Reports & Analytics
Proposal Template System
Dynamic proposal generator that pulls data directly from your CRM.
Overview
What It Does
Creates personalized proposals in seconds by pulling deal data, contact info, and pricing directly from HubSpot. No more copy-pasting or outdated templates.
Background
Why We Built It
Creating proposals manually is slow and error-prone. This system eliminates the grunt work so sales teams can focus on selling, not formatting documents.
Technology
Built With
HubSpotGoogle Docs APINode.js
#proposals#crm#documents
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