File Sharing & Collaboration
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Create tasks in Asana whenever a new deal is created or when a deal reaches a pipeline stage
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Create a card in Trello whenever a new deal is created in Freshsales
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Create sales documents with pre-filled CRM data, and send them out to be eSigned from Freshsales.
Freshsales CPQ
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Create and send custom quotes, prepared in minutes, with perfect accuracy every time.
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Using the Docusign integration, send documents to contacts right from Freshsales.
Automatically get meeting transcripts and recordings for your most important contacts
Send, track and e-sign documents from within Freshsales.
Hugo is the common platform for Freshsales teams to save and share meeting insights in real time.
Better Proposals
The Better Proposals app pulls customer data automatically from Freshsales when writing sales proposals.
DealHub CPQ and Contract Management
#1 Solution for Configure Price Quote Sales Proposals & Contract Management