Proposal templates speed up sales. Use PandaDoc or DocuSign to create master templates with merge fields, pricing tables, e-signature and approval workflows.

Proposal automation eliminates manual work. Connect HubSpot to PandaDoc so won deals trigger quote generation, add manager approval workflows and route for e-signature automatically.
Build proposal structure that wins. Present pricing effectively with clear tiers. Create reusable templates with dynamic fields. Automate generation from CRM. Track when prospects open proposals.
See playbook