Sales Agreement Template

Automate and sync all your sales agreements in HubSpot using this Google Doc template

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Portant

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HubSpot, Google Docs, Word, Gmail, Outlook

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Use this Sales Agreement template to create, review, and send contracts instantly from HubSpot. Pull deal and contact fields into Google Docs, Word, or a PDF template so every agreement is accurate and branded. Run the automation from a HubSpot record and the generated file is saved back to HubSpot as its own record. No more copying data between apps. This removes errors, speeds up close times, and keeps all agreements under the right deal. Add review blocks so managers can approve drafts inside HubSpot. Request eSignatures and assign multiple recipients in order. Signatures and dates are placed in the document and recorded in HubSpot custom properties. PDF versions attach to the deal and a copy saves to Google Drive. Use HubSpot triggers on the new record to start follow ups. Sales, legal, and operations teams cut steps, avoid bottlenecks, and close deals faster with one simple workflow each time.

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See why 40k teams have switched to Portant. In a few mins, we'll show you how to transform your sales workflows and close more deals.

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