HubSpot: Build and Send Proposals

Let's take a look at how to use our HubSpot integration.

You'll be able to generate personalized Qwilr Pages in seconds from a Deal, Company, or Contact record.

Creating your first Qwilr Page in HubSpot

Once you've set up your HubSpot template in Qwilr, you'll be able to use it from within your HubSpot account.

Step 1. Head to the Contact, Company or Deal record where you'd like to create a page. Then locate the Qwilr widget in the right sidebar. Click Create Qwilr.

Step 2. From there, select the template you want to use. Then click Create Qwilr once again.

Note: Not seeing your template? Make sure you're in the correct type of record. If you've converted your template for Deal records, for example, it will only be visible in Deal records - not in Contact or Company records.

And you're done! Now you'll see a mini dashboard for this page in your Qwilr widget.

Note: Pages you create from within HubSpot will default to a Live page status, so they're ready to share with your buyer.

Editing a page

You can update your new page at any time. Click on the page title in the Qwilr widget. This will open the page in Qwilr so you can edit it there.

Qwilr generates a unique URL for each page. Your client can see the page, but it won't be visible to search engines.

Right after you create a new page in HubSpot, a Share button will appear in the pop-up so you can grab the page link.

Alternatively, you can get the link any time from within the Qwilr widget. Click Actions and then choose Get Link.

A pop-up will open where you can copy the page URL. Then you can paste it into an email, instant message, text, or any other form of communication you use with your client.

If you want to add some security to the page, such as a password or time limit, you can do it from this pop-up as well.

Note: If you edit your page after sharing it, the changes will automatically be visible in the public page your client sees.

Monitoring page views and acceptance

Every time your Qwilr page is viewed you can see it in two places within Hubspot.

First, you'll see the total number of views in the Qwilr widget.

The other way to take a look within HubSpot, and see the specific time/date of each unique view, is over in the Activities tab on the record, under Activities (make sure that your filter is set to include integrations activities as well).

When your client has accepted the page, its status will update in the Qwilr widget as well. You'll also be notified by email.

Other things you can do in the Qwilr widget

At the bottom right corner of each Qwilr Page's mini dashboard, you'll see an Actions menu. It can do several things.

Preview

When you click Preview, you can view the Qwilr page you'll be sending to your client.

Get Link

Click Get Link to get the shareable link for your page. You can also add some security to the page here.

Download PDF

When you click Download PDF, you can choose to export your page in either portrait or landscape format.

Alternatively, you can copy the URL of the PDF to share or link.

Delete

You can delete any Qwilr Page that hasn't been accepted yet. When you click Delete, the page will be removed from the Qwilr widget and from your Qwilr account. You can learn more about deleted pages here.

Finding your pages in Qwilr

When you create Qwilr pages from a template in HubSpot, they're stored in Qwilr as "child pages" of that template. To access them, locate the template on your Qwilr dashboard. Hover over it and a View Children button will appear.

Click that button and you'll see a list of all the child pages you've created from this template. You can click on any of them to edit or share the page.