The Sales Hub agent
The agent routes every deal to the right approver before it leaves
The Sales Hub agent waits for sign-off from legal, finance, leadership before any quote, proposal or contract leaves the rep. End-to-end, decisions logged on the deal record, all inside HubSpot.
Install on HubSpot
Built by Portant, trusted by 40,000+ teams
Why teams put approvals on the HubSpot deal
Looking for an approval workflows app for HubSpot? The Sales Hub agent gates every quote, proposal and contract before it leaves the rep’s hands.
Every contract reviewed before it leaves
The agent holds documents until each approval step completes. Legal, finance, or leadership see the draft before it reaches the customer.
One-click approvals with full context
Each approver gets a notification with live deal context attached. No forwarding PDFs, no chasing across Slack and email.
A clear audit trail for every decision
Every approval and rejection is logged with a timestamp and user. When compliance asks who signed off, the answer is one click away.
“Portant saved our sales team countless hours every week automating documents.”
How approvals run inside the HubSpot deal
The agent runs each step from the deal record, so the right people sign off in order without anyone chasing them.
Route documents through the right people, automatically
Build sequential or parallel approval chains that match your review process. Legal, finance, leadership: the agent runs each step in the background.
Generate, review, and approve, all inside HubSpot
Every approval runs in context of the deal record, with live CRM data attached. Reps never leave HubSpot to get sign-off.
Stop chasing approvals to move deals forward
Approvers act from their inbox in one click. No new logins, no Slack threads, no bottlenecks. Deals keep moving.
Nothing goes out without sign-off
The agent blocks send and eSignature until every required approver accepts. No accidental sends, no pressure to ship without the right controls in place.
Full visibility into every approval decision
Every approval and rejection is logged with timestamp and user, so you never need to chase anyone for an update. Ready for audits, handoffs, and compliance.
How to get started with approval workflows in HubSpot
01
Add an approval step
Insert approval into your workflow after the document merges and before it sends or collects a signature.
02
Assign your reviewers
Choose people or roles and set the order. Run reviews sequentially or in parallel.
03
Generate from a deal
The agent generates from live HubSpot data. Approvers receive the exact version that matches the deal.
04
Release and send automatically
Once approvers accept, the agent continues the workflow to email or collect signatures.
Frequently asked questions about approval workflows
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Line Items
Live HubSpot line items in every quote and proposal, drawn from the actual deal
Learn more →
Email tracking
See when every document is opened, viewed, and acted on, in HubSpot
Learn more →
Output management
Every document saved, named, and synced to the HubSpot deal record automatically
Learn 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.