Review before send
Route documents through the right approvers before they reach the client
Set the approval chain: legal, finance, leadership, whatever your process needs. One-click approve or reject, every decision recorded, and reps never leave HubSpot.
Install on HubSpot
Trusted by 40,000+ teams
Why teams automate their approval workflows in HubSpot
Looking for a simple approval workflows app for HubSpot? Portant’s that, and much more too.
Every contract reviewed before it leaves
Portant holds documents until each approval step completes. Legal, finance, or management always see the draft before it reaches the customer.
One-click approvals with full context
Each approver gets a notification with deal context attached. No forwarding PDFs, no chasing people across Slack and email.
A clear audit trail for every decision
Every approval and rejection is logged with a timestamp and user. When compliance asks who signed off, the answer is one click away.
“Portant saved our sales team countless hours every week automating documents.”
How approval workflows automation works
Every feature is built to work inside HubSpot, so your team moves faster without switching tools.
Route documents through the right people, automatically
Build sequential or parallel approval chains that match your real review process. Legal, finance, leadership—each step runs reliably in the background.
Generate, review, and approve—all inside HubSpot
Every approval runs in context of the deal record, with live CRM data attached. Reps never leave HubSpot to get sign-off.
Stop chasing approvals to move deals forward
Approvers act from their inbox in one click—no new logins, no Slack threads, no bottlenecks. Deals keep moving.
Nothing goes out without sign-off
Send and eSignature steps are blocked until every required approver accepts. No accidental sends, no pressure to ship without the right controls in place.
Full visibility into every approval decision
Every approval and rejection is logged with timestamp and user—so you never need to chase anyone for an update. Ready for audits, handoffs, and compliance.
How to get started with approval workflows in HubSpot
01
Add an approval step
Insert approval into your workflow after the document merges and before it sends or collects a signature.
02
Assign your reviewers
Choose people or roles and set the order. Run reviews sequentially or in parallel.
03
Generate from a deal
Create the document from live HubSpot data. Approvers receive the exact version that matches the record.
04
Release and send automatically
Once every approver accepts, Portant continues the workflow to email or collect signatures.
Frequently asked questions about approval workflows
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.