The #1 HubSpot app for proposals

How Portant is better than Proposify

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

Sign Up For Free

No credit card required · Connects in minutes

Hubspot logo
2k Installs
4.8 stars  ⭐️⭐️⭐️⭐️⭐️

40k+ teams chose Portant over tools like Proposify

Partner Logo
Partner Logo
Partner Logo
Partner Logo
Partner Logo
Partner Logo
Partner Logo
Partner Logo
Partner Logo
Partner Logo
Feature Comparison

Portant vs. Proposify

Proposify
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
Try Portant’s today
Start for free

Automate all your paperwork in HubSpot — not just proposals

Automate your entire sales document process within HubSpot using Portant. Create contracts, quotes, and proposals seamlessly—capabilities not fully supported by Proposify.

Sign Up For Free
Jumpstart a HubSpot workflow in seconds
Explore templates

Why teams choose Portant as the best alternative to Proposify?

Portant stands out by automating a wider range of sales documents than many competitors, including not just proposals but also contracts and quotes. This breadth means sales teams use a single solution within HubSpot rather than juggling multiple tools. The integration with HubSpot is native and seamless, allowing Portant to work directly inside the CRM. This eliminates the need to switch between systems or manually transfer data, a step needed with many alternative platforms. This saves time and reduces the risk of errors caused by copying or re-entering information. Portant offers full document lifecycle management within HubSpot. Users can generate, review, approve, sign, and store documents all in one place. In contrast, many tools focus only on sending proposals and lack broader functionality to manage contracts after signing. Ease of use is a key factor for busy sales teams. Portant uses familiar templates and simple automation that scales across teams. It is designed to ensure documents are accurate and on-brand with minimal fuss. This makes it a practical choice compared to platforms that have steeper learning curves or require costly seat minimums.
Try Portant today!
Start for free

Portant is rated 4.9/5 stars on  G2 reviews.

See what they're saying
G2 BadgeG2 BadgeG2 BadgeG2 BadgeG2 BadgeG2 Badge

How to create proposals using Portant

Explore how you can use Portant to automate all your proposals in HubSpot — in just a few clicks!

Try Portant today!
Start for free

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
Read More

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

Everest
Read More

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

Boomerang Capital
Read More

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

Destrupack CR
Read More

How Movium turned manual invoicing into a fully automated workflow

Movium
Read More

How 2manydots started automating documents straight from HubSpot

2manydots
Read More

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

Grapevine-Colleyville ISD (GCISD)
Read More

Automating Order Forms: How Kore.ai Save Hundreds of Hours Each Quarter

Kore AI
Read More

Automating QBRs: How Kore.ai Save Hundreds of Hours Each Quarter

Kore AI
Read More

How a Leading Renewable Energy Company Solved Repetitive, Error-Prone Tasks

Lumify Energy
Read More

How MJD Advisors Spent 50% Less Time on Manual Reports

MJD Advisors
Read More

How OwnHome Reduced Manual Data Entry by 75%

OwnHome
Read More

FAQ

Frequently asked questions on why Portant is better than Proposify for teams looking to automate documents in HubSpot.

Why choose Portant over Proposify for automating sales documents?

Close iconClose icon

Can Portant handle contracts and quotes as well as proposals?

Close iconClose icon

How does Portant’s HubSpot integration improve workflow compared to Proposify?

Close iconClose icon

What makes Portant cost-effective compared to Proposify?

Close iconClose icon

How does Portant simplify document lifecycle management?

Close iconClose icon

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
Portant Logo

Book a demo

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.

Book Demo