
Prospero - Business Proposals, Quotes & eSignature
by Prospero
Nurture my leads, Communicate with leads, Manage contracts, Enable payments and tracking, Other use cases
Prospero for Pipedrive is a powerful proposal automation tool designed to help sales teams close deals faster directly in Pipedrive.
Easily create stunning proposals from any contact or deal using pre-built templates and a rich content library. Prospero auto-fills client and deal info directly from Pipedrive, helping you personalize every proposal in seconds. Once sent, you can track when your proposal was viewed and for how long, giving you real-time insights to follow up at the right moment.
Craft any document - agreement, quote, contract, and more. Clients can eSign and pay directly, streamlining the process from pitch to close.
All proposals and activity are synced back into Pipedrive, so your team stays organized and informed without juggling multiple tools.
Key Features:
đź“„ Create proposals from any deal or contact in Pipedrive
đź§ Auto-fill contact & deal variables to personalize faster
đź§° Use ready-made templates & a content library to save time
✍️ AI writing assistant to help write better, faster proposals
đź‘€ Track views, time spent, and engagement on every proposal
đź”” Send email reminders and increase close rate
✍️ Get proposals eSigned quickly and securely
đź’ł Collect payments seamlessly through the proposal
đź“‚ Access all proposals and their details directly in Pipedrive
Prospero turns your sales proposals into a smart, integrated part of your pipeline - impressing clients and helping you close more deals, faster.
Panels
Instantly see and interact with Prospero - Business Proposals, Quotes & eSignature as you dive into the details of your deals/contacts in Pipedrive.
Prospero Proposals List
Locations:deal detailsorganization detailsperson details
Fetch proposals related to the deal
Actions
Kick off related actions in Prospero - Business Proposals, Quotes & eSignature as you work with your deals, contacts and/or activities in Pipedrive.
Download
Download proposal from Propsero
Unlink
Unlink proposal from Pipedrive
Move to Trash
Move proposal to trash in Propsero
Open Proposal
Open proposal in Propsero dashboard
Create Proposal
Locations:deal detailsdeal listorganization detailsperson details
Creates a proposal for your deals
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