HubSpot workflow
HubSpot Sales Proposal Workflow (Portrait)
Send formal HubSpot sales proposals in portrait, document-style Google Slides that buyers can print, sign, and file. Portant merges deal data, line item pricing, and an eSignature page in one workflow.
~5 min setup · Used by 100+ teams
Trusted by 40,000+ teams
Overview
Generate portrait-format sales proposals from HubSpot in Google Slides
Selling into procurement, legal, or any RFP-led buyer means you can't send a deck. They want a printable proposal with an exec summary, scope, line-by-line pricing, and a signature page at the back. So your team rebuilds the same document for every deal, retypes pricing from HubSpot into a table, fixes page breaks at 9pm, and emails the PDF for someone to print and sign.
This workflow turns a HubSpot deal into a portrait, document-style proposal in Google Slides. Data merge fills the company, contact, and deal fields, line items render the pricing table, and an eSignature block sits at the end of the doc so the buyer signs without leaving the proposal.
It suits services, consulting, agency, and managed-services teams that close formal long-form deals. Pair it with our proposal automation playbook to standardise scope and pricing across every rep on the team.
Who is this for
Is this template right for you?
Sales teams and account executives who send proposals regularly.
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Proposals out the door in under 10 minutes. Data merge fills the cover, scope, and pricing from the HubSpot deal so reps stop rebuilding the same document for every opportunity.
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Pricing that always matches the deal record. The line items block reads directly from the HubSpot product table, so finance and the buyer see the same totals on the proposal.
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Signed PDF saved against every deal. Portant eSignatures collects the signature in the workflow and output management files the named PDF on the HubSpot deal as its own record.
Setup
How to set up the portrait proposal workflow
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Step 1: Connect HubSpot and Google
Authorise Portant with the HubSpot account that owns the deal pipeline and the Google workspace that holds your proposal template.
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Step 2: Pick the portrait Slides template
Choose the A4 portrait master your design team approved, with placeholders for the cover, exec summary, scope, pricing table, and signature page.
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Step 3: Map deal fields, line items, and signers
Match HubSpot properties to each placeholder, point the line items block at the deal's product table, and add the buyer's email as the eSignature recipient.
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Step 4: Set the trigger and turn it on
Pick a stage change or property update that should generate the proposal, then test with a real deal before rolling the workflow out to the team.
Frequently asked questions
A long-form sales proposal includes an executive summary, scope of work, deliverables, timeline, a line item pricing table, terms, and a signature page. This portrait template generates each section from your HubSpot deal so every proposal covers the same ground in the same order.
Most services proposals run 6 to 12 portrait pages, long enough to cover scope and pricing without padding. Portant merges only the HubSpot deal fields you map, so each proposal stays as short as the deal allows and reps never pad sections to hit a length.
An RFP response answers a buyer's structured questionnaire section by section. A sales proposal is your own document outlining scope, pricing, and terms. This template handles both because the portrait Google Slides layout and HubSpot data merge let you swap the structure to match either format.
Yes. Portant eSignatures adds a signature block on the last page of the proposal and routes the doc to the buyer right after merge. The signed PDF saves back to the HubSpot deal so the rep never has to chase the document by email.
The portrait HubSpot proposal template is built for procurement-led and RFP-style deals that need scope, line item pricing, and a signature page. The personalised and simple proposal templates use landscape Google Slides and suit shorter exec decks where a printed document is not required.
Yes. The same portrait template works with a Google Sheets data source if your team prices deals in a workbook before they reach HubSpot. Map the Sheet columns to the cover, scope, and pricing placeholders and the rest of the workflow runs the same way.
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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.