Use Claude or Codex to turn HubSpot deal context into proposal drafts, then connect approved proposals to quotes, approvals, orders, and billing in Sanka.
Last updated: May 21, 2026
This guide shows how to create sales proposal drafts from HubSpot deal context. Start by asking Claude or Codex to use the company, deal, notes, line items, and customer pain points, then review the proposal before it becomes a quote or order workflow.
Claude/Codex
Create a proposal draft from this HubSpot deal. Use company context, contacts, deal notes, activity history, line items, pricing assumptions, customer pain points, and next steps. Do not send it to the customer yet.
Preparing HubSpot proposal draftI prepared a proposal draft from the HubSpot deal. Please review customer context, scope, pricing assumptions, timeline, and next action before sharing.
Ask for a proposal revision...
Before you start
Check that you have the following ready.
HubSpot is connected to Sanka
The HubSpot deal has company, contact, notes, activities, and line items
Items, prices, templates, and approval rules are available in Sanka
Your team has proposal review rules for pricing, legal, and delivery scope
You have permission to create proposal drafts and convert approved work to quotes
Ask AI to prepare the proposal draft
Start with a draft. The AI should use HubSpot context, but it should not send anything externally without review.
Sample prompt
/sanka Draft a sales proposal for this HubSpot deal. Include customer context, current pain, proposed scope, recommended products or services, pricing assumptions, implementation timeline, expected outcomes, risks, and next steps. Keep it as a draft.
Ask the AI to check:
Whether the proposal reflects the latest deal notes
Whether the line items match the proposed scope
Whether pricing assumptions need approval
Whether legal, delivery, or finance review is required
Whether the proposal should become a quote next
Review and connect to quote
After editing the proposal, connect it to a Sanka quote if pricing or customer-facing terms need a formal approval path.
Sample prompt
/sanka Compare this proposal draft with the HubSpot deal and Sanka item data. Flag any scope, price, timeline, or approval mismatch before I create a quote.
Before creating a quote, confirm:
Proposal scope and quote line items match
Discount and payment terms are approved
Delivery timeline and internal capacity are realistic
HubSpot deal stage and next action are updated
The proposal version is linked to the deal
Checkpoints
Use Sanka logs to review who created the proposal, which HubSpot deal it came from, what changed, and when it moved into quote or approval workflows.
