Proposal automation for HubSpot
Build branded proposals from HubSpot data in seconds
Proposal automation in HubSpot eliminates the hours spent assembling slides and documents by hand. Portant pulls deal details, line items, pricing, and contact information into your branded templates automatically. Use Google Slides, Docs, or Word, whatever matches your brand. Generate, send, and track proposals without leaving 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 proposals in HubSpot
Proposals take hours to assemble
Before
Open a template, copy deal data from HubSpot, format pricing tables, update the contact info, re-check everything.
After
One click generates a branded proposal with every field filled in from the deal record. Minutes, not hours.
Pricing errors cost deals
Before
Manually type line items and pricing into a document. Miss a discount, transpose a number, send it wrong.
After
Line items, quantities, unit prices, and totals pull directly from HubSpot. Pricing is always accurate.
No way to know if prospects read it
Before
Send the proposal and hope. Follow up blindly three days later.
After
Track when proposals are opened, viewed, and how long prospects spend on each page. Follow up at the right moment.
How proposals automation works
Every feature is built to work inside HubSpot, so your team moves faster without switching tools.
Feature
Template-driven proposals from your own brand
Use your existing branded templates in Google Docs, Slides, or Word. Add HubSpot tags for deal data, contact details, and company information. Portant fills everything automatically when you generate.
Feature
Line item tables with live pricing
Pull HubSpot line items into formatted pricing tables with product names, quantities, unit prices, discounts, and totals. Tables expand to fit any number of items. No manual formatting.
Feature
Dynamic content with conditional logic
Use conditional sections to show different content based on deal stage, product type, region, or any HubSpot property. One template serves multiple use cases without manual editing.
Feature
Send, track, and follow up automatically
Email proposals directly from Portant via Gmail or Outlook. Track opens, views, and time spent. Trigger follow-up tasks in HubSpot when prospects engage.
Send by email
Gmail or Outlook
Collect signature
Built into Portant
Signer status
PendingHow to get started with proposals in HubSpot
Step 1
Choose your template
Pick from the template gallery or bring your own branded Docs, Slides, or Word template.
Step 2
Map your data
Connect HubSpot deal properties, contact fields, and line items to template tags.
Step 3
Generate proposals
Create personalized proposals with one click from any deal record in HubSpot.
Step 4
Send and track
Email via Gmail or Outlook. Know when they open it, view it, and how long they spend.
“This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!”
“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!”
“This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!”
“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!”
Frequently asked questions about proposals
Create better proposals, faster
Start building automated proposals from HubSpot. No credit card required.