What are teams using as an alternative to HubSpot Quotes?

Why are teams ditching HubSpot Quotes?

If you're a sales leader, you're likely racing against the clock -juggling multiple deals, spending hours reformatting and chasing approvals for quotes that just don’t fit the team’s needs.

And for many HubSpot users, this sounds all too familiar. HubSpot Quotes, while not the worst tool in the world, never quite cuts the mustard when it comes to customization, speed, and workflows that fit your existing process.

Why HubSpot Quotes slow you down

I speak to a lot of sales leaders in my role at Portant. So this is more their words, not mine. While HubSpot Quotes handles most simple use cases, a quick scroll through the HubSpot community shows that most users are frustrated by:

• Rigid templates that limit what can be customized, leading to repetitive manual edits.
• Switching between multiple apps like Google Docs, e-signature tools, and spreadsheets just to complete ONE quote.
• Lengthy approval cycles requiring emails and follow-ups that eat into selling time.
• Limited integration options beyond the HubSpot ecosystem.
• Scaling issues as businesses grow and need more tailored quoting workflows.

And these issues aren’t just what you might call "operational hurdles". They directly impact sales momentum and team morale.

Trust me, I hear at least one sales reps a week say something like, “We spend more time formatting quotes than actually selling.”

Alternatives for sales teams to consider

Teams using HubSpot often look outside native quotes to tools like PandaDoc, Qwilr, Better Proposals, and Insightly. These platforms offer more advanced customization, template flexibility, and document automation. However, many still require fiddling about with yet another piecemeal system outside HubSpot. Which, in most case, causes more problems than it solves. If you know, you know! ;)

Why Portant is the best alternative for quotes in HubSpot

Here's our talented CEO, James, with the scoop:

Portant is designed specifically for HubSpot users to stay inside their CRM while automating document workflows like quotes, proposals, and contracts. Here's how Portant helps teams solve common problems:

1. Integrates deeply with HubSpot: Unlike third-party tools, Portant works inside HubSpot, using the CRM data to generate accurate, branded quotes without copying or manual entry.
2. Custom templates: Use your existing Google Docs, Word, or PowerPoint templates, and personalize them dynamically with live HubSpot data.
3. Full lifecycle automation: From quote generation and internal approvals to e-signatures, everything happens in one seamless workflow.
4. Document tracking and visibility: Every quote is saved as a record in HubSpot, giving sales ops and leadership real-time insight into document status.
5. Personalization at scale with zero error: By automating repetitive admin tasks, sales reps reclaim hours each week, allowing more focus on selling and not time wasted doing copy-paste and fixing typos.

Over 40,000 teams have chosen Portant as their document automation tool, and it's fast becoming the go-to for sales teams using HubSpot. On average, Portant saves an average of 125 hours per month. Which means what? Less admin, more focus spent closing deals.

Choose Portant as your quote automation tool (and start for free!)

We've designed Portant give busy teams a plug-in-and-go experience. To get startned

1. Install Portant through the HubSpot Marketplace to seamlessly connect it with your CRM.
2. Convert existing templates to dynamic documents with live CRM tags — no redesign needed.
3. Set up automated workflows to handle approvals, generation, and e-signature processes.

To get started, try Portant free today!