Quote agent for Sales Hub
The Sales Hub agent picks the right template, fills line items from the HubSpot deal record, and sends the quote. End-to-end, no copy-paste.
Built by Portant, trusted by 40,000+ teams
The challenge
Reps who outgrow HubSpot's built-in quote tool rebuild every quote by hand. Here's where the time goes.
Reps pull data from HubSpot, open a separate template, manually type pricing, chase a review, and email it. One quote eats 30 minutes.
Copy-pasting line items means transposed numbers, missed discounts, and outdated prices. Clients spot errors before your team does.
Pinging the manager on Slack, waiting, following up, waiting again. The buyer's excitement fades while your quote sits in limbo.
The solution
The agent pulls live line items into a branded quote, routes approval, and lands the signature the same day.
Deal data and line items flow into your template automatically. Send quotes in minutes, not hours.
Quantities, unit prices, discounts, and totals pull directly from HubSpot. Every quote is current and correct.
Route quotes to the right approver before they reach clients. One click to approve, one click to reject. No bottlenecks.
Features
Every feature works inside HubSpot, so the rep never leaves the deal record.
The agent pulls deal properties, contacts, and custom fields from HubSpot. Every quote is accurate and current. No copy-paste, no stale numbers.
HubSpot line items flow into the pricing table with quantities, unit prices, discounts, and totals. The rep stops formatting and starts selling.
Route quotes through the right approvers before they reach clients. One-click approve or reject. No chasing, no bottlenecks.
01
Use Google Docs, Word, or Slides. Add your branding, layout, and pricing structure.
02
Connect HubSpot line items, deal properties, and contact fields to template tags.
03
Create quotes with one click directly from any deal record.
04
Email the quote, collect signatures, and auto-update the deal stage.
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
