The #1 HubSpot app for contracts

How Portant is better than Forma

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

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2k Installs
4.8 stars  ⭐️⭐️⭐️⭐️⭐️

40k+ teams chose Portant over tools like Forma

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Feature Comparison

Portant vs. Forma

Forma
Portant
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
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Automate all your paperwork in HubSpot — not just contracts

Automate key sales documents—contracts, quotes, and proposals—directly in HubSpot. Portant handles all document types your sales team needs, unlike Forma's limited scope.

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Why teams choose Portant as the best alternative to Forma?

Portant integrates deeply with HubSpot to automate every key sales document your team needs. Unlike many tools, Portant handles contracts, quotes, and proposals all within one reliable platform, eliminating the friction of switching between apps. Using your existing templates, Portant populates documents with live HubSpot data instantly. This saves reps from manual work and prevents costly mistakes, speeding up deal cycles and freeing time to focus on selling. Portant tracks every document throughout its lifecycle inside HubSpot, giving sales and operations clear visibility and control at every step. This built-in document management removes delays caused by lost versions or unclear approvals. The platform is designed specifically for HubSpot users, avoiding generic solutions that fit poorly. With Portant, your templates stay consistent and your processes scale smoothly, supporting growth without added complexity.
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Portant is rated 4.9/5 stars on  G2 reviews.

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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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Meet the teams who switched to Portant

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

How RepCard automated every client agreement without leaving HubSpot

RepCard
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Closing Contracts Without the Chaos: Everis' HubSpot-Native Signing Workflow

Everest
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Cutting our document production time in half and tracking it all with Portant

Boomerang Capital
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How a small team in Costa Rica stopped stressing over payslips and saved hours each month

Destrupack CR
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How Movium turned manual invoicing into a fully automated workflow

Movium
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How 2manydots started automating documents straight from HubSpot

2manydots
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How Innovative Language sends hundreds of contractor contracts without chasing signatures

Innovative Language
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How a virtual school cut 2.5 weeks of progress reports down to 3 days

Grapevine-Colleyville ISD (GCISD)
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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 Forma for teams looking to automate documents in HubSpot.

How does Portant automate sales documents inside HubSpot?

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Can Portant handle contracts and proposals as well as quotes?

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Does Portant work inside HubSpot or as a separate app?

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Is Portant difficult to set up or use for my sales team?

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How does Portant improve document tracking and approvals?

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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!

HubSpot
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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