Salesbricks alternatives for HubSpot
Teams evaluating Salesbricks for usage-based billing and deal-desk workflows often still need quotes, contracts, and proposals to live natively on HubSpot with templates they already trust in Google Workspace or Microsoft 365. Below are the main tools those RevOps and finance-led buyers compare in 2026, starting with Portant for HubSpot-native document automation.
Salesbricks 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 Salesbricks for quote-to-cash and billing, Portant is the layer that keeps customer-facing documents on the deal without forcing templates into another editor.
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 salesDealHub overview
Often shortlisted next to Salesbricks when buyers want CPQ, deal rooms, and guided selling, especially if the open question is how proposals move while HubSpot stays the CRM.
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. It often pairs with billing and deal-desk tools like Salesbricks when finance still wants proposals and contracts on the CRM object.
PandaDoc overview
A familiar choice when teams want a dedicated proposal and contract editor with HubSpot data synced in, instead of running quote-to-cash only inside a billing or deal-desk product.
Conga overview
Enterprise document generation and revenue tooling buyers still compare Conga when stacks span CRMs, complex CPQ, and heavy contracting, even when HubSpot is the day-to-day home for sales.
Portant vs Salesbricks
Feature-by-feature view for HubSpot teams: native Quotes, DealHub, PandaDoc, Conga, Salesbricks, with Portant on the right.
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HubSpot Quotes
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DealHub
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PandaDoc
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Conga
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Salesbricks
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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 doc builder.
Suggestion: DealHub for mutual action plans and pricing workflows at the centre of the sale. Add Portant if you also need HubSpot-native merge from Google Docs and Word templates.
Suggestion: HubSpot Quotes until you hit limits on decks, contracts, or complex layouts, then add a document layer such as Portant.
Suggestion: Conga for mature document generation and CPQ breadth. Expect heavier implementation than a HubSpot-certified app built for merge from templates you already own.
Suggestion: PandaDoc when teams accept maintaining templates in that editor. Compare Portant if Google and Microsoft files should remain the source of truth on the deal.
Suggestion: Use the comparison table for HubSpot Quotes, DealHub, PandaDoc, Conga, Salesbricks, and Portant. Portant is the rightmost column.
Portant is HubSpot-certified for quote-to-contract automation from Google and Microsoft templates, with documents as first-class CRM records. Salesbricks focuses on usage-based billing and deal-desk workflows; it is a different layer than HubSpot-native document merge.
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.