Sales Hub agent for contracts
Portant's Sales Hub agent drafts contracts from the deal record, routes approvals, collects signatures, and saves the signed contract back to the deal. End to end, no leaving HubSpot.
Built by Portant, trusted by 40,000+ teams
The challenge
Sales teams spend more time formatting contracts than closing deals. Here's what's actually slowing them down.
Copying deal values, contact details, and line items into a template for every single deal. One wrong field and the whole thing needs redoing.
Routing contracts through legal, finance, or management over email and Slack. Deals stall while you wait for someone to review.
Emailing PDFs, following up manually, checking inboxes. No single source of truth for where a contract actually stands.
The solution
The agent drafts contracts from live deal context, sends them, and saves the signed copy back to the HubSpot deal.
Contact names, deal values, line items, and custom properties pull directly from HubSpot. No copying, no stale fields, no embarrassing errors.
Built-in eSignatures let clients sign in their browser. Deal stage updates automatically, and follow-ups fire without anyone chasing.
Contracts save back to HubSpot as their own records. See when each one was created, approved, and signed, all from one place.
Features
Every feature works inside HubSpot, so sales teams never leave the deal record.
Contact names, deal values, line items, and custom properties pull straight from HubSpot into your contract template. No manual entry, no stale fields, no errors.
Use your own Google Docs or Word templates, not a rigid builder. Your approved language, formatting, and branding carry through every deal so contracts always go out on-brand.
Route contracts through legal, finance, or management before they reach the client. No more chasing approvals just to move a deal forward.
01
Bring your Google Doc, Word, or PDF contract template. Keep your brand, your clauses, and your layout.
02
Insert tags that map to deal, contact, company, and line item properties. Every field fills automatically.
03
Route contracts through the right approvers, then send for signature. All inside HubSpot.
04
Create contracts from any deal with one click. Everything saves back to HubSpot as its own record.
Customer story
“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.”
Single source
HubSpot fields drive merges into Docs
No copy-paste
Documents run from CRM without extra tools
Edwin van der Maas
Operations Lead, 2manydots
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.
Install on HubSpot
