Proposify alternatives for HubSpot
Many teams look past Proposify when HubSpot is the system of record but proposals, quotes, and contracts still live in a separate tool, with duplicate data entry and limited visibility on the deal. Below are the main options those teams evaluate in 2026, starting with Portant for HubSpot-native automation using your existing Google and Microsoft templates.
Proposify 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 are weighing Proposify against staying inside HubSpot end to end, this is the workflow teams switch to.
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 you want quotes, proposals, and contracts in one platform, not only proposal decks.
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.
Qwilr overview
A strong pick when the priority is interactive, web-style proposals and a polished buyer experience rather than every contract and quote living as a HubSpot document record.
Portant vs Proposify
Feature-by-feature view for HubSpot teams: HubSpot Quotes, DocuSign, PandaDoc, Qwilr, Proposify, with Portant on the right.
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HubSpot Quotes
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DocuSign
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PandaDoc
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Qwilr
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Proposify
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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 proposal editor.
Suggestion: DocuSign is the usual default; plan on extra tools if you still need proposals and quotes wired tightly to HubSpot.
Suggestion: HubSpot Quotes until you hit limits on decks, contracts, or complex layouts, then add a doc layer.
Suggestion: Qwilr for interactive pages. Pair with another layer if every agreement should be a first-class HubSpot record with Google or Word as the source of truth.
Suggestion: PandaDoc when you want a built-in editor and library across document types, knowing HubSpot may still feel like a sync target compared with a HubSpot-native app.
Suggestion: Use the comparison table. Portant is the rightmost column.
When the CRM should own the full document story, Portant keeps create-through-sign on the record with live deal fields. Proposify is strong for proposal libraries and sales-led sending, but it is not the same as running every document type inside HubSpot with your existing files.
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.