Q4 Feature Releases! Automate ALL your Quotes, Proposals & Contracts (directly inside HubSpot)! 🚀

Dynamic Proposals

Dynamic Proposals are now live in HubSpot.

Using Google Sheets and PowerPoint, you can now generate personalized, on-brand proposals in 2 minutes with HubSpot data - directly after the discovery call.Personalised using the prospect’s *own words*.

❌ BEFORE → Hours wasted switching apps, rummaging folders and copy-pasting data into a proposal doc manually

✅ With Portant:

• Meeting notes + transcript saved in HubSpot instantly after call ends
• Portant reads the notes and auto-generates a deck tailored for that deal
• Portant saves the deck to the deal ready to be reviewed and sent

Teams using this workflow in HubSpot are following up faster and already seeing up to 25% higher close rates!

Get started free → Install on HubSpot Marketplace

💼 Microsoft 365 Integration

Integrate HubSpot directly with Microsoft 365. Portant now let’s you build, personalize, and send documents automatically using HubSpot data - directly inside HubSpot.

Create proposals, quotes, and contracts in Word, PowerPoint and Portant will automatically pull in HubSpot data, personalize your template and send it wherever it needs to go.

Available now for all Portant users. Install free here

PDF Support

Generate e-signatures with your existing PDF templates inside HubSpot. Upload any PDF (like a contract, form, or NDA), map your HubSpot data to the fields, and send it for signature without leaving the CRM. 

Portant automatically fills in deal details, tracks signature status, and saves the signed document back to the deal record. Keep your existing PDFs. Power them with HubSpot’s data.

Get started free → Install on HubSpot Marketplace

🧱 Custom Objects

You can now Generate documents from HubSpot using ANY Custom Object. 

Whether it’s:

1. projects
2. renewals
3. subscriptions
4. or partnerships

Portant now connects your Custom Objects to dynamic document workflows.

Create proposals, contracts, or reports from any record type, powered by your HubSpot data - and have every document saved, tracked, and updated automatically in HubSpot.

Here’s James with the full scoop: 

App Cards

You can now see every proposal, quote and or contract inside a HubSpot Deal.

With Portant, see document activity, status, and actions without switching app. Reps can see when a document have been sent, viewed, or signed. Making it effortless to followup and move deals forward. Just think - no more messy folders, or asking “where the hell’s that contract”?

Here’s James with the full scoop:

Instant Workflows

Here’s how to create and send a personalized proposal, quote or contract in seconds from any HubSpot deal. With Instant Workflows, you can generate and send documents directly from any deal using live HubSpot data. You don’t need to create a new workflow, create a new template - in fact, there’s no additional setup.

1. Just click generate
2. confirm the receipt
3. and send!

It’s that simple. Perfect for teams that want to move deals from discovery to closed in minutes.

Full Contract Lifecycle Management

Full Contract Lifecycle Management now available in HubSpot. You already have HubSpot for automation and Google Docs for document, right? So why add another platform just to send a contract?

With Portant, you can now generate, approve, send, and sign contracts - and automatically move deals from Ready for Contract to Closed Won in HubSpot. No new system to learn. No extra tabs. Just smarter automation in the tools you already use every day.

Want the full scoop? Here's the full breakdown from our friend Ryan Gunn

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