Portant

Portant is an application designed to automate the creation, management, and delivery of sales documents within HubSpot. It addresses the need for sales and operations teams to generate quotes, contracts, proposals, invoices, and related documents efficiently, eliminating manual data entry and reducing administrative overhead. The tool integrates closely with HubSpot, enabling users to generate documents directly from HubSpot deals and records, and to manage the entire document lifecycle without leaving the HubSpot environment.

Key features include the ability to merge HubSpot data into document templates, request and collect eSignatures, add multiple line items from HubSpot deals, and insert Stripe payment links into documents such as quotes and eSign agreements. Portant supports approval workflows, allowing for internal review and sign-off before documents are sent out, and provides email tracking to monitor document opens and link clicks. Output management features enable users to save and organize generated files, with options to automatically sync documents to Google Drive or OneDrive. The platform also includes AI-generated content, which drafts personalized follow-up emails and document sections based on deal context.

Users can create documents using their existing templates in formats such as Google Docs, Slides, Microsoft Word, PowerPoint, and PDFs. Portant supports working with any HubSpot object, including custom objects, and can be triggered from HubSpot workflows to automate document generation based on deal stage changes. Every document generated is tracked within HubSpot, with full status and history available for reporting and real-time monitoring of views, signatures, and document status.

Portant is delivered as an app that installs within HubSpot, with integrations for Google Drive, OneDrive, and Stripe. It is positioned as a solution for sales and revenue operations teams, as well as legal teams managing governed templates and signatures.