HubSpot integration
Automate documents directly from HubSpot deals
Portant lives inside HubSpot. Generate contracts, proposals, quotes, and invoices from any deal record with one click. Every field fills automatically from deal properties, contacts, companies, and line items. Signed documents save back to HubSpot and update the deal stage.
Trusted by teams at
920K+
Users
5.1M+
Documents automated
4.9/5
Google Marketplace & G2
125 hrs
Reclaimed per team / month
What you can do with Portant and HubSpot
One-click document generation from deals
Open Portant from any HubSpot deal. Select a template, generate a document, and send it, all without leaving the deal record.
Map any HubSpot property to your templates
Contact names, deal values, company info, custom properties, and line items all map to template tags. Every field fills automatically.
Deal stage updates on signature
When a client signs a document, Portant updates the deal stage in HubSpot automatically. Create follow-up tasks and trigger workflows.
Documents saved as deal records
Every generated document saves to HubSpot as a record associated with the deal. Track views, signatures, and delivery status in one place.
Use HubSpot with Portant for
solution
Contracts
Generate, send, and sign contracts with deal data pre-filled from HubSpot.
Learn more →solution
Proposals
Build branded proposals with line items, pricing, and contact details from HubSpot deals.
Learn more →solution
Quotes
Create accurate quotes with live pricing pulled from HubSpot line items.
Learn more →solution
Invoices
Auto-generate invoices when deals close. Line items, totals, and payment terms fill automatically.
Learn more →solution
Reports
Create branded reports from HubSpot data. Pull deal summaries, pipeline data, and custom objects.
Learn more →How to set up HubSpot with Portant
Step 1
Install Portant from the HubSpot Marketplace
Find Portant in the HubSpot App Marketplace and connect it to your account in one click.
Step 2
Choose or create a template
Use an existing Google Doc, Slides, or Word template, or pick one from the Portant gallery.
Step 3
Map HubSpot properties to template tags
Connect deal, contact, company, and line item fields to placeholders in your template.
Step 4
Generate from any deal
Open a deal in HubSpot, click Portant, and generate a document with all fields filled in.
“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.”
“This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!”
“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.”
“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.”
“This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!”
“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.”
Frequently asked questions about HubSpot
Start automating documents from HubSpot
Install Portant from the HubSpot Marketplace and generate your first document in minutes.