Create and close proposals with Zapier
Proposal management automation connects your tools and triggers workflows across pricing approval workflows, quote management, and eSignature and contract execution.
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Explore proposal management use cases
Proposal management automation connects your tools and triggers real-time actions across quote management, pricing approval workflows, and eSignature and contract execution. Build workflows that eliminate manual work and keep your entire sales stack in sync.
eSignature & contract execution
Close contracts faster with automated signature routing, record updates, and execution alerts
Pricing approval workflows
Accelerate deal approvals with automated request routing, approver alerts, and pricing status updates
Quote management
Speed up quote delivery with automated quote intake, approval routing, and CRM updates
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier hilft uns, weit über 50% mehr Deals abzuschließen, als wir es ohne Zapier tun würden. Es ist ein Schlüsselelement unserer Gesamtstrategie und somit auch unseres Verkaufsarguments.
Raphael BochnerGründer und CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Transform your proposals with Zapier
Zapier helps you automate proposal management with less manual follow-up. Approve pricing, generate quotes, and execute contracts—and that’s just the start.
Pricing approval workflows
Faster approvals, fewer bottlenecks
Automate pricing approval workflows from submission to decision. Route exception requests from HubSpot or Salesforce into Slack, capture approvals, and log outcomes fast. Your sales team gets quicker turnaround and cleaner approval trails.
Automated pricing requests
Capture pricing requests from forms or CRM updates and route them instantly. Reps stop chasing approvers and every proposal starts moving faster.
Approval route by deal size
Send high-value or discounted deals to the right approver based on amount or margin. Approval paths stay consistent across every sales proposal.
Real-time exception alerts
Alert approvers in Slack when pricing exceptions need review. Fast notifications cut waiting time and keep proposal automation moving.
Threshold-based approvals
Apply rules for discounts, terms, or package changes before a quote goes out. Teams reduce risk without reviewing every deal manually.
Approval audit trails
Log each approval decision in HubSpot or Salesforce with timestamps and owner details. You get a clear record for every proposal change.
So funktioniert's
Proposal management automation connects your tools, detects quote, approval, and signature updates, and triggers workflows automatically. Track approvals, proposals, and signed contracts in real time—without manually chasing status updates.
Schritt 1
Connect your tools
Integrate platforms like HubSpot, Salesforce, PandaDoc, CRM platforms, and eSignature tools to centralize proposal data.
Schritt 2
Define triggers
Set conditions for quote requests, pricing exceptions, approval delays, signature status, or contract completion.
Schritt 3
Automate & measure
Send alerts, create records, update forecasts, and continuously track proposal cycle time improvements automatically.
Ready to automate your entire workflow?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.