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James Fyfe
CEO at Portant
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.
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!
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
- Redeem your design – Click the link in the dashboard (or click the link in the email invite).
- Share your brand details – Complete a short form with logo, colours, and fonts.
- Receive your proposal – Delivered within about a week.
- 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.
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.
Not on an Annual plan yet? Upgrade today to unlock your custom, on-brand proposal template and start sending better-looking documents with Portant.
