This production-ready SaaS lets HubSpot agencies generate professional client proposals from CRM deal data in seconds using AI. It eliminates manual proposal creation by pulling contact, company, deal, and pricing data directly from HubSpot and generating a complete, polished proposal instantly. Users edit in a drag-and-drop block editor, send as a trackable link or PDF, and see exactly when prospects open it — with activity syncing back to HubSpot automatically. Key Highlights ✅ HubSpot Native: Pulls live deal data via OAuth — no copy-pasting, no manual entry. ✅ AI Generation: Complete proposals generated in seconds using Claude AI. ✅ Proposal Tracking: Know when prospects open your proposal and how long they spend on it. ✅ PDF Export: Download client-ready PDFs in under a second. ✅ Stripe Billing: Three plans ($79/$149/$299/mo) fully configured and ready to activate. ✅ Team Ready: Role-based permissions, invite flow, and multi-user support built in. ✅ Fully Deployed: Live on Render and Supabase — operational day one.
Brand new app. Full upside for the buyer. Primary channel: HubSpot Marketplace — 228,000+ customers, built to their integration standards and ready for submission. Secondary channels: HubSpot Community forums (users actively request proposal tooling), outbound to HubSpot agencies and resellers. Expansion path: Core architecture supports Salesforce and Pipedrive with minimal rework.