Over 40,000 teams have switched to Portant

Automate Sales Paperwork in HubSpot

Auto-generate and send sales documents without leaving HubSpot, so your team can move faster, remove errors, and close more deals. Reclaim hours of time, reduce manual work, and boost sales month on month.

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eSignatures Proposals Quotes Contracts Invoices Reports

Reclaim Time & Budget

Stop wasting time on manual admin, automate your entire sales process inside HubSpot.

$24k avg.

saved each year

125 hours

reclaimed each month

5.1M+ docs

automated

4 Simple Steps to Automate Your Sales Documents in HubSpot

From invoices to contracts, say goodbye to manual paperwork. Integrate, customize, and automate your sales documents in seconds. Blink — it’s done!

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1. Connect Portant to HubSpot

Sync Portant natively with HubSpot for seamless automation.

2. Customize Your Templates

Auto-fill proposals, quotes, and contracts using your HubSpot data.

3. Automate Approvals & eSignatures

Trigger approval workflows and send contracts for HubSpot-native eSigning.

4. Sync Everything Back to HubSpot

Signed contracts, approvals, and payments are automatically recorded in HubSpot.

Unleash Your Team’s Productivity in HubSpot

Portant frees your team from manual tasks inside HubSpot, allowing them to focus on closing more deals. Auto-generate sales documents directly from HubSpot, create multi-step workflows, and keep everything updated in your CRM.

Sync HubSpot with Google Workspace

Connect HubSpot with Google Slides, Google Docs, and tools like Zapier to automate your sales workflows. Works like magic!

The #1 HubSpot App for Sales Documents

Automate your documents from start to finish inside HubSpot for faster processes, smarter decisions, and more sales month on month.

Create

Auto-generate error-free proposals, contracts, and quotes directly from HubSpot deal data - no more manual entry.

Connect

Seamlessly link HubSpot, Google Docs, and e-signature tools to close deals faster, without switching tabs.

Automate

Trigger document creation, approvals, and HubSpot-native eSignatures automatically, so your sales team can spend more time closing.

Jumpstart a workflow with pre-built sales templates.

[Explore templates
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Meet the teams levelling up with Portant

See how sales teams are transforming their processes with Portant.

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Portant is rated 4.9/5 stars on G2 reviews.

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