For financial services sales teams

Polished email proposals. Sent straight from the deal record.

Validova turns your CRM data into an on-brand proposal that lands in the inbox: no attachment, no download, no new tab. Under a minute, start to send.

Start free trial See how it works

14-day free trial. No card needed.

Watch a real send, start to finish.

  1. 01 Open the deal
  2. 02 Pick a template
  3. 03 Send. It's in their inbox.

Product recording

A real send, captured start to finish.

The difference

Same message. Completely different impression.

The same follow-up, sent two ways. One asks your client to download a file and hope it opens. The other is simply there when they open the email.

What goes out today

Daniel · Brightpath Studio 10:42 AM
to me

Hi Sarah,

Thanks for talking it through on Tuesday. Here's the quote we discussed: Website design & build — $6,500, Brand identity refresh — $2,800, Launch copywriting — $900. Total $10,200, good through Aug 22.

I've attached the full quote as a PDF. Let me know if you have trouble opening it.

Thanks,
Daniel

Brightpath_Quote.pdf
Daniel Reyes · Brightpath Studio · (415) 555-0142

A wall of text and a file to download. It looks like every other email in their inbox.

What goes out with Validova

Daniel · Brightpath Studio 10:42 AM
to me
Brightpath Studio
Brand & Web Studio
QUOTE

Quote

Here's your quote, Sarah

Thanks for talking it through on Tuesday. Here's a simple summary of what we scoped, with pricing to match.

Summary
Website design & build $6,500
Brand identity refresh $2,800
Launch copywriting (5 pages) $900
Total $10,200

Good through August 22, 2026 — covers design, build, and one round of revisions, no hidden fees.

Reply to accept or ask a question

Reply to this email or call Daniel at (415) 555-0142

The quote is the email. Nothing to download, nothing to open. It's just there.

What the client receives

The proposal fills itself in from the deal.

Client name, amounts, terms: everything you already typed into the deal record drops into place. No copy-paste, no typos in front of a client.

  • Pulls straight from Pipedrive or HubSpot
  • Your logo and colors on every send
  • Looks the same on a phone as on a desktop

From the deal record

  • ClientSarah
  • Contract value$15,000
  • Contract term12 months
  • Seats25 seats

Into the proposal

Meridian Software
Hi Sarah,
Value
$15,000
Term
12 months
Schedule a call
"Enterprise sales proposals. Dark green, serious, our logo up top."

Describe your company once. Get templates that match it.

Tell it what you sell and how you want to come across. It drafts proposal templates in your branding, adjust the words and colors, then save them for the whole team. Already have approved designs? Bring them in as-is.

Your CRM The deal record
Your address you@company.com
Their inbox Primary tab

No third-party sender in between.

Sends from your own address. Lands in the inbox.

Proposals go out through your existing Gmail or Google Workspace account, the same address your clients already know. Every send is logged on the deal automatically, and there's nothing for your IT person to install.

How it works

01

Connect your CRM

Link Pipedrive or HubSpot and your Gmail. About twenty minutes, no IT help needed.

02

Set up your templates

Bring designs you already have, or describe your brand and let Validova draft them.

03

Send from the deal

Open a deal, pick a template, send. The proposal fills itself in and the send is logged.

Plans

Two plans. No surprises.

14-day free trial on both. No card needed, cancel anytime.

See the full feature breakdown

Starter

$39.99 /mo
  • 1 user
  • Unlimited dynamic templates
  • Unlimited sends
  • AI template creation (20/mo)
  • Live Preview Customization Upcoming
Start free trial

Pro

$99.99 /mo
  • Everything in Starter
  • 3 users included
  • AI template creation (80/mo)
  • Shared library for your team
  • Live Preview Customization Upcoming
Start free trial
Henry Silva, founder of Validova

"We started Validova because we kept watching good offers lose to worse ones that simply looked more serious. A rep shouldn't need a design team to send something they're proud of."

Henry Silva, Founder of Validova

Works with

Pipedrive
HubSpot
Gmail / Workspace

Support

Common questions

Something we didn't cover? Write to support@validova.com.

Which CRMs does Validova work with?
Pipedrive and HubSpot, through a sidebar that lives inside your CRM, no tab switching, no copy-paste. Proposals send from your connected Gmail or Google Workspace address. More CRMs are on the way; if you need one sooner, ask us about a custom setup.
Will my proposals land in spam?
Validova sends through your own Gmail or Google Workspace account, so every proposal comes from your address, the one your clients already get mail from. There's no shared sending service in the middle. Every send is also logged on the deal with a timestamp, which helps when compliance asks what went out and when.
Can we use the templates we already have?
Yes. If your design or compliance team has already approved email layouts, you can bring them into Validova as-is. Fields like the client's name and offer amounts map to your deal records automatically. You can also start from scratch and let Validova draft a template from a short description of your brand.
How long does setup take?
Most people are sending within about twenty minutes: connect your CRM, authorize your Google account, and set up a first template. No code and no developer needed. Pro teams get an onboarding session where we set up the shared template library and run a test send with you before the team goes live.
How does the template drafting work?
You describe your company, what you send, and how you want it to feel. Validova drafts a proposal template in your branding, with a live preview where you can change the wording, swap colors, and move sections around before saving it. Saved templates are available to your whole team right inside the CRM.