Prospero - Business Proposals, Quotes & eSignature
interactive features

Prospero - Business Proposals, Quotes & eSignature

by Prospero

interactive features
interactive features

Create, send, and track proposals and contracts from any Deal and Contact, with templates, eSignature, auto-filled deal info, and built-in payments.

Nurture my leads, Communicate with leads, Manage contracts, Enable payments and tracking, Other use cases

App screenshot
App screenshot
App screenshot
App screenshot
App screenshot

Description

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.

Features

Panels

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

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

Installation instructions

  1. Sign up to Prospero or log in to your existing account.
  2. Install the app from the Pipedrive Marketplace by clicking “Install now,” or connect Pipedrive via Prospero’s integrations page
  3. Select any Deal or Contact from either Pipedrive or your Prospero dashboard.
  4. Create your proposal and send it to your client in minutes.

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Built by Pipedrive

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