Sales proposal software

Which proposal software integrates with Salesforce or HubSpot?

Short answer

12 proposal tools list a CRM integration: PandaDoc, Better Proposals, DealHub, GetAccept, Proposify, QuoteWerks and 6 more. Check field mapping on your own CRM: a proposal tool that cannot fill pricing tables from deal line items will still mean copy and paste.

12 tools qualify on recorded evidenceNo paid placement

Sources checked through Jul 2026

Tools that qualify, with the evidence

Rule: Salesforce, HubSpot, Pipedrive, Microsoft Dynamics or Zoho appears in the integration list. Ordered by the related capability scores; ties go to sourced research facts, then overall score. Source dates are when the fact was read.
Tool	Evidence	Source	Starting price
PandaDoc	Lists Salesforce, HubSpot, Pipedrive and Zoho among its integrations. Plan note: The Salesforce integration is a paid add-on, available only on Business Annual and Enterprise Annual plans.	pandadoc.comas of Jul 2026	$0 (free tier)
Better Proposals	Lists Salesforce, HubSpot, Zoho and Pipedrive among its integrations.	betterproposals.ioas of Jul 2026	$13/user/mo
DealHub	Lists Salesforce, HubSpot and Microsoft Dynamics 365 among its integrations.	g2.comas of Jul 2026	Custom
GetAccept	Lists Salesforce, HubSpot, Microsoft Dynamics and Pipedrive among its integrations. Plan note: CRM integrations, including HubSpot, Pipedrive, Salesforce and Microsoft Dynamics, are paid add-ons on eSign and Professional and included only on Enterprise.	getaccept.comas of Jul 2026	$25/user/mo
Proposify	Lists Salesforce, HubSpot, Pipedrive and Zoho among its integrations. Plan note: The Salesforce managed package is a premium integration: included on Scale (10 seats, billed annually) and a paid per-user add-on below that.	proposify.comas of Jul 2026	$35/user/mo
QuoteWerks	Lists Salesforce, HubSpot and Zoho CRM among its integrations. Plan note: On QuoteWerks Desktop, the $15 Standard edition links only to its built-in contact database and Outlook; CRM links (Salesforce, HubSpot, Zoho) need Professional and PSA links (ConnectWise, Autotask) need Corporate.	capterra.comas of Jul 2026	$15/user/mo
Storydoc	Lists HubSpot, Salesforce, Pipedrive and Zoho among its integrations.	storydoc.comas of Jul 2026	$19.80/mo
Nusii	Lists HubSpot and Pipedrive among its integrations.	nusii.comas of Jul 2026	$29/mo
Proposable	Lists Salesforce, HubSpot, Zoho, Microsoft Dynamics and Pipedrive among its integrations.	proposable.comas of Jul 2026	$19/user/mo
Prospero	Lists HubSpot among its integrations.	goprospero.comas of Jul 2026	$12/user/mo
Qwilr	Lists HubSpot, Salesforce, Zoho, Pipedrive and Microsoft Dynamics 365 among its integrations. Plan note: The Salesforce integration is included only on the Scale plan, the top tier (10-user minimum).	qwilr.comas of Jul 2026	$35/user/mo
Bidsketch	Lists Salesforce among its integrations.	bidsketch.comas of Jul 2026	$15/mo

Why this question matters

Proposal tools are mostly used by sellers, so the CRM connection decides adoption. The useful version fills the proposal from the deal and pushes status, views and signature back.

Which one fits your situation

If you need quoting and CPQ as well, start with DealHub and QuoteWerks.
If you are a small team on monthly billing, start with PandaDoc, Better Proposals and Proposify.

What to test in a trial

Create a proposal from a sandbox deal with three line items.
Sign it and check what the CRM shows afterwards.

Caveats

Several tools gate CRM integrations to higher plans.
A listed integration may be via Zapier rather than native.

How we decided who qualifies

Only sales proposal tools with a published profile are checked. A tool is named here only when its record shows the rule above, either in a sourced research fact or in the reviewed profile, and we publish an answer only when at least three tools qualify. A tool missing from the table may still do this; it has not been documented in a way we could source. Read the research methodology for how facts are dated and corrected.