The #1 Agent for Sales Hub
The HubSpot-native sales agent that drafts follow-ups, builds quotes, proposals and contracts, and closes the loop end-to-end.
Built by Portant, trusted by 40,000+ teams
Proposals, quotes and contracts land in HubSpot the moment a deal needs them. Follow-ups draft themselves without you lifting a finger.
Trigger
New Deal in HubSpot
Generate
Send & Sign
Email + PDF & E-Sign
Save & Sync
HubSpot + Drive + OneDrive
Most agents stop at a draft email. Portant generates the proposal, the quote, the contract, and the rep task that comes with each.
01
Keep the proposal, quote or contract template you already use. Merge fields sit ready for the next deal, in Docs, Slides, Word, or PDF.
02
The deal record fills the placeholders. Portant AI drafts the contextual copy from meeting notes and emails.
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03
Doc renders to PDF, lands as a personalised email, and a sequence triggers if the buyer goes quiet or views pricing.
How it works
Less time on admin, more time closing. Proposals, quotes and contracts generated, sent and tracked end-to-end in HubSpot.
Personalised quotes, contracts and proposals generated automatically from your Google Docs, Slides, Word, PowerPoint or PDF templates, directly in HubSpot.
“With Portant, I run documents directly from HubSpot. No jumping between platforms. No copying data.”
Edwin van der Maas · Operations Lead, 2manydots
Live HubSpot data and line items merge into every document, with AI-drafted sections, e-signatures and Stripe payment links built in. All on-brand.
“At RepCard, Portant gave us an end-to-end automated workflow inside HubSpot, we replaced manual agreement creation at scale.”
Natalie Reeder · Revenue Operations, RepCard
Workflows route every document through approvals, out for signature, and back to the HubSpot deal. Add a human review step wherever you need one.
“Portant was the simplest and quickest signing integration I’ve ever implemented, it works natively with HubSpot.”
Lisa Holmes · Consultant, Monoceros Services
Every document gets its own HubSpot record with full status, views and signature history. Files sync to Google Drive or OneDrive automatically. Reports update in real time.
“When the executive team asks for an extension document, Portant gets it to them in about an hour, it’s empowered my whole team.”
Megan Marohn · Operations, Boomerang Capital
The call ends, a buyer goes quiet, a deal moves stage. Portant drafts the email and the matching asset together, in the right tone for the buyer, ready in your inbox to polish or send.
“Portant replaced three separate tools for us. One platform handles docs, signatures, and follow-ups without leaving HubSpot.”
Thomas Rust · Director of Strategy and Operations, OwnHome
Integrations & power features
Powerful features your sales agent uses to help you close every deal in HubSpot.
Built-in signing with reminders, no extra tools, tracked back in HubSpot.
AI-drafted sections from deal context so proposals read personal, not generic.
Line items pulled straight from HubSpot deals, with totals and tables that stay accurate in every quote.
Internal approvals routed before anything goes out, so finance and legal stay in control.
Triggered from HubSpot workflows, with no manual steps between stage change and document.
Stripe payment links in every doc so buyers can pay the moment they sign.
Docs ship from workflows with tracking, aliases and drafts you can polish before send.
Works with any HubSpot object and custom objects, map once, generate forever.
Auto-converted from Docs, Word or Slides into a polished PDF every time.
Keep working in Google Docs, Word, Slides, Sheets, or PDF, Portant merges data into the files you already use.
Name files, set folders, auto-file to Drive or OneDrive, and search everything in one place.
Rows from Sheets, Forms or your CRM merged with grouping, conditions and formats that stay correct.
HubSpot, Sheets, Forms, webhooks, Zapier, Xero, and more feed Portant without another spreadsheet export.
Real results from many of our happy customers.
3,000+
App installs on the HubSpot Marketplace
4.9/5
Average review on G2, an independent review site
40K+
Teams have switched to Portant
We’re seeing higher average closed revenue with Portant and faster days to close, it’s showing us a material impact on sales velocity.
Customer stories
"I can run documents directly from HubSpot. No jumping between platforms. No copying data. The information comes straight from HubSpot, so it's always right."
Single source
HubSpot fields drive merges into Docs
No copy-paste
Documents run from CRM without extra tools
Edwin van der Maas
Operations Lead, 2manydots
"When the executive team asks for an extension document, I can have it to them in about an hour. Portant has empowered my whole team."
50%
Less time producing loan and extension packages
Same day
New state loan docs live for processors fast
Megan Marohn
Operations, Boomerang Capital
"Now it's not a concern for me anymore. My wife does the payment data, and the rest is done. That's what I want."
Twice a month
Payslips from Sheets to PDF on schedule
Reliable
Workflows that do not silently fail
Rudy Marín
General Manager, Destrupack CR
"Portant was the simplest and quickest signing integration I've ever implemented. It works natively with HubSpot."
Native
Signing and merge fields inside HubSpot
Fast setup
No enterprise signing stack required
Lisa Holmes
Consultant, Monoceros Services
"The work that used to take two and a half weeks now takes a few days. I couldn't survive without the data grouping feature."
2.5 wk → 3 days
Bulk student and parent communications
1,600+
Students supported with data grouping
Desiree Weiche
Grapevine-Colleyville ISD
"Previously it depended on when two or three people had time. Now we have a workflow. I run invoice creation on the first working day. It's quite fixed."
Monthly
Recurring invoices on a fixed rhythm
Sheets → PDF
Rows merged without manual formatting
Balint Zsoldics
Movium
PRICING
From $1,500/mo, month-to-month. No ramp. No quota miss. No severance.
One sales pod. One motion. Agent shipped in two weeks.
billed annually · scoped on the call
Up to 10 reps · ~200 deals/month
Book a demoMulti-pod orgs running more than one sales motion.
billed annually · scoped on the call
Up to 50 reps · ~1,000 deals/month
Book a demoFull sales orgs, complex motions, bespoke capabilities.
priced per engagement
Unlimited reps · unlimited deals
Book a demoSecurity
SOC2 certified. GDPR-ready. SSO/SAML for enterprise. Your customer data stays encrypted in transit and at rest.
