H
HubSpot
Request a contract from a HubSpot deal and see where it stands on the deal record.
Category
CRM
Works with
Sales Hub Professional and Enterprise
Set up by
A HubSpot super admin
Setup time
About 10 minutes
What it does
Request from the deal
Reps start a request from the deal sidebar. Company, amount and close date come across.
Status on the deal
Each step of the review shows on the deal timeline, from routing to ready to sign.
The signed copy on the record
When the agreement is signed, the final PDF is attached to the deal and its company.
How to set it up
A HubSpot super admin connects the app and picks which deal properties fill a request.
1
Install the app
Install Proviso from the HubSpot App Marketplace.
2
Connect your workspace
In Proviso, open Settings, then Integrations, and sign in to HubSpot.
3
Map deal properties
Choose which deal properties fill a request. Company, amount and close date are mapped for you.
4
Show the card
Add the Proviso card to the deal sidebar for your sales teams.