Review before send
Route documents through the right approvers before they reach the client
Approval workflows in Portant mean nothing leaves your business without sign-off from the people who need to see it. Set sequential steps so legal reviews first, then finance, then leadership. Approvers get a clear email, approve or reject in one click, and every decision is recorded. Your reps stay in HubSpot while internal review runs automatically.
Trusted by teams at
920K+
Users
5.1M+
Documents automated
4.9/5
Google Marketplace & G2
125 hrs
Reclaimed per team / month
Why teams automate their approval workflows in HubSpot
Deals go out before legal has seen them
Before
Reps send contracts from their inbox. Legal finds out after the fact. Risk and rework pile up.
After
Portant holds the document until each approval step completes. Legal always sees the draft first when you want them to.
Chasing approvers over Slack and email
Before
Forward the PDF, ping three people, lose track of who said yes.
After
Each approver gets their own notification with context from the deal. Status is visible in the workflow.
No record of who approved what
Before
Verbal OKs and scattered email threads. Hard to prove compliance later.
After
Every approval and rejection is logged with timestamp and user. You have a clear trail for audits.
How approval workflows automation works
Every feature is built to work inside HubSpot, so your team moves faster without switching tools.
Rep Review Complete
Document #1247
Manager Approved
James W.
Ready to Send
Awaiting final delivery
Capability
Sequential or parallel approval chains
Build chains that match your real process. Require legal before finance, or let multiple teams review in parallel when that is faster.
Capability
One-click approve and reject from email
Approvers act from their inbox without logging into a new system. Faster turnaround, fewer bottlenecks.
Send by email
Gmail or Outlook
Collect signature
Built into Portant
Signer status
PendingCapability
Tied to HubSpot deals and contacts
Approvals run in context of the deal record. Generated documents reflect live CRM data when review starts.
Capability
Block send until everyone signs off
Client-facing email and eSignature steps wait until internal approval completes. No accidental sends.
How to get started with approval workflows in HubSpot
Step 1
Add an approval step
Insert approval into your workflow after merge and before outbound email or eSignature.
Step 2
Choose approvers
Assign people or roles. Set order for sequential review or allow parallel approval.
Step 3
Generate from HubSpot
Create the document from the deal. Approvers receive the version that matches CRM data.
Step 4
Release automatically
When all approvers pass, Portant continues the workflow to send or collect signatures.
“Portant has been a game-changer for Clipboard! It's saved our sales team countless hours every week by generating order forms, proposals and contracts with info from HubSpot automatically filled in.”
“Portant helps us automate workflows related to many document types. Proposals, invoices, contracts, and pitch decks. It saves us time and has eSign built in.”
“This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!”
“Portant has been a game-changer for Clipboard! It's saved our sales team countless hours every week by generating order forms, proposals and contracts with info from HubSpot automatically filled in.”
“Portant helps us automate workflows related to many document types. Proposals, invoices, contracts, and pitch decks. It saves us time and has eSign built in.”
“This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!”
Frequently asked questions about approval workflows
Add approvals to your workflows
Try Portant free and route documents through your team with confidence.