The #1 Agent for Sales Hub

From meeting set to quota met.

The HubSpot-native sales agent that drafts follow-ups, builds quotes, proposals and contracts, and closes the loop end-to-end.

Document automation workflow

Built by Portant, trusted by 40,000+ teams

From meeting booked to signed contract

Proposals, quotes and contracts land in HubSpot the moment a deal needs them. Follow-ups draft themselves without you lifting a finger.

Agent running

Trigger

New Deal in HubSpot

Connected

Generate

Contracts Proposals Sales decks Quotes Invoices SOWs Contracts Proposals Sales decks Quotes Invoices SOWs
Generated

Send & Sign

Email + PDF & E-Sign

Sent

Save & Sync

HubSpot + Drive + OneDrive

Saved

From meeting booked to signed contract. Let the agent run the deal.

Most agents stop at a draft email. Portant generates the proposal, the quote, the contract, and the rep task that comes with each.

01

Your template waits with merge fields

Keep the proposal, quote or contract template you already use. Merge fields sit ready for the next deal, in Docs, Slides, Word, or PDF.

Quote template with format icons for Docs, Slides, Word, and PDF

02

HubSpot fills it. AI drafts the rest.

The deal record fills the placeholders. Portant AI drafts the contextual copy from meeting notes and emails.

Portant and HubSpot sync illustration

03

Sent, signed, and followed up

Doc renders to PDF, lands as a personalised email, and a sequence triggers if the buyer goes quiet or views pricing.

Discovery call follow-up email drafted automatically

How it works

The Sales Agent built for modern sales teams

Less time on admin, more time closing. Proposals, quotes and contracts generated, sent and tracked end-to-end in HubSpot.

Quotes, contracts and proposals generated straight from HubSpot

Personalised quotes, contracts and proposals generated automatically from your Google Docs, Slides, Word, PowerPoint or PDF templates, directly in HubSpot.

Edwin van der Maas

“With Portant, I run documents directly from HubSpot. No jumping between platforms. No copying data.”

Edwin van der Maas · Operations Lead, 2manydots

Generate any document from a HubSpot deal record, with a Quote, Discovery Call Deck and Sales Contract picker

Personalised with HubSpot data, e-signatures and more

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.

Natalie Reeder

“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

Personalize with HubSpot data, e-signatures and more

Sent, signed and delivered with built-in approvals

Workflows route every document through approvals, out for signature, and back to the HubSpot deal. Add a human review step wherever you need one.

Lisa Holmes

“Portant was the simplest and quickest signing integration I’ve ever implemented, it works natively with HubSpot.”

Lisa Holmes · Consultant, Monoceros Services

Send, sign and deliver with approvals

Sync and track everything in HubSpot

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.

Megan Marohn

“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

Sync and track everything in HubSpot

Every email drafted with the proposal, deck or contract it needs

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.

Thomas Rust

“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

AI-drafted email composed alongside the matching proposal, deck or contract from live deal context

Integrations & power features

Our Agent automates your sales in HubSpot using tools like no other

Powerful features your sales agent uses to help you close every deal in HubSpot.

eSignatures

Built-in signing with reminders, no extra tools, tracked back in HubSpot.

Learn more

AI content

AI-drafted sections from deal context so proposals read personal, not generic.

Learn more

Line items

Line items pulled straight from HubSpot deals, with totals and tables that stay accurate in every quote.

Learn more

Approvals

Internal approvals routed before anything goes out, so finance and legal stay in control.

Learn more

Automation

Triggered from HubSpot workflows, with no manual steps between stage change and document.

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Payments

Stripe payment links in every doc so buyers can pay the moment they sign.

Learn more

Send with email

Docs ship from workflows with tracking, aliases and drafts you can polish before send.

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Custom objects

Works with any HubSpot object and custom objects, map once, generate forever.

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PDF export

Auto-converted from Docs, Word or Slides into a polished PDF every time.

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Your templates

Keep working in Google Docs, Word, Slides, Sheets, or PDF, Portant merges data into the files you already use.

Learn more

File outputs

Name files, set folders, auto-file to Drive or OneDrive, and search everything in one place.

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Data merge

Rows from Sheets, Forms or your CRM merged with grouping, conditions and formats that stay correct.

Learn more

Sources

HubSpot, Sheets, Forms, webhooks, Zapier, Xero, and more feed Portant without another spreadsheet export.

Learn more

Don’t just take our word for it.

Real results from many of our happy customers.

Sam Clarke

Portant saved our sales team countless hours every week automating documents.

Sam Clarke

Co-Founder at Clipboard

HubSpot 5 stars

3,000+

App installs on the HubSpot Marketplace

G2 5 stars

4.9/5

Average review on G2, an independent review site

Portant

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.

MB

Matthew B

Founder & Leadership, Upflowy

Join over 40,000 sales teams using Portant to close deals faster.

Book a demo

Connect HubSpot, plug in your templates, and the agent runs every deal in minutes.

Customer stories

Meet the teams automating sales admin in HubSpot.

PRICING

Three plans for the agent that closes every deal.

From $1,500/mo, month-to-month. No ramp. No quota miss. No severance.

Monthly AnnualSave 17%

Pro

One sales pod. One motion. Agent shipped in two weeks.

From $1,500 /month

billed annually · scoped on the call

Up to 10 reps · ~200 deals/month

Book a demo
  • Pipeline-aware next-step decisions
  • Email + matching asset (proposal, deck, one-pager)
  • Per-deal content adaptation suggestions
  • HubSpot or Salesforce native
  • 5 of your assets rebuilt as adaptive templates
  • White-glove onboarding (2 weeks)
  • Shared implementation engineer
Most popular

Grow

Multi-pod orgs running more than one sales motion.

From $4,500 /month

billed annually · scoped on the call

Up to 50 reps · ~1,000 deals/month

Book a demo
  • Everything in Pro
  • Multiple sales motions, unlimited asset templates
  • Task creation in Linear, Asana, or Salesforce
  • Calendar holds and meeting prep briefs
  • Custom data sources (CRM custom objects, warehouse)
  • Dedicated implementation engineer
  • Quarterly business reviews + Slack channel

Enterprise

Full sales orgs, complex motions, bespoke capabilities.

Let's talk

priced per engagement

Unlimited reps · unlimited deals

Book a demo
  • Everything in Grow
  • Forward-deployed engineering team
  • Bespoke capabilities (data rooms, redlines, custom integrations)
  • SSO, SOC 2, custom DPAs and security review
  • Multi-region deployment and data residency
  • Named eng lead and dedicated CSM
  • 24/7 on-call support, custom MSA

Security

Security at Portant

SOC2 certified. GDPR-ready. SSO/SAML for enterprise. Your customer data stays encrypted in transit and at rest.

Security and compliance
AICPA
SOC 2
Compliant GDPR Compliant
SSO / SAML
256 BIT SSL

Join over 40k+ teams

Portant has been a game-changer for Clipboard! It’s saved our sales team countless hours every week by generating order forms, proposals and contracts with info from HubSpot automatically filled in.

SC

Sam Clarke

Co-Founder, Clipboard

With Portant, I run documents directly from HubSpot. No jumping between platforms. No copying data.

EM

Edwin van der Maas

Operations Lead, 2manydots

Portant replaced three separate tools for us. One platform handles docs, signatures, and follow-ups without leaving HubSpot.

RK

Rachel K

RevOps Manager, Mid-Market

Portant was the simplest and quickest signing integration I’ve ever implemented, it works natively with HubSpot.

LH

Lisa Holmes

Consultant, Monoceros Services

At RepCard, Portant gave us an end-to-end automated workflow inside HubSpot, we replaced manual agreement creation at scale.

NR

Natalie Reeder

Revenue Operations, RepCard

We’re seeing higher average closed revenue with Portant and faster days to close, it’s showing us a material impact on sales velocity.

TP

Tom P

VP Sales, Enterprise SaaS

Love this product. Have been using it for over a year and the integration to Google Workspace is awesome. Lots of credit for listening to your users!

DI

Duncan I

Web, Google & WordPress

When the executive team asks for an extension document, Portant gets it to them in about an hour, it’s empowered my whole team.

MM

Megan Marohn

Operations, Boomerang Capital

Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!

JH

Jordan H

Administrator, Mid-Market

This software brilliantly takes over the tedious process of creating and sending invoices. This not only saves time but massively reduces errors of data entry.

LG

Lukas G

E-commerce Business Owner

This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!

MB

Matthew B

Founder & Leadership, Upflowy

Our reps used to spend 30 minutes per proposal. Now it’s under two minutes and the documents look better than ever.

JS

James S

Sales Director, Agency

The #1 Agent
for Sales Hub

Book a demo

Portant runs every Sales Hub deal end-to-end, from quote to signed contract.