A proposal tool that sits apart from everything else just creates more manual updates. MyProposal connects to the CRM and tools your team already runs on, so a proposal that is sent, viewed or signed updates the deal record on its own. The result is less double entry, cleaner pipeline data, and a single source of truth for every deal.
What you can do
Proposal sent, viewed and signed events flow into HubSpot, Salesforce, Pipedrive, Attio and more.
Push the proposal amount and the signed contract back to the deal record automatically.
Route open and signature alerts to email and the channels your team already watches.
Build custom flows on top of proposals with a public REST API and webhooks.
Stop updating two systems by hand. The CRM stays current on its own.
Integration FAQs
Major CRMs including HubSpot, Salesforce, Pipedrive and Attio, with more on the way.
Proposal status (sent, viewed, signed), the deal value, and the signed contract record.
Yes. A public REST API and webhooks let you build custom integrations and automations.
No. MyProposal works fully on its own. Integrations are there when you want to connect your stack.