How Portant is better than PandaDoc

Portant is built specifically for HubSpot users, providing deep, native integration that automates document workflows directly within the CRM. Unlike Pandadoc, documents generated by Portant are saved as records in HubSpot, ensuring you never lose track of versions or approvals. This direct integration reduces the need for switching between multiple tools, streamlining your sales process.

One key advantage is Portant’s ability to automate the entire contract lifecycle, from creating to reviewing, approving, signing, and storing, all without leaving HubSpot. This eliminates lengthy manual processes and improves accuracy by using live HubSpot data to populate your documents automatically.

While PandaDoc requires rebuilding templates to match your branding and workflow needs, Portant allows you to use your existing templates from Google Docs, Slides, Word, and PowerPoint with easy personalization tags. This reduces setup time and maintains your document consistency.

Portant offers a user-friendly no-code interface that sales teams and operations can easily adopt. With automated approvals, real-time tracking, and comprehensive document lifecycle management, Portant helps teams close deals faster and keeps leadership informed at every step. Whereas PandaDoc may require more complex setup and lack the same level of embedded HubSpot functionality.