⭐️⭐️⭐️⭐️⭐️ 4.8/5 Stars

🏵️ HubSpot Certified App

🏆 HubSpot's Essential Apps 2025

🚀 Automate Your Documents, in One Click from HubSpot

Portant seamlessly connects HubSpot with Google Docs, Google Slides, Google Sheets, Microsoft Word & Microsoft Powerpoint enabling effortless document creation, sharing, and signing—without switching between apps. Generate stunning, personalized documents in seconds using your HubSpot data and streamline your workflows like never before.

🎨 Design & Customize your templates with Google Tools

Craft, format, and control your templates directly in:

✅ Google Docs

✅ Google Slides

✅ Google Sheets

✅ Microsoft Word

✅ Microsoft Powerpoint

✅ PDF templates

🥸 Personalize with HubSpot Data

Automatically pull in data from:

✔️ Deals

✔️ Contacts

✔️ Companies

✔️ Tickets

✔️ Custom Objects

✔️ Object Library (appointments, courses, listings and services)

+ 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

⚙️ Automate Key Actions

✍️ Request Signatures – Secure e-signatures with ease

✅ Approval & Review Workflows – Get internal buy-in before sending

📤 Send via Gmail/Outlook – Auto-generate personalized emails

📄 Save & Export Documents as:

📝 Google Docs, Slides, Sheets

📎 PDFs

📄 Microsoft Word, PowerPoint, Excel

🔗 Deep HubSpot Integration

🧡 Document Data Stored in HubSpot

Every document’s details are saved as Custom Properties and App Objects, making them easy to track, report on, and trigger Workflows.

• 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)

📌 Plus: Portant automatically updates the object's Activity Feed and attaches document outputs to the HubSpot record.

⚡ Automate with HubSpot Workflows and Breeze Tools

Portant runs as an action inside HubSpot Workflows, allowing you to:

✔️ Auto-generate documents from triggers (e.g., deal stage changes)

✔️ Seamlessly integrate document generation into sales & ops processes

✨ NEW: Portant workflows can also be run as a Breeze Tool

Native HubSpot App Cards

Portant now integrates with HubSpot App Cards, giving you a fully embedded experience inside HubSpot.

✅ View all generated documents directly within HubSpot

✅ Track real-time statuses (Signed, Approved, Completed, etc.)

🚀 Why Portant?

📈 Scale Faster – Automate tedious tasks, reduce errors, and free up time.

🧘 Seamless & Intuitive – Works inside Google tools you already use daily.

🖼️ Customizable & Beautiful – Full formatting control with Google Docs & Slides or Microsoft Word & Powerpoint

And we’re just getting started…

🎯 Have a feature request? We’re always evolving! Let us know at contact@portant.co

🔄 Ideal Use Cases

💰 Quotes

📈 Pitch Decks & Proposals

✉️ Sales Letters

🧾 Invoices

✍️ Contracts

🎟️ Tickets

🏆 Certificates

… and much more!

Portant is perfect for:

✔️ Replacing manual copy-pasting from HubSpot into documents

✔️ Simplifying automation workflows (a no-code alternative to Zapier, Workato, Integromat)

✔️ A simpler, more flexible alternative to PandaDoc, DocuSign, Proposify, and Formstack

💡 Ready to streamline your document workflows? Get started with Portant today!

Trusted and recommended by HubSpot

🏵️ HubSpot Certified App

🏆 HubSpot Essential App 2025