HubSpot workflow
Sales Agreement YC - SaaS
Send the YC style SaaS sales agreement from a HubSpot deal in minutes, not days. Portant data merge fills the Google Doc and eSignatures collect the signature without leaving HubSpot.
~5 min setup · Used by 100+ teams
Trusted by 40,000+ teams
Overview
Send the YC SaaS sales agreement from HubSpot in under 10 minutes
Most early stage SaaS founders end up grabbing the Y Combinator open source sales agreement, dropping it into Google Docs, and find and replacing the customer name, the fee, and the term every time a deal closes. Half the time the term length is wrong, the entity is yesterday's, or the signed PDF ends up in a personal Drive folder no one else can find.
This workflow keeps the YC clauses locked and only changes the commercial fields. Portant data merge pulls the customer name, fees, billing cadence, term, and governing law from the HubSpot deal into the YC Google Doc, then sends it for eSignature inside HubSpot and writes the executed PDF back onto the deal record.
It suits founders, first sales hires, and RevOps leads at seed to Series B SaaS startups who want a fast, fair contract their buyers will accept without a six week legal cycle. It is the lightweight on-ramp into Portant's contracts workflow that you can grow into a full MSA pattern as deal sizes grow.
Who is this for
Is this template right for you?
Legal, sales, and operations teams managing recurring agreements.
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First YC agreement out the door in under 10 minutes. Portant data merge fills the YC template with HubSpot deal data on a trigger, so a founder can send their first contract during their first onboarding session.
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Same YC clauses on every deal, every rep. Portant approval workflows lock the YC legal text and only release a non standard edit once your reviewer signs off, so the contract stays defendable as the team grows.
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Signed contracts saved back on the HubSpot deal. Portant eSignatures collect the signature inside HubSpot and output management writes the executed PDF onto the deal record, so finance and customer success share one source of truth.
Setup
How to set up the YC SaaS sales agreement workflow
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Step 1: Connect HubSpot and Google Docs
Open Portant, install the HubSpot integration, and grant access to the Google account that holds your YC sales agreement template.
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Step 2: Load the YC SaaS agreement template
Drop the YC SaaS sales agreement into Google Docs, then add merge tags like {{deal.amount}} and {{company.name}} where the dynamic fields belong.
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Step 3: Map HubSpot fields and add an approval step
In Portant's data merge step, point each tag at the right HubSpot deal or company property, then add an approval workflow for any clause edits a rep might make.
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Step 4: Set the trigger and the eSignature step
Choose a HubSpot trigger, like deal stage moves to Closed Won, then add the eSignature step and the file name pattern that lands the executed PDF on the deal.
Frequently asked questions
The YC SaaS sales agreement is a free, open source contract template Y Combinator published in February 2015 for early stage SaaS startups closing their first paid deals. Portant lets you load it into Google Docs, map the commercial fields to your HubSpot deal, and send it for eSignature in one workflow.
Yes. Y Combinator open sourced the SaaS sales agreement in February 2015 so any company can use it as a starting point. Portant works on top of the same template by merging your HubSpot deal data into the Google Doc and collecting the signature without changing the YC clauses themselves.
A SaaS sales agreement should cover the service description, subscription term, fees and billing cadence, payment terms, IP ownership, liability cap, and termination rights. The YC template ships with all seven, and Portant fills the commercial fields straight from the HubSpot deal so reps never retype them.
Yes. Portant generates the YC SaaS agreement from the HubSpot deal and sends it for eSignature in the same workflow, with no jump to DocuSign or PandaDoc. The executed PDF saves back onto the HubSpot deal record so finance and customer success find it without asking the rep.
The YC SaaS agreement is a single document with a short order form on the front and standard SaaS terms on the back, designed for early stage deals up to about $50k ARR. A full MSA is heavier and reused across many order forms, which suits enterprise pipelines and longer legal cycles.
Yes. Portant runs the same YC SaaS agreement workflow from a Google Sheets row, a Google Forms response, or a HubSpot deal, with the same Google Docs template and eSignature step. Founders running a lightweight pipeline in Sheets can ship the contract today and switch the trigger to HubSpot later.
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