The #1 HubSpot app for contracts

How Portant is better than PerformFlow

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

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2k Installs
4.8 stars  ⭐️⭐️⭐️⭐️⭐️

40k+ teams chose Portant over tools like PerformFlow

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Feature Comparison

Portant vs. PerformFlow

PerformFlow
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 every sales document in HubSpot—including contracts, quotes, and proposals—with Portant’s all-in-one solution that PerformFlow cannot match.

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Jumpstart a HubSpot workflow in seconds
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Why teams choose Portant as the best alternative to PerformFlow?

Portant is built specifically for sales teams using HubSpot, offering seamless automation for quotes, contracts, and proposals directly within your CRM. This tight integration means sales reps save time by generating accurate, professional documents without leaving HubSpot. Unlike tools limited to form-generated documents, Portant covers the full sales document lifecycle. It automates creation, review, approval, and sending processes, while ensuring every document stays linked to your HubSpot records for full visibility and control. Portant’s no-code automation engine supports complex workflows and conditional logic. It works with your existing templates in Google Docs, Word, or PDFs, maintaining your brand and style consistently. This flexibility boosts efficiency and eliminates the manual work that slows teams down. While PerformFlow focuses on Google Workspace form approvals and document generation, Portant addresses the broader needs of growing sales teams. It handles multiple document types and integrates approvals, signatures, and follow-ups all inside HubSpot, making it a stronger fit for scalable sales operations.
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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 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 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 PerformFlow for teams looking to automate documents in HubSpot.

How does Portant improve on PerformFlow’s document automation?

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Can I use my existing templates with Portant?

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Does Portant support document approvals and signatures?

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Is Portant easy to set up and use?

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Will Portant scale with my growing sales team?

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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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