Inside the Sales Hub agent
AI that drafts every doc for the Sales Hub agent
On every Sales Hub deal, the agent uses AI to draft each follow-up, quote, proposal, and contract from live deal context, meeting notes, and your templates. Your team reviews before anything reaches the customer.
Install on HubSpot
Built by Portant, trusted by 40,000+ teams
AI that knows the deal, not just the language
Looking for AI inside Sales Hub? The agent drafts every document from live deal context, not a generic prompt.
Drafts every document from the live deal record
AI drafts from live deal context and meeting notes, so your team refines copy that already fits this opportunity instead of starting from a blank page.
Grounded in your HubSpot data, not generic filler
Prompts reference live HubSpot fields so names, amounts, and product details stay accurate. No pasting deal notes into a disconnected chatbot.
Your team reviews before anything goes out
AI alone isn't consistent enough for the materials sales teams require. Every AI draft flows through the review and approval steps you already trust.
“Portant saved our sales team countless hours every week automating documents.”
How Portant AI drafts every Sales Hub document
Every draft starts from live deal context, runs alongside merge and approvals, and lands back in HubSpot as its own record.
Prompts grounded in HubSpot deal data
AI instructions reference live properties, line items, and meeting notes, so every draft reflects the deal. Not generic chatbot output.
Human review keeps docs accurate and on-brand
AI alone isn't reliable enough for the on-brand materials sales teams require. Pair AI drafts with approval steps so your team keeps final say.
Drops into your existing branded templates
AI-generated sections slot into the Google Docs, Slides, or Word templates your team already owns. No rebuilding layouts or learning new formats.
Personalize at scale without the busywork
Tailor intros, summaries, and key sections per deal so sales teams get hours back instead of copy-and-paste admin.
Built into the workflow, not bolted on
AI runs alongside merge, approvals, and eSignature inside HubSpot, closing the loop end-to-end. No switching between tools or pasting output into a separate doc.
How to get started with Portant AI in Sales Hub
01
Add an AI step to your workflow
Write your prompt and choose where AI-generated content appears in your branded template.
02
Reference your HubSpot data
Select the deal properties, line items, and contact fields that ground every draft in real opportunity data.
03
Generate and review
Run the workflow on a deal, review the AI draft in context, and refine the language before it reaches your customer.
04
Send with approvals and eSignature
The finished document flows through approval, email, and eSignature end-to-end inside HubSpot.
Frequently asked questions about Portant AI
Explore more
Join over 40k+ teams using Portant
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.
With Portant, I run documents directly from HubSpot. No jumping between platforms. No copying data.
Portant replaced three separate tools for us. One platform handles docs, signatures, and follow-ups without leaving HubSpot.
Portant was the simplest and quickest signing integration I’ve ever implemented, it works natively with HubSpot.
At RepCard, Portant gave us an end-to-end automated workflow inside HubSpot, we replaced manual agreement creation at scale.
We’re seeing higher average closed revenue with Portant and faster days to close, it’s showing us a material impact on sales velocity.
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!
When the executive team asks for an extension document, Portant gets it to them in about an hour, it’s empowered my whole team.
Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!
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.
This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!
Our reps used to spend 30 minutes per proposal. Now it’s under two minutes and the documents look better than ever.