Invoice automation for HubSpot
Auto-generate invoices from closed HubSpot deals
Invoice automation in HubSpot means invoices generate the moment a deal closes. Portant creates branded invoices from your template with all the deal details filled in, line items, pricing, contact information, and payment terms. Send automatically or queue for review. Every invoice saves back to HubSpot.
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 invoices in HubSpot
Invoicing is always the bottleneck
Before
Deal closes. Celebrate. Then spend 20 minutes pulling data into an invoice template. Send it two days late.
After
Invoices generate automatically when a deal moves to Closed Won. No delay, no manual work.
Line items never match the deal
Before
Retype every product, quantity, and price from the deal record. Hope the totals add up.
After
Line items, pricing, discounts, and totals pull directly from HubSpot. Every invoice matches the deal exactly.
No record of what was sent
Before
Dig through email to find the invoice you sent last month. Check if they received it.
After
Every invoice saves to HubSpot as a document record. Track delivery, opens, and payment status.
How invoices automation works
Every feature is built to work inside HubSpot, so your team moves faster without switching tools.
Feature
Triggered by deal stage changes
Set invoices to generate automatically when a deal moves to Closed Won or any stage you choose. No manual trigger needed. Invoices appear the moment the deal is ready.
Feature
Complete deal data in every invoice
Pull in line items, pricing, contact details, company information, and payment terms. Every field maps from HubSpot. No retyping, no missing data.
Feature
Polished PDF output ready to send
Generate invoices as polished PDFs ready for delivery. No Portant branding on paid plans. Your invoices look like they came from your accounting team.
Feature
Email delivery with tracking
Send invoices via Gmail or Outlook directly from the workflow. Track delivery and opens. Trigger follow-up reminders if the invoice is not viewed.
Send by email
Gmail or Outlook
Collect signature
Built into Portant
Signer status
PendingHow to get started with invoices in HubSpot
Step 1
Create your invoice template
Design your invoice in Google Docs, Word, or Slides. Add your branding and payment details.
Step 2
Map deal properties
Connect line items, totals, contact details, and payment terms to template tags.
Step 3
Set your trigger
Choose when invoices should generate. Closed Won is most common, but any deal stage works.
Step 4
Send automatically
Invoices go out as soon as they are generated. Track delivery and opens in HubSpot.
“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!”
“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 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!”
“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.”
Frequently asked questions about invoices
Automate your invoicing
Create your first invoice workflow in minutes. No credit card required.