How does Deck'd work with HubSpot?

Connect once, then pick any deal. The company, contacts, and deal data come into Deck'd automatically, the AI writes a proposal or deck for that prospect, and engagement — opens, section views — is written back to the deal so the whole team sees it.

Is Deck'd better than HubSpot Quotes?

They do different jobs. HubSpot Quotes is a fast line-item price sheet — great for renewals and transactional deals. Deck'd creates full proposals: narrative, case studies, design, and pricing together. Many teams use Quotes for simple deals and Deck'd when the deal has to be sold. See the full comparison at Deck'd vs HubSpot Quotes.

What HubSpot data does Deck'd use?

The deal's company, contacts, amount, and stage, plus associated context you choose to include. Deck'd reads what it needs to write the proposal and writes back engagement activity — it doesn't sync or modify your CRM data beyond that.

Do I need a specific HubSpot plan?

Deck'd works with standard HubSpot CRM deals — no Sales Hub Enterprise requirement. If you can see the deal in HubSpot, Deck'd can start from it.

What about meeting notes?

Pair HubSpot with the Granola integration and your call notes feed the narrative too — the proposal reflects both the CRM record and what was actually said. More notetakers are on the roadmap.

Deck'd + HubSpot

Proposal software built for HubSpot.

Your deal already knows the company, the contacts, and the number. Deck'd turns it into a personalized, on-brand proposal or sales deck — and writes the engagement back to the deal.

Join the waitlist vs HubSpot Quotes

Deal in, document out

From HubSpot deal to sent proposal in minutes.

HubSpot deal

Northwind: Platform rollout

Company: Northwind Logistics
Contact: Dana Whitfield, VP Operations
Amount: $48,000 · 120 seats
Stage: Proposal

3 calls on the timeline · latest today

Northstar Software

Proposal

A plan to help Northwind Logistics move faster

Prepared for

Dana Whitfield, VP Operations · Northwind Logistics

Prepared by

Alex Rivera, Account Executive · Northstar Software

Prepared exclusively for Northwind Logistics by Northstar Software.

August 21, 2026

Executive summary

Northwind Logistics is at a point where the current way of working is starting to cost more than it saves: in time, in missed opportunities, and in the effort it takes to keep everything moving.

This proposal outlines how Northstar Software will help your team get there faster: a focused rollout, measurable outcomes in the first 90 days, and pricing that scales with the value you see.

30 days

To first measurable win

90 days

Full rollout

1 partner

Dedicated to your success

Where Northwind Logistics is today

From our conversations, three things stood out.

01
Too much manual work
Your team spends hours each week on tasks that should be automatic. That time could go toward growth.
02
Fragmented tools
Information lives in several places, so decisions take longer and context gets lost between teams.
03
Hard to see what's working
Without a clear view of results, it's difficult to double down on what drives outcomes.

How Northstar Software will help

A single platform for the work, tuned to how Northwind Logistics operates.

Automate the routine

Replace repetitive steps with workflows that run themselves, so your team focuses on judgment calls.

One source of truth

Bring your data and processes together, with the integrations your team already relies on.

Clear, live visibility

Dashboards that answer the questions leadership actually asks, without a weekly reporting scramble.

Support that scales with you

Onboarding, training, and a named success partner from day one.

What it looks like

Built for the way your team already works

[Two or three sentences on what the day-one experience is like: what people see, what happens automatically, why adoption doesn't need a change-management project.]

Proof it works

[Customer name]Logistics

Challenge

[The situation they were in. Ideally the same problem this prospect has.]

What we did

[What you rolled out and how, in one or two sentences.]

“[A short quote from the customer about the result or the experience.]”
— [Name, title]

[XX%]

[Result #1]

[X.X×]

[Result #2]

[X wks]

[Result #3]

Investment

Two ways to start. Both include onboarding, training, and your dedicated success partner.

Growth

Everything your team needs to get going.

$1,200/mo

+ $2,500 one-time

$16,900 first-year total

Platform - Growth plan
Up to 25 seats
$1,200/mo
Onboarding & training
Kickoff, configuration, 2 training sessions
$2,500

Optional add-ons

Premium support · 4-hour response SLA
+$300/mo

Scale

For teams rolling out across the organization.

Recommended

$2,880/mo

+ $3,600 one-time

$38,160 first-year total

Platform - Scale plan
Up to 100 seats, SSO, advanced reporting
$3,200/mo
Onboarding & training
Kickoff, configuration, unlimited sessions in first 60 days
$4,000
Premium support
1-hour response SLA, named engineer
Included
Discount (10%)
−$720

Pricing valid for 30 days from the date above. Annual prepay available on request.

From signature to value

A phased plan so your team sees results early and often.

Week 1
Kickoff & setup
Goals, success metrics, admin setup, integrations connected.
Weeks 2–4
Pilot
One team live on the highest-value workflow. Weekly check-ins.
Weeks 5–10
Rollout
Expand team by team, training as we go. First outcomes reviewed.
Ongoing
Optimize
Quarterly reviews against the metrics we set together.

Your team at Northstar Software

The people who'll be in the room with you.

Alex Rivera

Account Executive

Your primary point of contact through the evaluation and beyond.

Next steps

Here's how we get started.

1
Confirm the package
Reply to this proposal or use the button below.
2
Kickoff call
We'll schedule a 45-minute kickoff within 5 business days.
3
Go live
Your pilot team is up and running by the end of week 2.

Let's get started

Questions? Reach Alex Rivera at alex@northstar.example.

Terms

This proposal is valid for 30 days. Subscription fees are billed monthly in advance unless otherwise agreed; one-time fees are invoiced at signature. Either party may terminate with 30 days' written notice at the end of the current term. Full terms of service apply.

Opens & section views written back to the deal

Pick the deal

Search any HubSpot deal — company, contacts, amount, and stage come with it. Nothing re-typed.

AI writes for the prospect

The narrative is built from the deal and your discovery notes, laid out in your brand, citing your approved proof.

Engagement flows back

Opens, section views, and shares land on the deal timeline — so the team sees buyer interest where they already work.

More than quotes

When the deal needs selling, a quote isn't enough.

HubSpot Quotes confirms a price. A Deck'd proposal makes the case: their challenges, your approach, proof it works, and pricing framed around value — designed like your best work, not a template with a logo slot.

Executive summary from the buyer's own priorities
Case studies matched to their industry, from your approved library
Packages and line items from your pricing catalog
Trackable link plus a pixel-perfect PDF

Deck'd vs HubSpot Quotes, in depth →

Proposals

Personalized and priced, from the deal.

Sales decks

First-meeting and proposal decks from the same record.

One-pagers

Leave-behinds your champion forwards internally.

Better together

HubSpot for the pipeline. Granola for the conversation.

Pair the HubSpot integration with Granola meeting notes and proposals reflect both the record and the conversation — the deal data sets the frame, what the buyer said writes the story.

Built for teams selling on HubSpot: SaaS, agencies, consulting, and professional services.

Deck'd + HubSpot FAQ

How does Deck'd work with HubSpot?: Connect once, then pick any deal. The company, contacts, and deal data come into Deck'd automatically, the AI writes a proposal or deck for that prospect, and engagement — opens, section views — is written back to the deal so the whole team sees it.
Is Deck'd better than HubSpot Quotes?: They do different jobs. HubSpot Quotes is a fast line-item price sheet — great for renewals and transactional deals. Deck'd creates full proposals: narrative, case studies, design, and pricing together. Many teams use Quotes for simple deals and Deck'd when the deal has to be sold. See the full comparison at Deck'd vs HubSpot Quotes.
What HubSpot data does Deck'd use?: The deal's company, contacts, amount, and stage, plus associated context you choose to include. Deck'd reads what it needs to write the proposal and writes back engagement activity — it doesn't sync or modify your CRM data beyond that.
Do I need a specific HubSpot plan?: Deck'd works with standard HubSpot CRM deals — no Sales Hub Enterprise requirement. If you can see the deal in HubSpot, Deck'd can start from it.
What about meeting notes?: Pair HubSpot with the Granola integration and your call notes feed the narrative too — the proposal reflects both the CRM record and what was actually said. More notetakers are on the roadmap.

HubSpot teams get the first invites

Your deals are ready. Your proposals aren't — yet.

Join the waitlist and we'll generate a proposal from one of your real HubSpot deals during onboarding.