⭐️⭐️⭐️⭐️⭐️ 4.9/5 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