Introducing Custom Proposal Templates for Portant Users

October 29, 2025

Portant annual users can now request custom-designed proposal templates that reflect their brand and work seamlessly with HubSpot. Create professional, on-brand sales documents in minutes — no design work needed.

James Fyfe
Co-founder - CEO

We’ve teamed up with Chi Design, a trusted design studio, to help our exisiting users create beautiful, on-brand proposal templates - that work seamlessly inside HubSpot.

↑ Example 'bold' proposal template
Starting today, this feature is available exclusively to Portant Annual plan users. If you’re on a Free or Pro plan, you can unlock it by upgrading to a Teams Annual plan.

Proposals that really represent your brand

Most teams settle for generic templates or spend hours adjusting layouts by hand. But we're helping you generate polished, on-brand proposals that make a great impression on your customers (directly from HubSpot).

Who qualifies?

Each template is created by professional designers (valued at $500). Because every design is handcrafted, we’re making this available exclusively to Teams Annual plan users. If you’re on a Free or Pro plan, upgrade today and your team will receive your own custom design - at no extra cost!

↑ Example 'elegant' proposal template

What’s included

  • 8-slide proposal template, built for any HubSpot wolkflows
  • 2 rounds of feedback
  • Editable master slides for easy brand updates
  • A quick guide to help your team maintain the layout

How it works

  1. Redeem your design – Click the link in the dashboard (or click the link in the email invite).
  2. Share your brand details – Complete a short form with logo, colours, and fonts.
  3. Receive your proposal – Delivered within about a week.
  4. Start sending – Generate and deliver polished proposals straight from HubSpot.

Designed by Chi Design

Every layout is created in collaboration with Chi Design, specialists in strategy-led visuals. Their team ensures your proposal leave an impression. They look professional, clean - and are aligned perfectly with your brand.

↑ Example 'formal' proposal template

Get started

If you’re already on the Teams Annual plan, check your inbox for your redemption link or contact our team to claim your custom design.

👉 Redeem your design →

Not on an Annual plan yet? Upgrade today to unlock your custom, on-brand proposal template and start sending better-looking documents with Portant.

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