Will Hubi send a proposal to a client without my sign-off?

No. Sending a proposal is a customer-facing action, so Hubi drafts it and shows you the document and recipient for approval first, unless you've set a standing rule to send certain proposals directly.

Can Hubi start from one of my existing templates?

Yes. Hubi can list your Better Proposals templates and build a new proposal from the one you name, so the branding and structure you've set up come through automatically.

What can Hubi see in my Better Proposals account?

Whatever the API key's scope allows - typically your proposals, templates, clients, and their view and signature analytics. It works with those objects and does not touch billing or account settings.

How quickly does Hubi know a proposal was signed?

Better Proposals records opens and signatures as they happen, so when you ask, Hubi reports the current status within the platform's normal processing delay rather than a fixed daily refresh.

Can Hubi connect a signed proposal to my CRM?

Yes. You can chain Better Proposals with other connected tools, so a signature can trigger Hubi to update a deal in your CRM or post a note to your sales channel in one instruction.

All Integrations

Better Proposals

Commerce Proposal & Invoice Management

The deal cools while the proposal sits in a half-finished draft, and you only find out it was opened when the client mentions it. Hubi creates proposals in Better Proposals from a brief, sends them for signature, and tells you the moment one is viewed or signed - so the document keeps pace with the conversation.

23 tools available

USE CASES

How businesses use Better Proposals + Hubi AI

Real automation scenarios powered by this integration.

📄

Draft a proposal from a brief

Tell Hubi the client, scope, and price and it builds the Better Proposals document ready for your review.

Create ProposalGet ProposalList Templates

📬

Send a proposal for signature

Once you approve the draft, Hubi sends the Better Proposals document to the client and confirms it went out.

Send ProposalGet ProposalGet Client

👀

Check whether a proposal was opened

Ask about a deal and Hubi pulls the proposal's view and signature status from Better Proposals into a plain answer.

Get ProposalList ProposalsGet Analytics

🤝

Flag a signed deal to your team

When a proposal is signed, Hubi reads the status and posts a heads-up to your CRM or sales channel.

List ProposalsGet ProposalGet Client

HOW IT WORKS

Get started in 3 steps

No workflows to build. Just connect, chat, and automate.

Connect Better Proposals

Authorize your account with one click. Hubi AI gets secure access to 23 tools.

Talk to your agent

Describe what you need in plain language. Your AI agent understands context and picks the right tools.

Watch it work

The agent reads, sends, labels, and organizes on your behalf - no manual setup required.

Everything you need to know about Better Proposals + Hubi AI

The Hubi AI Better Proposals integration connects your tools and data to your AI marketing agents. Start automating workflows in minutes.

Hubi connects with a Better Proposals API key, generally available on plans that include API access. Whatever limits your plan sets on proposals, templates, or users still apply to what Hubi creates and sends.

Ready to connect Better Proposals to Hubi AI?

Start automating your workflows in minutes. No credit card required.