Sales Hub agent for Sales & RevOps
Portant runs the next step on every open HubSpot deal. Drafts the follow-up, ships the quote, proposal or contract. A force multiplier for RevOps, not another tool.
Built by Portant, trusted by 40,000+ teams
Trigger
New Deal in HubSpot
Generate
Send & Sign
Email + PDF & E-Sign
Save & Sync
HubSpot + Drive + OneDrive
The challenge
Reps follow up with a generic deck. Ops chases handoffs. Leadership sees the slip a week late. Here is what we hear most often.
After the discovery call, the rep sends the same proposal as the last buyer with the logo swapped. Page 3 doesn't reflect what came up on the call, and the buyer goes cold.
Whose job is it to send the SOW? Who chases procurement when the response goes quiet? RevOps keeps plugging leaks rep by rep instead of fixing the motion.
By the time a deal shows "no activity 14 days", the buyer is already evaluating someone else. Leadership sees the slip in the Monday review, not on Friday when it could still be saved.
The solution
Portant reads each HubSpot deal, drafts the follow-up, and ships the proposal, quote or contract end-to-end.
Other tools stop at a draft email. Portant ships the follow-up and the document, the proposal, the quote, the contract, whatever the next step actually needs, all built from the deal record.
Portant draws on the deal record, line items, meeting notes, and your templates to draft content that fits this buyer, not just merge-tag swaps. The proposal goes out shaped by the deal, not copied from the last one.
We sit with your team, learn the cycle, ingest proposals, quotes and contracts, and build the agent's flow around how you actually win deals.
Features
Every feature is built to work inside HubSpot, so your team moves faster without switching tools.
Every document pulls from the same HubSpot properties your forecast uses. No exports, no copy-paste, no second version of the numbers.
Line items, quantities, discounts, and totals flow from HubSpot into formatted tables. No spreadsheet side-channels, no discrepancies.
Route non-standard discounts or custom terms through the right approver while standard deals sail through untouched.
01
Bring the Google Docs, Slides, Word, or PDF layouts your team already uses. No rebuilding from scratch.
02
Tag placeholders for contacts, companies, deals, line items, and custom objects so every document is complete and accurate.
03
Route non-standard deals through the right reviewers while standard workflows run untouched.
04
Reps generate documents directly from HubSpot. Every output lands in the right place with the right name, every time.
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.
