HubSpot document automation
Document automation built for HubSpot, from deal to signed document
HubSpot document automation means generating, sending, signing, and storing your documents straight from HubSpot data, with no copy-paste and no leaving the CRM. Portant runs that entire pipeline inside HubSpot: it pulls deal, contact, company, and line item fields into your own Google Docs, Slides, Word, or PDF templates, collects eSignatures, and syncs every result back to the deal.
Install on HubSpot
Trusted by 40,000+ teams
The pipeline
One pipeline, from HubSpot deal to signed document
Every stage lives in one HubSpot workflow. No bouncing between a CRM, an editor, an eSignature tool, and a drive.
01
Trigger
Start from any HubSpot deal, manually from the record or automatically when a deal reaches a stage or a workflow fires.
02
Generate
Portant fills your own Google Docs, Slides, Word, or PDF template with deal, contact, company, and line item data. No proprietary editor.
03
Send
Email the document to the right contacts straight from the workflow, on your own branding.
04
Sign
Collect legally binding eSignatures from one or many signers without leaving HubSpot.
05
Track
See sent, viewed, and signed status and write it back to the HubSpot deal in real time.
06
Store
Save the finished document to the HubSpot deal record and to Google Drive automatically.
07
Sync back
Update the deal stage, create tasks, and trigger the next HubSpot workflow on completion.
All in one place
Your reps work entirely from the deal. Ops and legal keep control of the templates.
Start for free →Built for every document
One platform for every document you send from HubSpot
Contracts
Generate, approve, and sign contracts from HubSpot deals.
Learn more →
Proposals
Branded proposals built from HubSpot deal data and line items.
Learn more →
Quotes
Accurate quotes powered by HubSpot line items and approvals.
Learn more →
Invoices
Automated invoicing from HubSpot or Google Sheets.
Learn more →
Legal
NDAs, agreements, and approvals routed through legal.
Learn more →
Lifecycle management
Renewals, amendments, and post-signature workflows.
Learn more →
Native, not bolt-on
Everything runs natively in HubSpot
Portant installs from the HubSpot App Marketplace and works on your deals, contacts, companies, line items, and workflows.
The HubSpot integration
How Portant connects to HubSpot: one-click install, property mapping, workflow actions, and write-back.
See how it connects →Your own templates
Use Google Docs, Slides, Word, and PDF templates with {{HubSpot Tags}}. Keep your brand and layout.
Learn more →Built-in eSignatures
Legally binding, multi-signer eSignatures included, with a full audit trail. No DocuSign required.
Learn more →Approvals
Route documents through legal, finance, or management before they reach the client.
Learn more →Line items and pricing
HubSpot line items flow into formatted pricing tables that expand to fit the deal.
Learn more →AI drafting
Draft and tailor document content with AI, grounded in your HubSpot data.
Learn more →