Create a frictionless experience with sales documents in HubSpot CRM

Thu, Jun 24, 6:00 AM (UTC)

About this event

Join Pete Nicholls CF APMP, the founder of HubDo and creator of Proposal.Works to discuss how to create a frictionless experience with sales documents in HubSpot CRM. We’ll be comparing options from HubSpot Quotes against integrating other E-Sign and Proposal Tools, show you how to automate and streamline your sales process, using PandaDoc as an example and finish with a Q&A discussion. 

Who’s this event for?

This session is for business owners, managers and individual contributors in marketing or sales roles, currently using or considering HubSpot CRM for creating and sending Business Proposals as part of the sales process.

What will you learn:

- How to save 5 to 20 hours per month creating custom proposals integrated with HubSpot.
- How to create and send professional proposals that look the part instead of "emailing a PDF"
- How proposal tools ease the task of getting deals through to signature and payment
- How to respond faster when the opportunity appears for moving a deal forward at the proposal stage
- How to streamline the sales process to remove friction
- And how to cut through and differentiate your proposals using engagement techniques such as embedded video
- Insight as to how professionals write proposals differently to most sales teams.



  • Pete Nicholls CF APMP


    Founder & CEO


  • Ryan Jones

    Refuel Creative

    HUG Leader

  • Rubina Carlson

    Refuel Creative

    Digital Marketing Manager


Refuel Creative