Smart templates
Show the right content for every deal without maintaining dozens of templates
Conditional logic lets one template behave like many. Rules read HubSpot deal, company, and contact properties to include or skip sections, paragraphs, and whole blocks. Sell in multiple regions, offer different terms by segment, or add compliance language only when it applies. Reps generate accurate documents every time from a single governed source.
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 conditional logic in HubSpot
A template for every edge case
Before
Maintain separate files for US vs EU, enterprise vs SMB, and every product bundle.
After
One template with rules. Portant assembles the right version from HubSpot data automatically.
Legal finds the wrong clause in the wild
Before
Someone used last year's template. The outdated liability section went to a customer.
After
Rules pull the current clause when conditions match. Fewer versions floating around.
Manual if-then editing before send
Before
Read the deal, delete sections by hand, hope you did not miss a paragraph.
After
Generation applies rules in seconds. What you see is what should go out.
How conditional logic automation works
Every feature is built to work inside HubSpot, so your team moves faster without switching tools.
Capability
Rules on any HubSpot field
Drive logic from deal amount, stage, region, line items, or custom properties. Combine conditions when you need precise control.
Capability
Hide or show whole sections
Wrap blocks in conditional tags so optional schedules, exhibits, and policies appear only when relevant.
Send by email
Gmail or Outlook
Collect signature
Built into Portant
Signer status
PendingCapability
Conditional emails and outputs
Apply the same thinking to notification content and attachments so customers only receive what applies to them.
Capability
Fewer templates to govern
Centralize wording in one place. Marketing and legal update a single master instead of many copies.
How to get started with conditional logic in HubSpot
Step 1
Tag optional content
Mark sections in Google Docs, Word, or other supported formats with conditional markers tied to rules.
Step 2
Define conditions
Map each block to HubSpot properties and operators such as equals, contains, or greater than.
Step 3
Preview on a deal
Generate from a real record to confirm the right clauses appear before you roll out widely.
Step 4
Deploy to the team
Reps run one workflow. Portant evaluates rules on every merge.
“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.”
“Love this product. Have been using it for over a year and the integration to Google Workspace is awesome.”
“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.”
“Love this product. Have been using it for over a year and the integration to Google Workspace is awesome.”
Frequently asked questions about conditional logic
Put conditional logic to work
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