The #1 HubSpot app for document automation
Closed-won,
not copy-paste.
The world's #1 tool for automating your quotes, contracts and proposals in HubSpot.
Trusted by teams at
“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!”
“This software brilliantly takes over the tedious process of creating and sending invoices. This not only saves time but massively reduces errors of data entry.”
“Love this product. Have been using it for over a year and the integration to Google Workspace is awesome. Lots of credit for listening to your users!”
“Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!”
“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!”
“This software brilliantly takes over the tedious process of creating and sending invoices. This not only saves time but massively reduces errors of data entry.”
“Love this product. Have been using it for over a year and the integration to Google Workspace is awesome. Lots of credit for listening to your users!”
“Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!”
ClipboardPortant 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.
Sam Clarke · Co-Founder, Clipboard
UpflowyThis product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!
Matthew B · Founder & Leadership, Upflowy
Technology, SoftwarePortant helps us automate workflows related to many document types. Proposals, invoices, contracts, and pitch decks. It saves us time and has eSign built in.
Collis M · Technology, Software
CM
Large NonprofitFrom a single master database I can create mail merged PDFs, emails, envelopes and multiple forms. Tech support has been absolutely incredible, responsive and personal.
Greg P · Large Nonprofit
GP
ClipboardPortant 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.
Sam Clarke · Co-Founder, Clipboard
UpflowyThis product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!
Matthew B · Founder & Leadership, Upflowy
Technology, SoftwarePortant helps us automate workflows related to many document types. Proposals, invoices, contracts, and pitch decks. It saves us time and has eSign built in.
Collis M · Technology, Software
CM
Large NonprofitFrom a single master database I can create mail merged PDFs, emails, envelopes and multiple forms. Tech support has been absolutely incredible, responsive and personal.
Greg P · Large Nonprofit
GP
920K+
Users
5.1M+
Documents automated
4.9/5
Google Marketplace & G2
125 hrs
Reclaimed per team / month
From HubSpot data to signed docs in seconds
Deals move faster. Reps sell more. Your whole team stays in sync.
Trigger
New deal in HubSpot
Generate
Send and Sign
Email + PDF & eSign
Sync
HubSpot + Drive + OneDrive
Built for how sales teams work
Portant turns your HubSpot data into stunning, ready-to-send documents in seconds. Deals move faster, reps sell more, operations stay in sync, and leadership has visibility at every step.
Deal: Acme Enterprise
$24,500
Create document
Quote, proposal, or contract
From deal or workflow
Step one
It starts in HubSpot
Generate any document using any HubSpot data, including custom objects. Create directly from a deal or trigger from a HubSpot workflow.
Learn about generating from HubSpotStep two
Use your existing templates
Use your existing templates in Google Docs, Slides, Sheets, Word, or PowerPoint. Personalize them with {{HubSpot Tags}} to insert any live data from HubSpot.
Learn about templatesYour template
Dear {{contact.firstname}},
Thank you for your interest. This proposal is for {{company.name}}.
Line items
{{deal.lineitems}} → auto-filled
In your document
AI content
Summary for {{company.name}}
Personalised copy per deal
Payment link
{{deal.amount}} · Pay from doc
Step three
Add payment links and AI content
Add Stripe payment links and AI content to your documents. AI writes personalized copy for each deal, and customers can pay directly from the document.
Learn about AI and paymentsStep four
Add approval workflows
Route documents through the right people before they go out. Review, approve, and send, all inside HubSpot.
Learn about approvalsApproval flow
Rep
Approved
Manager
Approved
Ready to send
Inside HubSpot
Signers
Link sent · Auto-reminders
Step five
Request signatures
Collect one signature or many. Signers get a link, review the document, and sign. Signatures land the same day, and follow-ups happen automatically.
Learn about eSignaturesStep six
Send via email
Send documents by email through Gmail or Outlook. Attach as a PDF or share as a link.
Learn about email deliverySend
In HubSpot
142
Signed
38
Pending
1.2d
To sign
Recent
Step seven
Track, report, and follow up
Track every step of the document lifecycle, from generation to signature, directly in HubSpot. Build reports and dashboards from your document data.
Learn about tracking and reportingStep eight
Everything stays in sync
Every document is automatically saved back to HubSpot as its own record, and to Google Drive or OneDrive. No switching apps. Everything lives where your team already works.
Learn about document syncingProposal - Acme Corp
Deal: Acme Enterprise
Saved to
HubSpot
✓
No switching apps
Templates
Kick start with beautiful templates.
Pre-built templates for quotes, contracts, proposals, and agreements. HubSpot mapping, approvals, and eSign built in. Pick one, connect your data, and go.
4,000+ templates in use · Free to start
Frequently asked questions
Integrations
Works with tools you already use
Built inside HubSpot, not alongside it. Use your existing templates in Docs, Slides, Word, PowerPoint, and PDF. Nothing new to learn.
Paperwork
on autopilot.
HubSpot-native document automation
for modern sales teams.