Copied old decks
Without Sanka
Stale terms and irrelevant customer language remain
With Sanka
Generate from HubSpot deal context and governed templates
Create sales proposals from HubSpot deals with Claude or Codex
Pass HubSpot deal context to Claude or Codex and generate proposal drafts that reflect the customer, problem, offer, line items, and commercial terms.
Claude/Codex
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Proposal Draft
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Overview
Use HubSpot deal context as the proposal starting point
Give AI the deal context
Use HubSpot deal, company, contact, line item, amount, note, and activity history as proposal input.
Draft the proposal
Generate a structured proposal with customer context, recommended scope, implementation plan, and commercial terms.
Review and move forward
Sales reviews the draft, then connects approved content to quotes, approvals, orders, and billing.
Workflow
From HubSpot deal to proposal draft
- 01Select the HubSpot dealReview company, contacts, amount, products, stage, notes, and activity history.
- 02Send context to Claude or CodexGive the AI the deal context and the type of proposal you want to create.
- 03Shape the proposalReview customer problem, recommended scope, implementation steps, pricing, and next actions.
- 04Connect to quote and approvalMove the reviewed proposal into Sanka quote, approval, order, and billing workflows when needed.
- 05Keep the historyTrack which deal produced which proposal draft and what moved forward.
Compare
Manual proposal work drifts away from the deal
| Workflow | Without Sanka | With Sanka |
|---|---|---|
| Copied old decks | Stale terms and irrelevant customer language remain | Generate from HubSpot deal context and governed templates |
| Missing customer context | Sales notes and activity history are not reflected | Pass deal, company, and activity context to Claude or Codex |
| Product and price mismatch | Proposal details drift away from quotes and line items | Connect proposals to item masters, quotes, and pricing terms |
| Unclear review | Commercial terms are checked manually by whoever notices | Route proposal output into quote review and approvals when needed |
Missing customer context
Without Sanka
Sales notes and activity history are not reflected
With Sanka
Pass deal, company, and activity context to Claude or Codex
Product and price mismatch
Without Sanka
Proposal details drift away from quotes and line items
With Sanka
Connect proposals to item masters, quotes, and pricing terms
Unclear review
Without Sanka
Commercial terms are checked manually by whoever notices
With Sanka
Route proposal output into quote review and approvals when needed
Customer quotes
Don't take our word for it.
We want inventory, sales management, tax, and accounting to connect smoothly while keeping operating cost and time low.
At first, we managed everything in Excel. Human error was a constant problem, and our inventory value did not match at fiscal close.
Sanka does more than inventory control. It can manage purchasing, billing, orders, and shipping in one place.
FAQ
Frequently asked questions
Does this replace HubSpot?
No. HubSpot remains the CRM. Sanka uses HubSpot deal context to help Claude or Codex draft proposals and connect accepted work to quoting, order, and billing workflows.
What can Claude or Codex create?
They can draft proposal text covering customer context, recommended scope, implementation plan, commercial terms, and next actions.
Which HubSpot data can be used?
Deal, company, contact, line item, amount, stage, note, and activity context can be used as proposal input.
Can the proposal connect to quotes and orders?
Yes. After review, the proposal can connect to Sanka quotes, approvals, orders, and billing workflows.