The #1 HubSpot app for sales docs
Automate your quotes, contracts and proposals in HubSpot, with context-aware email follow-ups drafted instantly.
Trusted by 40,000+ teams
Generate contracts, proposals and quotes that create themselves the moment the deal needs it.
Trigger
New Deal in HubSpot
Generate
Send & Sign
Email + PDF & E-Sign
Save & Sync
HubSpot + Drive + OneDrive
Save countless hours of copy-pasting. Automate your first document in minutes.
01
Keep the templates you already have. Portant works with Docs, Slides, Word, PDF, and more.
02
Documents are created, sent, signed, and synced without ever leaving HubSpot.
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03
Follow-ups and documents draft themselves the moment a deal requires it.
Spend less time on manual admin and more time closing. Generate, personalize, send and track your sales docs—without leaving HubSpot!
Generate personalized quotes, contracts and proposals using Google Docs, Slides, Microsoft Word, PowerPoint and PDFs—directly in HubSpot!
“With Portant, I run documents directly from HubSpot. No jumping between platforms. No copying data.”
Edwin van der Maas · Operations Lead, 2manydots
Design fully customized documents using any HubSpot data and line items, plus AI content, e-signatures, and Stripe payment links, all aligned with your brand.
“At RepCard, Portant gave us an end-to-end automated workflow inside HubSpot, we replaced manual agreement creation at scale.”
Natalie Reeder · Revenue Operations, RepCard
Create workflows that send, sign and save your documents automatically. Add a human in the loop and a review step for approvals and better team collaboration.
“Portant was the simplest and quickest signing integration I’ve ever implemented, it works natively with HubSpot.”
Lisa Holmes · Consultant, Monoceros Services
Every document gets its own HubSpot record with full status and history. Build reports to track views, status, and signatures in real time. Automatically sync files to Google Drive or OneDrive.
“When the executive team asks for an extension document, Portant gets it to them in about an hour, it’s empowered my whole team.”
Megan Marohn · Operations, Boomerang Capital
Integrations & power features
Everything your team needs to turbocharge your documents.
Pull line items straight from HubSpot deals, totals and tables stay accurate in every quote.
Stripe payment links in every doc so buyers can pay the moment they sign.
Auto-convert from Docs, Word, or Slides and deliver a polished PDF every time.
Built-in signing with reminders, no extra tools, tracked back in HubSpot.
AI-drafted sections from deal context so proposals read personal, not generic.
Route internal approvals before anything goes out, finance and legal stay in control.
Works with any HubSpot object and custom objects, map once, generate forever.
Trigger from HubSpot workflows, no manual steps between stage change and document.
Ship docs from workflows with tracking, aliases, and drafts you can polish before send.
Name files, set folders, auto-file to Drive or OneDrive, and search everything in one place.
Merge rows from Sheets, Forms, or your CRM with grouping, conditions, and formats that stay correct.
Keep working in Google Docs, Word, Slides, Sheets, or PDF, Portant merges data into the files you already use.
HubSpot, Sheets, Forms, webhooks, Zapier, Xero, and more feed Portant without another spreadsheet export.
Real results from many of our happy customers.
3,000+
App installs on the HubSpot Marketplace
4.9/5
Average review on G2, an independent review site
40K+
Teams have switched to Portant
We’re seeing higher average closed revenue with Portant and faster days to close, it’s showing us a material impact on sales velocity.
Customer stories
"I can run documents directly from HubSpot. No jumping between platforms. No copying data. The information comes straight from HubSpot, so it's always right."
Single source
HubSpot fields drive merges into Docs
No copy-paste
Documents run from CRM without extra tools
Edwin van der Maas
Operations Lead, 2manydots
Security
SOC2 certified. GDPR-ready. SSO/SAML for enterprise. Your customer data stays encrypted in transit and at rest.
