PRICING

Meet the AE that works every open deal.

Drafts the follow-up, ships the matching proposal, rewrites it for the buyer. 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

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  • 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

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  • 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

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  • 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

COMPARE PLANS

What's in every plan

Every plan is the agent that decides the next step on every deal, drafts the email, and builds the asset that goes with it. The difference is scope, depth, and how much of it we build for you.

Pro Grow Enterprise
Agent execution
Pipeline-aware next-step decisions
Email + matching asset per deal
Per-deal content adaptation (the page-3 rewrite)
Reps using the agent Up to 10 Up to 50 Unlimited
Deals running through the agent / month ~200 ~1,000 Unlimited
Sales motions ingested 1 Multiple Unlimited
Asset generation
Proposals, decks, and one-pagers
Your existing assets rebuilt as adaptive templates 5 Unlimited Unlimited
Quotes, contracts, and order forms
eSignatures, audit trail, Stripe payment links
Custom-branded asset templates
Approval workflows and reviewer routing
Frontier capabilities
Task creation in Linear, Asana, Salesforce
Calendar holds and meeting prep briefs
Data room population
Contract redline drafting
Bespoke capabilities scoped per engagement Limited
Integrations & data
HubSpot or Salesforce native
Meeting notes and transcripts (Gong, Grain, Fathom, Fireflies)
Email thread context (Gmail, Outlook)
CRM custom objects and properties Standard
Data warehouse + custom data sources
API and webhooks
Onboarding & engineering
White-glove onboarding 2 weeks 4–6 weeks Custom
Implementation engineer Shared Dedicated FDE team + named lead
Quarterly business reviews
Dedicated CSM Shared
Security & support
SOC 2 Type II
SSO (Google, Okta, custom SAML) Google only
Custom DPA, MSA, security review On request
Multi-region deployment + data residency
Email + chat support
Shared Slack channel with your eng lead
24/7 on-call coverage

INCLUDED IN EVERY PLAN

One agent. Every deal.

The agent works on the pipeline you already have. It decides what comes next on each open deal, writes the follow-up, and builds the asset that makes the follow-up worth sending. The plans differ in scope and how much of it we build for you.

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Decides the next step on every deal

For each open deal, the agent decides what comes next: an email, an email + proposal, a task assignment, or nothing this week.

Drafts the email and the asset together

Most agents stop at a draft email. Bluebird produces the email and the proposal, deck, or one-pager that goes with it — built from your templates.

Adapts the asset to the deal

"The problem framing on slide 3 should reflect what they said on the discovery call. Here's the rewrite." Structural changes, not name-and-logo personalization.

Reads what the rep already knows

CRM properties, meeting notes, call transcripts, email threads, and your asset library. The context that makes a real proposal, not a templated one.

Built for your motion, by us

Onboarding is consultative. We sit with your team, learn how the cycle works, ingest your decks and proposals, and build the agent's flow. Forward-deployed engineering as a feature, not a workaround.

PRICING, FRAMED HONESTLY

A fraction of one new rep, paid monthly.

From $1,500/mo. Most land between $1,500 and $5,000/mo, depending on how much of your motion the agent owns. Cancel any time, no annual commit.

A new AE, fully loaded

$10,000/mo

6-month ramp before quota

OTE + benefits + tooling, spread monthly. ~50% miss quota in year one. Pipeline stays cold while they ramp.

Portant.ai, scoped

$3,000/mo

Live in 4 weeks

Productive on day one. Month-to-month, cancel any time. We'll scope yours on the call.

From $1,500/mo · most $1,500–$5,000/mo · month-to-month

Book a demo →

COMPARED TO THE ALTERNATIVE

It's a hiring decision, not a software purchase.

A new rep Portant.ai
Time to productive 3 to 6 month ramp Productive on day one
Annual cost $80K to $200K OTE plus benefits $18K to $60K per year
Risk of bad fit High. ~50% of reps don't make quota in year one None. Cancel if it doesn't work
Capacity Linear: one rep, finite hours Scales with pipeline
What it handles The conversations and the admin The admin. So reps focus on conversations.

FAQs

Pricing questions

Portant is not a tool you configure on your own. Every engagement starts with us learning your sales cycle and building the agent's flow against your decks, proposals, and CRM. The first call is the start of the implementation, not a sales pitch.
From $1,500/month on Pro covers one sales pod and one motion. We rebuild your existing assets as adaptive templates, wire the agent to your CRM and meeting notes, and ship a flow that decides the next step on every deal. Onboarding is white-glove and runs over two weeks.
Reps using the agent, deals running through it each month, and the number of sales motions and asset types we build for. We scope every engagement on the discovery call before quoting — the prices on this page are a starting point, not a ceiling.
AI SDRs work cold lists and book meetings. Portant works the deals you already have. The value lands post-meeting, when there are notes, transcripts, and stated priorities the agent can adapt the asset to. We sit downstream of the SDR, where the AE actually closes.
For each open deal it decides what comes next, drafts the follow-up email, generates the matching asset (proposal, deck, or one-pager built from your templates), and surfaces the structural changes that should be made for that specific buyer. Reps review and send.
Anything that fits your motion, we will build. Task creation in your project manager, calendar holds, data room population, contract redlines — all in scope on Grow and Enterprise. Forward-deployed engineering is part of the offering, not a workaround.
HubSpot and Salesforce day one. Most other tools (Linear, Asana, Slack, Notion, Google Workspace, Microsoft 365, Gong, Grain, Fathom) connect through standard integrations. Custom data sources and warehouses are scoped on Grow and Enterprise.
SSO, custom DPAs, security questionnaires, and regional data residency are part of the Enterprise tier. SOC 2 Type II report and standard MSA available on request. Email sales@portant.co for security review docs.

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