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Feature Comparison

Invoice Simple
Portant
Google Workspace integration
Microsoft 365 integration
Template store
Multi-language templates
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
Team roles
Additional features
HubSpot workflow triggers
Tables & Line items
AI content fields
Auto-send with Gmail & Outlook
Reporting & Security
Document reports & dashboards
SOC 2 / HIPAA / ISO certified
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Jumpstart a HubSpot workflow in seconds
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Discover Portant

eSignature Workflow

With Portant’s eSignature workflow, you can easily request that your clients or team sign contracts digitally.Generate, send, and sign documents with Portant.

Contracts Workflow

Portant’s contract management workflow handles your contract creation, agreement tracking, sending, contract renewals, and NDAs and compliance. Everything’s at one place, no need to switch between apps.

Reports Workflow

Transform your raw data into useful, easy to read reports in a few simple steps with Portant’s automated report generation. From financial summaries, project progress, and feedback analysis to inventory overviews, simplify your reports now.

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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

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 OwnHome Reduced Manual Data Entry by 75%

OwnHome
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How MJD Advisors Spent 50% Less Time on Manual Reports

MJD Advisors
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How Innovative Language Saved 90% of Their Week by Automating Their Contracts

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

Lumify Energy
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FAQ

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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!

HubSpot
Google Docs
Zapier
Google Forms
Google Sheets
Google Slides
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