The #1 HubSpot app for contracts

How Portant is better than Docupilot.

Discover why Portant is a much better tool for teams than Docupilot for automating your contracts in HubSpot.

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2k Installs
4.8 stars  ⭐️⭐️⭐️⭐️⭐️

Over 40,00 teams have chose Portant over tools like Docupilot

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Feature Comparison

Portant vs. Docupilot

Invoice Simple
Portant
Google Workspace integration
Microsoft 365 integration
Template store
Multi-language templates
HubSpot
Saves documents as a record
Syncs across Deals, Contacts & Companies
Generate documents from any property
Document activity log
Use Cases
Dynamic Proposals
Quotes
Contracts
Templates
Google Docs & Word
Google Slides & Powerpoint
PDF templates
Send, Sign + Approvals
Multiple e-signatures
Team approval workflows
Team roles
Additional features
HubSpot workflow triggers
Tables & Line items
AI content fields
Auto-send with Gmail & Outlook
Reporting & Security
Document reports & dashboards
SOC 2 / HIPAA / ISO certified
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Over 40,000 teams have switched to Portant

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Why Portant, not Docupilot?

Portant is built specifically for HubSpot users who need fast, reliable document automation without juggling multiple tools. It integrates directly inside HubSpot, enabling sales teams to generate quotes, proposals, and contracts from existing templates in just seconds. This reduces manual work and eliminates formatting errors that slow down deal cycles. Unlike other platforms, Portant keeps every document saved as a record inside HubSpot, making tracking, reporting, and follow-up straightforward and centralized. No more bouncing between apps or losing the latest document version. Portant supports a full document lifecycle, not just generation or e-signing. You can automate approvals, manage templates and permissions, and control workflows all within HubSpot. This built-in governance scales easily as your team grows. Additionally, Portant offers a clean, easy-to-use interface focused on sales teams, so reps spend less time on admin and more time closing deals. The strong customer support and HubSpot-certified status provide confidence that the platform reliably supports your sales operations.
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Portant is rated 4.9/5 stars on  G2 reviews.

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Automate all your paperwork in HubSpot — not just contracts

Automate all your key sales documents directly inside HubSpot. Portant streamlines document creation, approval, and storage without leaving your CRM.

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Jumpstart a HubSpot workflow in seconds
Explore templates

How to create contracts using Portant

Explore how you can use Portant to automate all your contracts in HubSpot — in just a few clicks!

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Discover Portant

Discover how Portant simplifies your sales process with fast automation for proposals, quotes, and contracts, designed to keep deals moving smoothly.

eSignature Workflow

With Portant’s eSignature workflow, you can easily request that your clients or team sign contracts digitally.Generate, send, and sign documents with Portant.

Contracts Workflow

Portant’s contract management workflow handles your contract creation, agreement tracking, sending, contract renewals, and NDAs and compliance. Everything’s at one place, no need to switch between apps.

Reports Workflow

Transform your raw data into useful, easy to read reports in a few simple steps with Portant’s automated report generation. From financial summaries, project progress, and feedback analysis to inventory overviews, simplify your reports now.

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Meet the teams who switched to Portant

Learn from other businesses why Portant is the go-to tool for automating documents in HubSpot

Automating Order Forms: How Kore.ai Save Hundreds of Hours Each Quarter

Kore AI
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Automating QBRs: How Kore.ai Save Hundreds of Hours Each Quarter

Kore AI
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How Innovative Language Saved 90% of Their Week by Automating Their Contracts

Innovative Languages
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How a Leading Renewable Energy Company Solved Repetitive, Error-Prone Tasks

Lumify Energy
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How MJD Advisors Spent 50% Less Time on Manual Reports

MJD Advisors
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How OwnHome Reduced Manual Data Entry by 75%

OwnHome
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FAQ

Frequently asked questions on why Portant is better than Docupilot for teams looking to automate documents in HubSpot.

How does Portant integrate with HubSpot compared to Docupilot?

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Can I automate document approvals and workflows with Portant?

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Which platform is easier for sales teams to use?

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Does Portant support e-signatures like Docupilot?

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What types of documents can I automate with Portant?

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Use your existing templates

Automate your quotes, contracts and proposals in HubSpot using your existing templates in Google Docs, Word, Slides, Powerpoint, any PDFs - and more!

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Zapier
Google Forms
Google Sheets
Google Slides
Google Docs
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See why 40k teams have switched to Portant. In a few mins, we'll show you how to transform your sales workflows and close more deals.

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