobile app notifications and texting make it easy to follow up quickly and personally.
- Cross-team adoption: Both sales and operations use GetAccept to create a frictionless experience from first touch to onboarding.
"Whenever anyone asks about E-Signing or sales enablement, I don’t know if a better solution exists! It's the easiest to use, has the right features, best adoption, and removes the barriers with E-Signatures."
Read more5. Create secure, compliant agreements directly in HubSpot
Customer case study: Ignition Program
Ignition Program, a French HR and recruitment agency, wanted to streamline how it created, signed, and tracked partnership agreements - directly from HubSpot.
Their goal was to replace fragmented workflows with a secure, centralized system that made it easy for both teams and clients to collaborate and sign documents quickly.
With GetAccept, Ignition’s teams can now generate personalized contracts in a few clicks using HubSpot data and prebuilt templates.
Two-factor authentication and signing order controls ensure only authorized individuals complete signatures - solving previous concerns around document security and compliance.
With GetAccept, Ignition Program benefits from:
- Efficient, secure document creation: Agreements are generated, personalized, and sent directly from HubSpot, with full signature tracking and access controls.
- CRM-connected storage and oversight: All contracts are saved and visible in HubSpot, with real-time status updates for every stakeholder.
- Faster turnaround time: With streamlined processes and mobile-ready signing, the average signing period has dropped from 8 days to just 4.
"With GetAccept, we generate our contracts in one click and have them signed securely."
Read moreThe bottom line
HubSpot CRM gives your sales team the structure to manage deals - but without the right proposal workflow, your process can still break down where it matters most: at the close.
With GetAccept’s proposal software for HubSpot, you eliminate the bottlenecks that slow down your pipeline.
From dynamic proposals to real-time engagement tracking, automated reminders, and seamless e-signatures, you give your reps everything they need to move faster - and sell smarter.
No more scattered tools. No more wasted time. Just a connected, efficient, and data-driven way to close more deals - without ever leaving your CRM.
Ready to integrate the best of both worlds?
