End-to-end automation
Draft, review, approve, sign, store, and report on every document in one connected flow. Ops get consistency, reps get speed.
Trusted by 40,000+ teams
Trigger
New Deal in HubSpot
Generate
Send & Sign
Email + PDF & E-Sign
Save & Sync
HubSpot + Drive + OneDrive
The challenge
As teams grow, document processes break under scale.
Switching between HubSpot, Google Docs, e-sign tools, and email just to send one document. Every extra tool is another place for errors, delays, and lost context.
The latest version lives in someone's inbox or Drive folder, not in the deal record where it belongs. Nobody knows which draft is current.
Follow-ups that should be automatic still depend on someone remembering. Deals stall because nobody knows where a document stands.
The solution
With Portant, every document follows the same playbook from trigger to archive.
Sales ops build automated workflows that run reliably in the background. Reps follow the steps. Policy becomes default behaviour.
Track every step from generation to signature directly in HubSpot. Leaders get real-time status on every document without chasing reps.
As you grow, Portant grows with you. Set permissions, manage templates, and control document rules across the team with ease.
Features
Every feature is built to work inside HubSpot, so your team moves faster without switching tools.
Chain merge, approval, email, storage, and eSign steps visually — a full automation engine, not just a document tool.
Kick off workflows from deals and associated records so documents generate, route for review, and send — all inside HubSpot.
Add internal approvals and legally binding signatures to the same workflow. Draft, review, approve, and sign without jumping between tools.
01
Define each stage: merge, review, approve, sign, store. Arrange them in the order your policy requires.
02
Add each step visually, connect your templates, and set output destinations. No code required.
03
Choose which deal stages or record types trigger the workflow so documents generate from the right data.
04
Run a small batch, gather feedback, and refine. Then enable the workflow for the whole team.
Customer story
“I can run documents directly from HubSpot. No jumping between platforms. No copying data. The information comes straight from HubSpot, so it’s always right.”
Single source
HubSpot fields drive merges into Docs
No copy-paste
Documents run from CRM without extra tools
Edwin van der Maas
Operations Lead, 2manydots
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.
