Better Proposals alternatives for HubSpot
Teams often look past Better Proposals when HubSpot is the system of record but proposals still live in a separate web app, with templates and activity split from deals, quotes, and contracts in Google or Microsoft files. Below are the tools those buyers compare in 2026, starting with Portant for HubSpot-native automation from your existing templates.
Better Proposals alternatives
Jump to a full write-up on this page or open the feature tables below.
Top pick
Portant is the HubSpot-certified document app: generate, personalize, send, sign, and store quotes, proposals, and contracts from your own Google and Microsoft templates, with every document written back to the CRM as a real record. If you are weighing Better Proposals for interactive links and CRM sync, Portant is the pick when HubSpot should own the full lifecycle without a separate template world.
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
Pricing
Prices below are annual billing (same as the default on our pricing page). Open full pricing to switch monthly or compare every feature.
For individuals getting started
30 credits/month · 1 user
Get startedFor professionals who need more
billed annually
2,000 credits/month · 1 user
Try for freeFor teams sharing workflows
billed annually
5,000 credits/month · 5 users
Try for freeAdvanced security and support
Tailored to your needs
Contact salesPandaDoc overview
A common pick when teams want a full document and CPQ-style stack with a built-in editor, similar breadth to what buyers weigh against Better Proposals.
Proposify overview
Often shortlisted with Better Proposals when sales wants libraries, roles, and repeatable proposal sending, without HubSpot owning every document object end to end.
Qwilr overview
A strong option when you want interactive web pages instead of PDF attachments, with a polished buyer experience that often sits next to Better Proposals on shortlists.
HubSpot Quotes overview
The built-in option when you want to stay in HubSpot for simple quotes before interactive proposal tools, complex layouts, or a dedicated document record on every deal.
Portant vs Better Proposals
Feature-by-feature view for HubSpot teams: native Quotes, PandaDoc, Proposify, Qwilr, and Better Proposals, with Portant on the right.
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HubSpot Quotes
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PandaDoc
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Proposify
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Qwilr
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Better Proposals
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Portant
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|---|---|---|---|---|---|---|
| Native integrations | ||||||
| Google Workspace | ||||||
| Microsoft 365 | ||||||
| HubSpot | ||||||
| Templates store | ||||||
| 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 | ||||||
| Send from Gmail & Outlook | ||||||
| Additional features | ||||||
| HubSpot workflow triggers | ||||||
| Tables & Line items | ||||||
| AI content fields | ||||||
| Team roles | ||||||
| Reporting & Security | ||||||
| HubSpot-native Reports & Dashboards | ||||||
| SOC 2 / HIPAA / ISO certified | ||||||
FAQs
Pick the situation closest to yours for a quick recommendation and a link to the full write-up on this page.
Suggestion: Portant. Outputs stay on the deal with your existing Google or Microsoft files, without rebuilding everything in a separate proposal app.
Suggestion: PandaDoc when you want quotes, contracts, and a built-in editor in one vendor, knowing templates usually live in that app.
Suggestion: HubSpot Quotes until you hit limits on decks, contracts, or complex layouts. Then add a doc layer.
Suggestion: Qwilr for microsite-style proposals and engagement data. Add another layer if every quote and contract must live as a HubSpot record from Google or Microsoft files.
Suggestion: Proposify when decks and libraries lead the workflow, rather than every document type living on the CRM record.
Suggestion: Use the comparison table. Portant is the rightmost column.
When the CRM should own the full document story, Portant keeps create-through-sign on the record with live deal fields from your Google and Microsoft templates. Better Proposals centres on web links and its own editor, with HubSpot CRM sync and optional launcher workflows on higher tiers.
Open the Portant section for the deep dive.
Real results from Portant 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.