How 2manydots started automating documents straight from HubSpot
Single source
HubSpot fields drive merges into Docs
No copy-paste
Documents run from CRM without extra tools
Read their storyWritten by Edwin van der Maas · Operations Lead, 2manydots
Customer stories
There is no better way to learn how other teams feel about Portant than to hear directly from them.
Browse the stories below to discover how companies automate proposals, contracts, quotes, payslips, and more at every step of their journey.
75%
Less manual data entry on loan packages
1,600+
Students in bulk comms; 2.5 wk → 3 d on progress reports
40%
Faster audit report prep with CRM-fed templates
75%
Less manual data entry on loan packages
1,600+
Students in bulk comms; 2.5 wk → 3 d on progress reports
40%
Faster audit report prep with CRM-fed templates
All customer stories
Real teams automating proposals, contracts, quotes, payslips, and more, without leaving their CRM or workspace.
Cutting our document production time in half and tracking it all with Portant
50%
Less time producing loan and extension packages
Same day
New state loan docs live for processors fast
Read their storyWritten by Megan Marohn · Operations, Boomerang Capital
Closing Contracts Without the Chaos: Everis' HubSpot-Native Signing Workflow
Native
Signing and merge fields inside HubSpot
Fast setup
No enterprise signing stack required
Read their storyWritten by Lisa Holmes · Consultant, Monoceros Services
How a virtual school cut 2.5 weeks of progress reports down to 3 days
2.5 wk → 3 days
Bulk student and parent communications
1,600+
Students supported with data grouping
Read their storyWritten by Desiree Weiche · Grapevine-Colleyville ISD
How Movium turned manual invoicing into a fully automated workflow
Monthly
Recurring invoices on a fixed rhythm
Sheets → PDF
Rows merged without manual formatting
Read their storyWritten by Balint Zsoldics · Movium
How RepCard automated every client agreement without leaving HubSpot
Every client
Agreements from HubSpot deal fields
One template
Pricing, terms, and signatures in flow
Read their storyWritten by Natalie Reeder · Revenue Operations, RepCard
How Kore.ai saved hundreds of hours automating order forms and QBRs
Standard forms
Approved terms for every deal shape
QBR decks
HubSpot data into Slides in seconds
Read their storyWritten by Richard Passavant · Vice President of Revenue, Kore.ai
How MJD Advisors Spent 50% Less Time on Manual Reports
50%
Less time on large templated audit reports
CRM → Docs
SOC workflows without copy-paste risk
Read their storyWritten by Mike DeKock · Founder, MJD Advisors
How OwnHome Reduced Manual Data Entry by 75%
75%
Less manual data entry on loan packages
Same day
First workflow live within hours
Read their storyWritten by Thomas Rust · Director of Strategy and Operations, OwnHome
How a small team in Costa Rica stopped stressing over payslips and saved hours each month
Twice a month
Payslips from Sheets to PDF on schedule
Reliable
Workflows that do not silently fail
Read their storyWritten by Rudy Marín · General Manager, Destrupack CR
How Innovative Language renews 250 contractor contracts in a few clicks
250 contracts
Renewals sent in a few clicks twice a year
Set and forget
One Sheet drives templates, sending and status
Read their storyWritten by Grégory Fleurot · Director of HR & Operations, Innovative Language
Loved on G2 and the HubSpot App Marketplace
Reviews and ratings from independent sites, plus the same voices we feature on the homepage.
“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.”
“This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!”
“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.”
“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!”
“Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!”
“RepCard replaced manual agreement creation with an end-to-end automated workflow inside HubSpot, giving every client a customized contract without leaving the platform.”
“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.”
“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. Our business is documents. A loan package can be 100+ pages.”
“Portant was the simplest and quickest signing integration I've ever implemented. It works natively with HubSpot. No bloat, no forced upgrades, and no surprises.”