HubSpot line items in documents
Pull HubSpot line items into formatted pricing tables automatically
Quantities, unit prices, discounts, and totals pull straight from the deal into your template. One layout handles three items or three hundred.
Install on HubSpot
Trusted by 40,000+ teams
Why teams automate their line items in HubSpot
Looking for a simple line items app for HubSpot? Portant’s that, and much more too.
No more copy-pasting prices into docs
Line items pull directly from the HubSpot deal. Products, quantities, prices, and totals land in your document without a single manual entry.
One template handles every deal size
Tables grow to fit whether a deal has 3 items or 300. No reformatting, no row counting. Build it once and reuse it on every deal.
Totals that always match the deal
Subtotals, taxes, discounts, and grand totals calculate automatically from HubSpot data. Every figure matches the deal record exactly.
“Portant saved our sales team countless hours every week automating documents.”
How line items automation works
Every feature is built to work inside HubSpot, so your team moves faster without switching tools.
Auto-formatted pricing tables
Line items from HubSpot deals automatically populate clean, branded tables in your documents. Product names, quantities, unit prices, and totals format consistently every time.
Choose which columns to display
Select which line item properties appear in your pricing table. Show product names, SKUs, quantities, unit prices, discounts, descriptions, and totals. Customize per template.
Dynamic row count for any deal size
Tables expand automatically to fit the number of line items on each deal. One template works whether the deal has 2 items or 200. No reformatting needed.
Calculated totals and subtotals
Subtotals, taxes, discounts, and grand totals calculate automatically from your HubSpot deal data. No manual math, no rounding errors.
Works across all template types
Line item tables render in Google Docs, Slides, Word, and PowerPoint. Use whichever format fits your brand.
How to get started with line items in HubSpot
01
Design your table layout
Add a line item table tag to your Google Doc, Slides, or Word template.
02
Map columns to HubSpot fields
Choose which line item properties appear in each column of the table.
03
Generate documents
Portant creates tables that match the exact line items on each HubSpot deal.
04
Review and send
Every document has accurate, formatted pricing ready to share with clients.
Frequently asked questions about line items
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.