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4.8 stars  ⭐️⭐️⭐️⭐️⭐️

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Feature Comparison

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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eSignatures
Proposals
Quotes
Contracts
Invoices
Reports
Jumpstart a HubSpot workflow in seconds
Explore templates

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Portant is rated 4.9/5 stars on  G2 reviews.

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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

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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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