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CRM
Beta
Salesforce
Connect Propper with Salesforce to send agreements for signature and generate documents without leaving your CRM. Track agreement status on records, automate sending with Send Configurations, and have completed documents attached to the right records automatically.
What you can do
Send agreements for signature from Salesforce
Generate documents from templates
Track agreement status on records in real time
Map recipients and fields to your Salesforce data
Automate sending with Send Configurations
Works with Accounts, Contacts, Leads, Opportunities, and Cases
Setup and admin
Install, connect, and configure in a few steps. The full walkthrough, with screenshots, lives in the documentation.
Read the setup guideRelated apps
HubSpot
CRM
Beta
Send contracts at the right stage of your HubSpot pipeline.
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Claude (MCP)
AI
Beta
Connect Claude to Propper through MCP to create agreements, manage templates, and search documents.
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DocuSign® Connect
Migration
Available
Sync completed DocuSign envelopes into Propper automatically.
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