Contract automation for HubSpot
Generate, send, and sign contracts directly from HubSpot
Contract automation in HubSpot means no more copying and pasting deal data into templates. Portant pulls contact names, deal values, line items, and custom properties into your contract template automatically, adds eSignatures, and saves the signed document back to the deal record. Your reps stay in HubSpot the entire time.
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 contracts in HubSpot
Manual data entry slows every deal
Before
Copy-paste contact details, deal amounts, and line items into a Word doc. Hope nothing is wrong.
After
Portant pulls every field from HubSpot automatically. Contracts are accurate from the first draft.
Contracts get stuck waiting for signatures
Before
Email a PDF, wait for the client to print, sign, scan, and email it back. Follow up manually.
After
Built-in eSignatures let clients sign in seconds. Deal stage updates the moment they do.
No visibility into contract status
Before
Check email threads to figure out where a contract stands. Ask the rep. Ask the client.
After
Every contract saves to HubSpot as its own record. Track views, signatures, and follow-ups in real time.
How contracts automation works
Every feature is built to work inside HubSpot, so your team moves faster without switching tools.
Feature
Auto-populated contracts from HubSpot data
Pull contact names, deal values, line items, and custom properties directly into your contract template. No manual data entry, no copy-paste errors. Every field maps to your HubSpot deal.
Feature
Conditional clauses that adapt to each deal
Show or hide contract sections based on deal type, region, or any HubSpot property. One template handles enterprise deals, SMB terms, and regional compliance automatically.
Rep Review Complete
Document #1247
Manager Approved
James W.
Ready to Send
Awaiting final delivery
Feature
Approval workflows before contracts go out
Route contracts through internal review before they reach clients. Set up sequential approvals for legal, finance, or management. Nothing goes out without sign-off.
Feature
Built-in eSignatures with real-time tracking
Send contracts for signing without leaving HubSpot. Multi-signatory support, ordered or parallel signing, and audit trails. Deal stage updates automatically when signed.
Send by email
Gmail or Outlook
Collect signature
Built into Portant
Signer status
PendingHow to get started with contracts in HubSpot
Step 1
Connect your template
Use your existing Google Doc, Word, or PDF contract template. Keep your brand and layout.
Step 2
Add HubSpot tags
Insert tags that map to deal, contact, company, and line item properties.
Step 3
Set up automation
Add approval workflows, eSignatures, and trigger rules for when contracts should generate.
Step 4
Generate and track
Create contracts with one click from any deal. Everything syncs back to HubSpot.
“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 contracts
Automate your contracts today
Create your first automated contract in minutes. No credit card required.