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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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Over 40,000 teams have switched to Portant

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Portant is rated 4.9/5 stars on  G2 reviews.

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Jumpstart a HubSpot workflow in seconds
Explore templates

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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

Automatización de formularios de pedido: cómo Kore.ai ahorra cientos de horas cada trimestre

Kore AI
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Automatización de QBRs: cómo Kore.ai ahorra cientos de horas cada trimestre

Kore AI
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Cómo OwnHome redujo en un 75% la entrada manual de datos

OwnHome
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Cómo MJD Advisors dedicó un 50% menos de tiempo a los informes manuales

MJD Advisors
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Cómo Innovative Language ahorró el 90% de su semana automatizando sus contratos

Innovative Languages
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Cómo una empresa líder en energías renovables solucionó tareas repetitivas y propensas a errores

Lumify Energy
Read More

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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