Portant Workflow
Automate sales documents in HubSpot to save time and close more deals
About Portant Workflow
Portant Workflow integrates with HubSpot to automate the creation, approval, and signing of sales documents like quotes, proposals, and contracts. With over 600,000 users saving 125 hours monthly, Portant streamlines workflows, reduces errors, and boosts productivity by syncing data seamlessly within HubSpot and connecting with tools like Google Workspace and Zapier.
Pricing
Full pricing page Free option
Free
$0 per month
For individuals creating their first workflow.
- 30 Documents / month
- 1 User
- Workflows
- Portant branding
- Templates
- No Portant Branding on PDFs
- Email from Aliases
- Email Tracking
- Multiple eSignatures
- Google Sheets Auto-create
- Shared Workflows
- Custom eSignature Portal
- Team Folders
- Priority Support
- Pay via invoice
Pro
$49 per month
For professionals optimising their processes.
- 2000 Documents / month
- 1 User
- Unlimited Workflows
- Templates
- No Portant Branding on PDFs
- Email from Aliases
- Email Tracking
- Multiple eSignatures
- Google Sheets Auto-create
- Shared Workflows
- Custom eSignature Portal
- Team Folders
- Priority Support
- Pay via invoice
Team
$149 per month
For growing teams creating internal workflows.
- 5000 Documents / month
- 5 Users
- Unlimited Workflows
- Templates
- No Portant Branding on PDFs
- Email from Aliases
- Email Tracking
- Multiple eSignatures
- Google Sheets Auto-create
- Shared Workflows
- Custom eSignature Portal
- Team Folders
- Priority Support
- Pay via invoice
- Extra users $30/month
Enterprise
Custom
For companies building high-volume workflows across their organization.
- Custom Usage & Users
- Custom user numbers
- Unlimited Workflows
- Templates
- No Portant Branding on PDFs
- Email from Aliases
- Email Tracking
- Multiple eSignatures
- Google Sheets Auto-create
- Shared Workflows
- Custom eSignature Portal
- Team Folders
- Priority Support
- Pay via invoice
FAQ
Portant integrates natively with HubSpot, allowing you to auto-generate and send sales documents without leaving HubSpot. This seamless connection helps your team move faster, reduce errors, and close more deals.
You can automate various sales documents such as quotes, proposals, contracts, invoices, and reports. Portant uses your existing templates and auto-fills them with live HubSpot deal data.
Yes, you can sign up for Portant for free without requiring a credit card. The free trial allows you to connect Portant to HubSpot and start automating your sales documents in minutes.
Portant supports HubSpot-native eSignatures, allowing you to trigger approval workflows and send contracts for signing directly within HubSpot. Signed contracts are automatically recorded back in HubSpot.
Yes, Portant integrates with Google Workspace, including Google Docs, Google Slides, and Google Sheets. This allows you to automate your sales workflows and sync HubSpot data with your Google tools.
Portant offers a help center, documentation, and developer resources. Additionally, customer stories highlight responsive customer support that is attentive to user feedback and feature suggestions.
Portant users report reclaiming an average of 125 hours each month by automating sales paperwork. Teams also save an average of $24,000 per year by reducing manual work and boosting sales efficiency.
Yes, Portant offers a library of professional templates to help you jumpstart your workflows. These templates can be customized to fit your specific sales document needs and auto-filled with HubSpot data.
Alternatives to consider
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Pricing summary
Free tier available
Starting from
$0 per month
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