Sales & RevOps for HubSpot
Connect your approved templates to live HubSpot data so every quote, proposal, and renewal stays accurate and governed. Reps stay fast, ops keep control, and leadership sees the real numbers.
Trusted by 40,000+ teams
Trigger
New Deal in HubSpot
Generate
Send & Sign
Email + PDF & E-Sign
Save & Sync
HubSpot + Drive + OneDrive
The challenge
When document processes rely on copy-paste and tribal knowledge, small cracks become expensive gaps. Here is what we hear most often.
You build a workflow for quotes, but reps still paste data into their own templates. You standardize proposals, but someone emails an old version. No matter how many fixes you ship, the leaks keep appearing.
Spreadsheet exports, screenshots, and half-updated drafts mean sales and finance reference different numbers. By the time a quote reaches the customer, nobody is sure which version is current.
CS, implementation, and billing teams hunt for the signed order form or approved terms because documents live in email threads, not deal records.
The solution
Automated workflows, consistent outputs, and full visibility from generation to signature.
Build document automation once and let it run. Templates pull live deal data, apply the right logic, and produce accurate outputs every time, without rep intervention.
Track every document's status, from created to opened to signed, directly in HubSpot. Leaders and RevOps see the full picture without pinging reps or digging through inboxes.
Set permissions, manage templates, and enforce approval rules across regions and segments. As you grow, Portant grows with you.
Features
Every feature is built to work inside HubSpot, so your team moves faster without switching tools.
Every document pulls from the same HubSpot properties your forecast uses. No exports, no copy-paste, no second version of the numbers.
Line items, quantities, discounts, and totals flow from HubSpot into formatted tables — no spreadsheet side-channels, no discrepancies.
Route non-standard discounts or custom terms through the right approver while standard deals sail through untouched.
01
Bring the Google Docs, Slides, Word, or PDF layouts your team already uses. No rebuilding from scratch.
02
Tag placeholders for contacts, companies, deals, line items, and custom objects so every document is complete and accurate.
03
Route non-standard deals through the right reviewers while standard workflows run untouched.
04
Reps generate documents directly from HubSpot. Every output lands in the right place with the right name, every time.
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.
