The #1 HubSpot app for contracts

How Portant is better than Templafy

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

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2k Installs
4.8 stars  ⭐️⭐️⭐️⭐️⭐️

40k+ teams chose Portant over tools like Templafy

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Feature Comparison

Portant vs. Templafy

Templafy
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

Portant automates key sales documents like contracts, quotes, and proposals directly within HubSpot—streamlining workflows in ways Templafy doesn’t support for HubSpot users.

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

Portant is built specifically for sales teams using HubSpot, focusing on automating the entire document lifecycle within the same platform. Unlike many alternatives, Portant empowers users to generate contracts, quotes, and proposals directly in HubSpot in seconds without juggling multiple tools or manual copy-pasting. Its seamless integration means your templates stay consistent and up-to-date, eliminating formatting errors and version confusion common in slower, manual processes. This gives teams the speed and confidence to close deals faster with documents that look professional and are always accurate. While some platforms focus heavily on brand compliance at a high cost, Portant offers an accessible, transparent pricing model suitable for businesses of all sizes. It combines powerful automation features with simplicity, so teams can customize templates, add conditional logic or approvals, and automate follow-ups without needing technical expertise. By putting the entire process inside HubSpot, Portant removes the friction of using disconnected apps. Sales reps save time, operations maintain control, and leadership gains visibility into document status—all contributing to a more efficient, scalable sales process that adapts to your growth.
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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 Templafy for teams looking to automate documents in HubSpot.

How does Portant integrate with HubSpot compared to Templafy?

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What types of documents can Portant automate that Templafy does not?

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Is Portant more cost-effective than Templafy?

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How user-friendly is Portant compared to Templafy?

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Can Portant handle document approval workflows and tracking inside HubSpot?

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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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