When we built Portant, we made a bet that most document tools get wrong. I did not think your team should have to abandon the tools it already uses just to automate its paperwork. Today I get to make good on that bet for a whole side of our community.
Portant is now on the Microsoft Marketplace, which means you can generate your HubSpot documents right inside Word, PowerPoint and Outlook, without ever leaving Office.
What we launched
Portant is now available on the Microsoft Marketplace, across Word, PowerPoint and Outlook. Add it once and it works where your team already works: Word for the documents you write, PowerPoint for the decks you pitch, and Outlook for the deals you send.
Word and PowerPoint now sit alongside Google Docs and Slides as first-class template types, so a .docx or a .pptx is a starting point rather than something to convert.
Everything you already know us for, the HubSpot data merge, eSignatures, and document tracking, comes with it. And it is free to start.
Why this one matters to me
I have watched too many teams buy a document tool, then spend their first week rebuilding templates they already had inside someone else's editor. That always struck me as backwards. Your team already has the Word and PowerPoint files it trusts, the ones with your branding and your clauses and your pricing tables.
Our job was never to replace them. It was to wire your HubSpot data into the documents you already open every day. We did that for Google Docs and Slides a long time ago. I always wanted the Microsoft side of our community to have the same thing, natively, not as a bolt-on. Now they do.
What you can actually do
Start with a template you already have, a .docx or a .pptx. Keep the layout, the headers, the tables. Portant fills it with data from any HubSpot object: Deals, Contacts, Companies, Tickets, Custom Objects, and every custom property, so you are not stuck with a handful of fields on a deal.
From there you get dynamic line item tables that expand to fit the deal, real-time formulas for totals and tax, conditional sections that only appear when they apply, and AI-generated text for the parts that change every time. When it is ready, request eSignatures with multiple signatories and an approval step, then export as Word, PowerPoint, or PDF. The full mechanics live on the Microsoft Word and Microsoft PowerPoint integration pages.
The add-in itself lives in a sidebar next to your document, so the HubSpot fields you are merging in stay visible while you write.
How to automate a Word document from HubSpot
Here is the whole thing end to end, using a quote as the example. It takes about ten minutes the first time, and the same six steps work for a PowerPoint deck if you start from a .pptx instead.
Step 1: Open the add-in in Word
Add Portant from the Microsoft Marketplace first. Then open your document in Word, search for add-ins from the search bar at the top, and pick the Portant connector. It shows up under My Add-ins once the Marketplace install is done.
Step 2: Pick your Word template in Portant
In Portant, click Add Workflow and choose Microsoft Word. The first time you do this, Portant asks for permission to reach your files, so approve the Microsoft prompt and allow pop-ups from app.portant.co. Then pick the .docx you want to use from your OneDrive, or from Shared and SharePoint if the template belongs to your team.
Step 3: Connect HubSpot as the source
Add a source to the workflow and choose HubSpot, then pick the object the document should read from. Deals is the usual answer for a quote or a proposal, but Contacts, Companies, Tickets and your Custom Objects are all here, and every custom property comes with them.
Step 4: Drop HubSpot fields into the template
Back in Word, open the connector and select your workflow. The Merge tags tab lists the fields from your source, so click where the tag should go in the document, then click Insert next to the field you want. The tag lands at your cursor, and you style it with Word's own formatting tools, because it is just text in your own file.
Step 5: Generate it from HubSpot
Open the record in HubSpot, find the Portant card, and click Generate Documents. Pick the workflow you just built, and Portant fills the template with that record's data. The Word workflow is labelled Word in the list, so a rep never has to think about file formats.
Step 6: Find the finished document
The generated file is listed on the Portant card on that record, so the rep who needs it never leaves the deal. It is also in Outputs inside Portant, and saved back to your OneDrive. From there you can request signatures on it or send it, which is the next two sections.
Still native to HubSpot
The Office add-in does not break the thing that makes Portant Portant. Every document you generate is stored as a HubSpot App Object, so you can filter it, report on it, and automate it like any other record.
Portant runs as an action inside HubSpot Workflows and as a Breeze Tool, which means a document can generate itself on any trigger you choose: a deal stage change, a form submission, a ticket update. Unlike PandaDoc, DocuSign, and Proposify, the document is a native HubSpot record with real engagement signals feeding your dashboards, not a file lost in someone's inbox.
Send it from where you work
Once a document is ready, you can personalize and send it with an email merge straight from Outlook, and opens and clicks track back to the deal in HubSpot so you follow up at the right moment. If you want the detail on how send and tracking behave, I would start with email tracking.
How to get it
Find Portant on the Microsoft Marketplace, add it, and connect your HubSpot account. It is free to start. If you are already with us, your workflows and templates are right where you left them. And if it saves your team time, a quick review on the Marketplace genuinely helps other Microsoft teams find it.
The tools you open every morning never needed replacing. They needed your CRM wired in. Now they do, in Google Workspace and in Microsoft Office. I cannot wait to see what you build with it.
James
CEO at Portant
