Create Google Docs/PDF + eSign | New: MS Word & Powerpoint
Automate Quote, Contract & Proposal PDFs inc. eSignatures | ⭐️⭐️⭐️⭐️⭐️
Leading
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Access Type Shared Create Google Docs/PDF + eSign | New: MS Word & Powerpoint Subscription - Pro, Teams, or Free plans
Overview
1/9
⭐️⭐️⭐️⭐️⭐️ 4.8/5 Stars
🏵️ HubSpot Certified App
🏆 HubSpot's Essential Apps 2025
🚀 Automate Your Contracts, Quotes & Proposals in HubSpot
In a single click! Portant is the #1 tool for teams that connects HubSpot with Google Docs, Slides, Sheets, Microsoft Word, PowerPoint & PDFs to automate all your quotes, contracts, and proposals from any object in HubSpot.
Teams can generate stunning, personalized documents in seconds using ANY data in HubSpot. Unlike PandaDoc or DocuSign, each document is created as a native HubSpot record, giving you the ability to filter, audit, report on, and automate document workflows directly in HubSpot.
🔄 Ideal Use Cases
💰 Quotes
📊 Proposals
✍️ Contracts + (multi e-Sign)
🧾 Invoices
✉️ Sales Letters
📈 Pitch Decks
🎟️ Tickets
🏆 Certificates
… and much more!
🎨 Design & Customize Your Existing Templates
Use your existing templates or create new ones using:
✅ Google Docs
✅ Google Slides
✅ Google Sheets
✅ Microsoft Word
✅ Microsoft PowerPoint
✅ PDF templates
🥸 Personalize Templates with HubSpot Data
Automatically pull in data from:
✔️ Deals
✔️ Contacts
✔️ Companies
✔️ Tickets
✔️ Custom Objects
✔️ Object Library (appointments, courses, listings, services)
➕ Includes ALL Custom Properties
🧰 Add Dynamic Document Components
Line Item Tables – Auto-generate and sort lists of objects from HubSpot
AI-Powered Text – Insert dynamic text using AI prompts
Formulas & Calculations – Perform real-time property-based math
Conditional Content – Show/hide sections based on HubSpot rules
Including custom AI fields that turn HubSpot data and call transcripts into dynamic, ready-to-send content.
⚙️ Create Multi-Signatory & Team Workflows
✍️ Request Signatures → Secure e-signatures with ease
✍️ Multi-signatories → Reduce back-and-forth
✅ Approval & Review Workflows → Get team approval before sending
📤 Send via Gmail/Outlook → Auto-generate and send personalized emails
📄 Save & Export Documents As:
📝 Google Docs, Slides, Sheets
📎 PDFs
📄 Microsoft Word, PowerPoint, Excel
🧡 Documents Stored in HubSpot
Every document generated with Portant is stored as a standalone HubSpot record (App Object), so you can find, filter, audit, and report on documents without cluttering Deals, Contacts, or Companies.
Each document record can include:
✔︎ Document link (Single-line text property)
✔︎ Document Status (Dropdown select property)
✔︎ PDF Files (File property)
✔︎ PDF Link (Single-line text property)
✔︎ Signable document link (Single-line text property)
✔︎ Workflow (Single-line text property)
→ Stores rich metadata (timestamps, views, last opened) for smarter follow-ups
→ Automatically updates the object’s Activity Feed
→ Documents sync across Deals, Contacts & Companies
→ View every document ever created in one place via HubSpot views
⚡ Automate with HubSpot Workflows & Breeze Tools
Portant runs as an action inside HubSpot Workflows, allowing you to:
✔︎ Auto-generate documents from triggers (e.g. deal stage changes)
✔︎ Trigger actions from real document events (viewed, not opened, signed, awaiting signature)
✔︎ Create tasks, alerts, and automated follow-ups
✨ NEW: Portant workflows can also be run as a Breeze Tool
🧩 Native HubSpot App Cards & Objects
Unlike PandaDoc and DocuSign, Portant integrates directly with HubSpot App Cards & Objects for a fully embedded experience.
✅ View all generated documents inside HubSpot
✅ Track real-time statuses (Approved, Sent, Signed, Completed, etc.)
✅ See full document history + engagement signals on records
✅ Build native HubSpot dashboards & reports
(e.g. signed this month, awaiting signature, most-viewed proposals, average time to sign)
🚀 Why Portant?
📈 Automate tedious tasks, reduce errors, and free up time to close more deals
🧘 Everything stays synced in HubSpot — no scattered custom properties or extra apps
🖼️ Full design control with Google Docs, Slides, Word & PowerPoint
📊 Measure what’s working with native HubSpot analytics and dashboards
And we’re just getting started…
🎯 Have a Feature Request?
We’re always evolving!
📩 Contact us at contact@portant.co
Portant Is Perfect For:
✔︎ Replacing manual copy-pasting from HubSpot into documents
✔︎ Simplifying automation workflows (no-code alternative to Zapier, Workato, Integromat)
✔︎ A cleaner, simpler alternative to PandaDoc, DocuSign, Proposify & Formstack — with native reporting, dashboards, and automation
💡 Ready to Automate Your Quotes, Proposals & Contracts in HubSpot?
Get started with Portant today!
Trusted and Recommended by HubSpot
🏵️ HubSpot Certified App
🏆 Awarded ‘HubSpot Essential App’ 2025
🎖 HubSpot | Leading Technology Partner
Features
Create any document straight from HubSpot
Generate personalized quotes, contracts and proposals using Google Docs, Slides, Microsoft Word, PowerPoint and PDFs—directly in HubSpot!
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Personalize documents with HubSpot data, e-signatures & more
Design fully customized documents using any HubSpot data and line items, plus AI content, e-signatures, and Stripe payment links, all aligned with your brand.
Send, sign, and deliver with built-in approvals
Create workflows that send, sign and save your documents automatically. Add a human in the loop and a review step for approvals and better team collaboration.
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Sync and track everything in HubSpot
Every document gets its own HubSpot record with full status and history. Build reports to track views, status, and signatures in real time. Automatically sync files to Google Drive or OneDrive.
Merge data from any object or custom object in HubSpot
Add {{HubSpot Tags}} to your Docs, Slides, Word, or PowerPoint templates. Every field fills with live deal, contact, company, and line item data. Works with contacts, companies, deals and any custom objects in HubSpot
Built-in eSignatures for HubSpot
Send, request and collect multiple signatures directly from the deal record. Multi-signer support, audit trails, and automatic follow-ups, all inside HubSpot.
Add multiple line items and tables to documents
Line items from HubSpot deals automatically populate clean, branded tables in your documents. Product names, quantities, unit prices, and totals format consistently every time.
Review and approve documents before sending
Build sequential or parallel approval steps for better team collaboration that match your real review process. One-click approve, dit or reject inside HubSpot so reps and teams never have to leave the CRM.
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Add Stripe payment links to the quotes, invoices and contracts
Add Stripe payment links to your signing flows so customers authorize and pay in the same step, no switching between e-sign tools, invoicing portals, and email.
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Save, sync and organise files in HubSpot, Google Drive, and OneDrive
You set the naming rules. Every finished file goes to Drive or OneDrive and into HubSpot as its own record, so your team always opens the right version.
Connect Gmail & Outlook and track all the documents you send
See exactly when a prospect opens your quote, clicks a link, or revisits a proposal. No more missed opportunities from guessing who's engaged. Send using the mailboxes you already use, such as Gmail and Outlook.
Auto draft context-aware emails and send follow-ups instantly
AI content grounded in your HubSpot deal data, so every draft fits the opportunity. Your team reviews before anything goes out, right alongside merge, approvals, and eSignatures.
App Functionality
HubSpot Deal Fields | ||
HubSpot Contact Fields | ||
HubSpot Company Fields | ||
Timeline | ||
HubSpot Product Fields | ||
HubSpot Ticket Fields | ||
HubSpot Meeting Fields | ||
HubSpot Contact Lists | ||
Owners Data | ||
Portant Document Properties | ||
Portant Document Properties | ||
Portant Document Properties | ||
Document Outputs | Portant documents Portant documents |
Reviews
4.8
20
4.8
20
- Apr 21, 2026
The ONLY Document Automation Solution You Need For HubSpot
Creating any form of document from HubSpot has been made a dream. If you need to send a form to a client, trigger a workflow and then the form submission (Google Forms) then triggers the Portant workflow, and hey presto, you have a signed NDA. Quote layouts, acknolwedgements, delivery notes, client updates, statement of works - you name it - if it can be put in a document and supported with data from HubSpot you can have it with Portant.
It is the only solution I know of for document output within HubSpot. If there are others, then this tops it. It also supports non-HubSpot related workflows.
None.
Michel, D.
- Feb 7, 2026
Perfect solution for PDF needs with outstanding customer support
Great app, does the job, support and help is 10/10
Does everything I need to get the pdfs out
Mirkovic, L.
Pricing
Pro
$41.58
/monthFor individuals that need more documents/month
2000 Documents/month
Document workflows - with Portant branding removed
eSign
Export and Share as PDF
Template gallery
Chat and email support
Pro
$41.58
/monthFor individuals that need more documents/month
2000 Documents/month
Document workflows - with Portant branding removed
eSign
Export and Share as PDF
Template gallery
Chat and email support
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 05/03/2026
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