Integrations
HubSpot connected to the ad order system, the ERP, the subscription platform, and the reporting layer, so a deal is entered once.
Read moreHubSpot · Revenue workflow
From proposal to invoice without re-keying anything.
The stretch between a yes and an invoice is where media companies lose the most time and the most trust. We build it on HubSpot: product library and price books, quote templates that look like your proposals, approvals, e-signature, and a handoff that creates the order in Naviga or the invoice in NetSuite.
When this is the right engagement
- Proposals are built in slides and re-typed into HubSpot, then re-typed into the order system
- Pricing lives in a spreadsheet and every rep has a slightly different version
- Contracts are signed and then nobody is sure what was actually sold
- Billing reconciles delivered against booked by hand every month
- You are considering Commerce Hub and want to know what it can and cannot replace
What you get
- A product library and price books that reflect how you actually package inventory
- Quote and proposal templates with the terms, branding, and line items your contracts need
- Approval workflows with thresholds and named approvers
- E-signature and contract storage connected to the deal
- An order handoff: closed-won creates the order, campaign, or invoice in the downstream system with the right fields
- Renewal and expansion workflows that start from the contract, not from memory
- Reporting on booked, delivered, and billed that finance recognizes
How it runs
- 01
Map the path from proposal to invoice
Every step, every system, every re-key. Most teams are surprised by the count.
- 02
Design the product and pricing model
How inventory is packaged, priced, discounted, and approved, expressed as products, price books, and rules.
- 03
Build quotes, approvals, and signature
Templates that look like your proposals, approvals with thresholds, signature connected to the deal.
- 04
Build the order or invoice handoff
Closed-won creates the downstream record with the fields the ad system or ERP needs, and confirms it back.
- 05
Reconcile and train
Booked, delivered, and billed compared on live deals, then sellers and finance trained on the new path.
Questions we get
Should we bill from HubSpot or from the ERP?
Usually the ERP, if you have one. HubSpot is where the deal is shaped; the ledger is where it is recognized. We build the handoff so both are right, and we will tell you if your situation is the exception.
Work and news
Notes from HubSpot engagements.
Case studies from HubSpot engagements are being prepared for publication. The announcements above are the public record in the meantime.
Start with the stuck point
What should HubSpot be doing that it isn’t?
Bring the workflow, handoff, or report that keeps resurfacing. We will tell you whether it is a HubSpot problem, a data problem, or a systems problem, and what to do about it.