Sales Hub proposal agent
The Sales Hub agent builds your branded proposal around the deal, drafts the sections from meeting notes and transcripts, and sends it from inside HubSpot.
Built by Portant, trusted by 40,000+ teams
The challenge
Every hour spent rebuilding slides is an hour not spent selling. Here's what's slowing your reps down.
Opening a template, copying deal data from HubSpot, formatting pricing tables, updating contact details, and rechecking everything. For every single deal.
Manually typing line items and pricing into a proposal. One missed discount or transposed number, and the prospect loses confidence before you even present.
The proposal goes out and then silence. You follow up blindly days later with no idea if the prospect opened it, read it, or shared it.
The solution
One click, one template, one source of truth. The agent builds each proposal from the deal, accurate and on-brand every time.
The agent generates a polished, personalized proposal with every field filled from the HubSpot deal. Minutes, not hours.
Line items, quantities, unit prices, discounts, and totals flow directly from the deal record. Pricing is always accurate and current.
See when prospects open your proposal, how long they spend per page, and the agent follows up at the right moment.
Features
Every feature works inside HubSpot, so the rep never leaves the deal record.
Use your existing Google Docs, Slides, or Word templates, not a rigid builder. The agent fills every field with live HubSpot data, so proposals go out on-brand and accurate every time.
HubSpot line items flow into formatted pricing tables automatically. Products, quantities, discounts, totals. No copy-pasting, no transposed numbers, no last-minute fixes.
Deal stage, product line, region, contact role: every HubSpot property merges into the right place. One branded layout handles every scenario without manual editing.
01
Use your existing Google Docs, Slides, or Word template, or pick one from the gallery.
02
Connect deal properties, contact fields, and line items to tags in your template.
03
Create a personalized proposal from any HubSpot deal record with a single click.
04
Email via Gmail or Outlook, collect eSignatures, and see exactly when prospects open and engage.
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
