The Sales Hub agent's final step
Payment lands on the Sales Hub deal the moment your customer signs
The Sales Hub agent collects payment from the same document it just sent. Customers sign and pay in one step, and every payment sits on the deal record.
Install on HubSpot
Built by Portant, trusted by 40,000+ teams
Why teams put payments inside the HubSpot deal
Looking for a simple payments app for HubSpot? Portant is that, plus the Sales Hub agent that turns signed docs into cash on the deal.
Chasing payments kills deal momentum
When a quote or contract goes out without a way to pay, you create another email thread, another reminder, and another chance for the buyer to go quiet.
Payment data scattered across tools
Switching between HubSpot, invoicing software, and a payment processor means context gets lost. Nobody knows what was sent, what was paid, or what is still outstanding.
Finance can't trust what they can't see
Without a clear link between the approved document and the payment collected, reconciliation turns into detective work across inboxes and spreadsheets.
“Portant saved our sales team countless hours every week automating documents.”
How payments work inside the HubSpot deal
Every step closes the loop on the deal, so the document, signature, and payment land in the same place.
Sign and pay in one flow, no extra tools
Add Stripe payment links to your signing flows so customers authorize and pay in the same step, no switching between e-sign tools, invoicing portals, and email.
Works with the quotes and invoices you already generate
Payment links surface inside the same HubSpot-driven documents your team already builds, so there's no second workflow to maintain.
Beautiful, on-brand from proposal through payment
Your logos, colors, and messaging carry through every step, so buyers trust the link they click and your deal never looks like a workaround.
Review, approve, then collect, all inside HubSpot
Pair payment steps with approvals so every document clears the right review before money moves.
Less reconciliation, more closing
When payment context lives on the deal, finance gets hours back from reconciliation and reps get back to selling.
How to get started with payments in HubSpot
01
Connect Stripe
Link your Stripe account inside Portant. Choose which teams and pipelines can attach payment links.
02
Add payment links to your templates
Drop a payment block into the quotes, invoices, or signing emails your team already sends from HubSpot.
03
Test end to end
Run a pilot deal through the full workflow so finance confirms wording, amounts, and refund handling before you go live.
04
Roll out to the team
Start with renewal quotes or deposits, then expand to other document types as the numbers prove out.
Frequently asked questions about payments
Explore more
eSignatures
The signature step happens inside HubSpot, the moment the deal is ready to close
Learn more →
Line Items
Live HubSpot line items in every quote and proposal, drawn from the actual deal
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.