CAPABILITIES
Built-in tools that make document automation effortless
Every feature is designed to work inside HubSpot, so your team can move faster without leaving the tools they already use.
Built-in eSignatures for HubSpot
eSignatures
Close deals the same day with signatures inside HubSpot
Learn more →HubSpot line items in documents
Line Items
Pull HubSpot line items into formatted pricing tables automatically
Learn more →Review before send
Approval workflows
Route documents through the right approvers before they reach the client
Learn more →Send and measure
Email tracking
Full visibility into every document you send
Learn more →Organized files
Output management
Every document saved, named, and synced to HubSpot automatically
Learn more →HubSpot to template
Data merge
Insert live HubSpot data into any document, automatically
Learn more →AI-assisted drafting
Portant AI
Draft and personalize document content without starting from a blank page
Learn more →Collect payment with your documents
Payments
Collect payment the moment your customer signs
Learn more →Trusted by 40,000+ teams
Join over 40k+ teams using Portant
Portant has been a game-changer for Clipboard! It’s saved our sales team countless hours every week by generating order forms, proposals and contracts with info from HubSpot automatically filled in.
With Portant, I run documents directly from HubSpot. No jumping between platforms. No copying data.
Portant replaced three separate tools for us. One platform handles docs, signatures, and follow-ups without leaving HubSpot.
Portant was the simplest and quickest signing integration I’ve ever implemented, it works natively with HubSpot.
At RepCard, Portant gave us an end-to-end automated workflow inside HubSpot, we replaced manual agreement creation at scale.
We’re seeing higher average closed revenue with Portant and faster days to close, it’s showing us a material impact on sales velocity.
Love this product. Have been using it for over a year and the integration to Google Workspace is awesome. Lots of credit for listening to your users!
When the executive team asks for an extension document, Portant gets it to them in about an hour, it’s empowered my whole team.
Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!
This software brilliantly takes over the tedious process of creating and sending invoices. This not only saves time but massively reduces errors of data entry.
This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!
Our reps used to spend 30 minutes per proposal. Now it’s under two minutes and the documents look better than ever.