PRICING

Simple, transparent pricing

Start for free with 100 documents per month. Scale when you are ready. No hidden fees.

Monthly Annual Save 14%

Free

For individuals getting started

$0 /month

100 documents/month · 1 user

Get started
  • Document workflows
  • Template gallery
  • HubSpot integration
  • Single eSignature per doc
  • Chat and email support
Most popular

Pro

For professionals who need more

$42 /month

billed annually

2,000 documents/month · 1 user

Try for free
  • Everything in Free
  • PDFs without Portant branding
  • Send emails from aliases
  • Auto-trigger from deals
  • Multiple eSignatures per doc
  • Conditional logic & line items

Team

For teams sharing workflows

$109 /month

billed annually

5,000 documents/month · 3 users

Try for free
  • Everything in Pro
  • Shared workflows
  • Custom branded eSign portal
  • 3 users included (+$15/user)
  • Team admin panel
  • Approval workflows & priority support

Enterprise

Advanced security and support

Custom

Tailored to your needs

Contact sales
  • Everything in Team
  • Custom document limits
  • Advanced security
  • Custom billing (PO/ACH/wire)
  • Dedicated account manager

COMPARE PLANS

Every feature, every plan

Find the right fit for your team.

Free Pro Team Enterprise
Create Documents
Document workflows
Template gallery
Google Docs & Slides templates
Microsoft Word & PowerPoint
Fillable PDF templates
PDF output
AI-powered content
Remove Portant branding
Documents per month 100 2,000 5,000 Custom
Automate Your Pipeline
HubSpot integration
Auto-trigger from deals
Conditional logic
Line items & formulas
Custom output file naming
Approval workflows
Sign & Collect
Single signer
Multiple signers
Signature tracking
Audit trail
HubSpot capture fields
Custom branded eSign portal
Stripe payment links
Collaborate as a Team
Users included 1 1 3 Custom
Shared workflows
Team admin panel
Custom email aliases
API & webhooks
Support
Chat & email
Priority support
Dedicated account manager

INCLUDED WITH EVERY PLAN

One app. Every document.

Stop juggling five different tools to get a single document out the door. Portant brings everything into HubSpot so your team can create, send, sign, and collect, all from one place.

Start for free

Proposals & quotes

Generate branded documents from HubSpot deals using your own templates in Google Docs, Slides, or Word.

eSignatures

Request single or multiple signatures, track status in real time, and get a full audit trail. No separate eSign tool needed.

Payment collection

Add Stripe payment links directly in your documents and eSign portal so you get paid the moment a deal closes.

Contract lifecycle

Draft, review, approve, sign, and store contracts. Every step is tracked as its own record in HubSpot.

Your templates, your brand

Use your existing templates in Google Docs, Slides, Word, or PowerPoint. No locked-in editor, no starting from scratch.

YOUR SAVINGS

Calculate your ROI

See how much time and money Portant saves your team each month.

4
$50

Monthly return on investment with Portant

$751

That is 16 hours of your life back each month

Hours/month saved

16

Value of time saved

$800

Portant Pro cost

$42

Net ROI/month

$751

920K+

Users worldwide

5.1M+

Documents automated

4.9/5

Rating on G2 & Marketplace

125 hrs

Saved per team per month

“It’s saved our sales team countless hours every week by generating order forms, proposals and contracts with info from HubSpot automatically filled in.”

Sam Clarke

Co-Founder, Clipboard

HubSpot Certified App

HubSpot Essential App 2025

The #1 document automation app on the HubSpot Marketplace, built natively inside HubSpot, not alongside it.

FAQ

Pricing questions

Yes. Our Free plan is available forever at no charge and provides 100 documents per month. It includes document workflows, the template gallery, and chat/email support. No credit card required.
All Pro and Team payments are made via credit card. For Enterprise accounts, we can issue an annual invoice with payment via PO, ACH, wire, or check. Contact sales@portant.co for more information.
You will still be able to use your workflows. We will let you know about the overage and give you a grace period to find a plan that fits your needs. No surprise charges or interruptions.
Yes. You can upgrade or downgrade your plan at any time from your billing settings. Changes take effect on your next billing cycle. We provide 30 days notice before any price changes.
Portant replaces your proposal builder, eSignature tool, payment collection platform, and contract management system. Instead of paying for four or five separate subscriptions, everything is built into one app that works natively inside HubSpot. Use your existing templates in Google Docs, Slides, Word, or PowerPoint and automate the entire document lifecycle from creation to signature.
Yes, the free plan works with HubSpot and includes 100 documents per month. Install from the HubSpot Marketplace to get started.
Everything in Team plus custom document limits, advanced security, custom billing (PO/ACH/wire), and a dedicated account manager. Contact sales@portant.co for a tailored quote.
No. Portant works with any HubSpot plan, including the free CRM. Unlike native HubSpot Quotes advanced features, Portant does not require a Sales Hub Professional upgrade.

Ready to automate your sales documents?

Start with our free plan. No credit card required.