ChiliDocs alternatives for HubSpot
ChiliDocs (Chili Digital) helps teams merge HubSpot data into Microsoft Word templates from the deal record, which is fast when Word is the standard. Teams still evaluate other paths when they need Google Docs and Slides, PDFs from the same workflow, approvals and e-signatures on the record, or a single document object for every deal. Below are the main alternatives in 2026, starting with Portant for HubSpot-native automation using your existing Google and Microsoft templates.
ChiliDocs 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 started with ChiliDocs for Word merge from deals, Portant extends the same HubSpot-first idea across Docs, Slides, PowerPoint, PDFs, approvals, and signing without losing the record on the deal.
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 next step when HubSpot-only tools feel tight and you want quotes, proposals, and e-signatures in one product, with templates living in PandaDoc’s editor instead of your existing Google or Microsoft files.
Documint overview
A HubSpot Marketplace option when teams want generated PDFs and documents from CRM data using Documint’s own template builder, rather than merging live Google Docs, Word, Slides, or PowerPoint files.
DocuSign overview
The go-to when teams only need signatures and compliance, not a full quote-to-cash document layer inside HubSpot.
HubSpot Quotes overview
The built-in option when you want quotes inside HubSpot without another vendor, before you need full templates, approvals, and a document record for every artifact.
Portant vs ChiliDocs
Feature-by-feature view for HubSpot teams: Documint, PandaDoc, native Quotes, DocuSign, and ChiliDocs (Chili Digital), with Portant on the right.
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Documint
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PandaDoc
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ChiliDocs
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HubSpot Quotes
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DocuSign
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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 doc builder.
Suggestion: Portant when each artifact should be a first-class HubSpot record with approvals and signing from your existing files. Compare Documint or PandaDoc if you accept another template editor.
Suggestion: DocuSign is the usual default. Plan on extra tools if you still need proposals and quotes wired tightly to HubSpot from your own templates.
Suggestion: HubSpot Quotes until you hit limits on decks, contracts, or complex layouts. Then add a document layer.
Suggestion: PandaDoc for a built-in editor, library, and HubSpot-connected quotes and contracts. Expect template work inside PandaDoc rather than Google or Word as the source of truth.
Suggestion: Use the comparison table. Portant is the rightmost column.
ChiliDocs (Chili Digital) lists in the HubSpot Marketplace and merges deal, company, and contact data into Word templates you keep in the HubSpot file manager, with a published 14-day trial and Word or PDF output. Portant is built for teams that want Google Docs, Word, Slides, and PowerPoint as live templates, with each document saved as its own HubSpot record across generate, approve, sign, and track.
Official ChiliDocs overview: chili.ch. 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.