So I’ve been using hubspot for tracking leads and sending out estimates (custom cabinet maker). I really like the hubspot setup especially that it costs only $20 per month. The issue that I have is that in order for the client to accept my estimate on the website I need to upgrade my current monthly plan ($20) to the sale pro plan which is $300 per month. All I need is for the client to be able to accept my estimate electronically to “keep the momentum” of closing the deal.
Do you know of a hubspot like platform that offers CRM functionality and an estimating module that allows client to accept estimates? I don’t mind if that system integrates with DocuSign for signing. I do have the paid plan with DocuSign.