Invoice agent for Sales Hub
The Sales Hub agent's last step. When a deal hits Closed Won, the invoice is already drafted from the line items, ready to send. The agent closes the loop, no billing handoff.
Built by Portant, trusted by 40,000+ teams
The challenge
Revenue is booked, but the paperwork is just beginning. Here's what slows collection down.
Deal closes, everyone celebrates, then someone spends 20 minutes pulling data into an invoice template. It goes out two days late.
Retyping every product, quantity, and price from the deal record. Hoping the totals add up before the client notices.
Digging through email to find the invoice from last month. Checking if the client even received it.
The solution
When a deal hits Closed Won, the agent builds the invoice from the HubSpot record and sends it the same minute. Cash lands faster.
Invoices create automatically when a deal hits Closed Won. No delay, no manual step between closing and collecting.
Line items, pricing, discounts, and totals pull directly from the deal. Every invoice matches the record exactly.
Every invoice saves to HubSpot as its own document record. Track delivery, opens, and payment status without switching tools.
Features
Every feature works inside HubSpot, so the rep never leaves the deal record.
No manual trigger, no delay. When a deal moves to Closed Won, the invoice is already done. Accurate, on-brand, and ready to send.
Line items, pricing, contact details, and payment terms pull directly from the deal. No retyping, no mismatched totals, no errors.
Generate clean PDFs from your own templates, professional every time. No more late-night formatting fixes or off-brand docs going out the door.
01
Use your existing template in Google Docs, Word, or Slides. Add your branding, payment details, and {{HubSpot tags}}.
02
Connect line items, totals, contact details, and payment terms to tags in your template. Set it once.
03
Choose when invoices generate. Most teams trigger on Closed Won, but any deal stage works.
04
Invoices deliver the moment they generate. Track opens and follow up without leaving HubSpot.
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
