1. [Home](/) 2. [Questions](/questions) 3. Which proposal software integrates with Salesforce or HubSpot? 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](/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.com](https://pandadoc.com)as of Jul 2026 | $0 (free tier) | | [Better Proposals](/better-proposals) | Lists Salesforce, HubSpot, Zoho and Pipedrive among its integrations. | [betterproposals.io](https://betterproposals.io)as of Jul 2026 | $13/user/mo | | [DealHub](/dealhub) | Lists Salesforce, HubSpot and Microsoft Dynamics 365 among its integrations. | [g2.com](https://g2.com)as of Jul 2026 | Custom | | [GetAccept](/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.com](https://getaccept.com)as of Jul 2026 | $25/user/mo | | [Proposify](/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.com](https://proposify.com)as of Jul 2026 | $35/user/mo | | [QuoteWerks](/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.com](https://capterra.com)as of Jul 2026 | $15/user/mo | | [Storydoc](/storydoc) | Lists HubSpot, Salesforce, Pipedrive and Zoho among its integrations. | [storydoc.com](https://storydoc.com)as of Jul 2026 | $19.80/mo | | [Nusii](/nusii) | Lists HubSpot and Pipedrive among its integrations. | [nusii.com](https://nusii.com)as of Jul 2026 | $29/mo | | [Proposable](/proposable) | Lists Salesforce, HubSpot, Zoho, Microsoft Dynamics and Pipedrive among its integrations. | [proposable.com](https://proposable.com)as of Jul 2026 | $19/user/mo | | [Prospero](/prospero) | Lists HubSpot among its integrations. | [goprospero.com](https://goprospero.com)as of Jul 2026 | $12/user/mo | | [Qwilr](/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.com](https://qwilr.com)as of Jul 2026 | $35/user/mo | | [Bidsketch](/bidsketch) | Lists Salesforce among its integrations. | [bidsketch.com](https://bidsketch.com)as 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](/dealhub) and [QuoteWerks](/quotewerks). - If you are a small team on monthly billing, start with [PandaDoc](/pandadoc), [Better Proposals](/better-proposals) and [Proposify](/proposify). ## What to test in a trial 1. Create a proposal from a sandbox deal with three line items. 2. 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](/methodology) for how facts are dated and corrected. ## More questions on this topic Should proposal software sync to the CRM both ways? Ideally. Deal data flows in, and views, status and signature flow back for forecasting. Is proposal software the same as RFP software? No. Proposal tools create outbound sales documents; RFP tools answer inbound buyer questionnaires. ## Related questions - [Which proposal software has built-in e-signatures?](/questions/which-proposal-software-has-built-in-e-signatures) - [Which RFP software integrates with HubSpot?](/questions/which-rfp-software-integrates-with-hubspot) - [Best proposal software by use case](/best-proposal-software) - [All buyer questions](/questions) Compared tools on this page: PandaDoc, Better Proposals, DealHub, GetAccept, Proposify, QuoteWerks, Storydoc and Nusii and more.