Save Time by Keeping Your Contacts, Deals, and Proposals All Inside HubSpot.

Are you looking for a way to transition from Word, Google Docs, or PandaDocs to Hubspot digital proposals? Or do you need the standard template changed to fit your brand or business requirements?


My Proposal Template Development Process

  1. Contact me for a short consultation where you show me what you are currently using for proposal and what you would like to create inside HubSpot.
  2. If it makes sense to proceed, I will then provide a proposal of how I plan to solve your problem.
  3. Next, I would create a sandbox environment in your account where I can create the customized proposal templates and not interfere with your current flow.
  4. The next step would be to create a functional prototype. The goal is to get the data on the proposal as you require. The proposal will not look good yet but we will improve that in the next step.
  5. Now that the proposal template has the correct data on the page, the next step is to make visual refinements. The design phase could be quick or require more time to achieve your brand and business’s desired look and feel.
  6. Once everything is approved, I will apply the templates to your primary account and provide training on making updates yourself.
  7. I typically also provide one month of support after the launch to fix any bugs or add new features if they come up. Often, you can’t think of every scenario and use case so this step helps with that.


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Custom HubSpot Proposal Template Examples & Testimonials

hubspot custom quote templates examples jake lett

Contact me if you would like to see PDF samples of previous client projects.

Need a custom HubSpot Proposal Template Developer or Designer?

Contact me using the form below.

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Custom HubSpot Proposal Template Design & Development Service
Located in Metro Detroit, Michigan

HubSpot Certified (8 years experience), Hybrid Skillset (web design, development, SEO)

Custom HubSpot Proposal Template Design & Development Service

Serving the Metro Detroit, Michigan Area: Troy, Birmingham, Sterling Heights, Warren, Southfield, Ann Arbor, Auburn Hills, Utica, Rochester, Detroit, Lansing, Grand Rapids, Traverse City, Flint, Dearborn, Livonia.