Use this Consulting Agreement Template to auto-create clear, compliant contracts from HubSpot data. Pull client details, scope, fees and dates directly from deals or custom objects. Run the workflow inside HubSpot and Portant fills your chosen template — Google Docs, Microsoft Word, or PDF — so you always use your firm’s format. Each generated agreement is saved back to HubSpot as its own record, removing manual uploads and lost versions. No more copying, emailing, or scattered files. This template speeds approvals with review blocks so teams can check terms before sending. Add multiple approvers, require all to sign off, and track who approved what and when. Request eSignatures from one or many recipients and collect signed copies automatically. All signature status and outputs sync back to HubSpot as related records. Legal, sales, and delivery teams save hours and reduce risk by automating versions, approvals, signatures, and storage. Start from a template quickly.