Portant

A document automation application that generates quotes, proposals, contracts, invoices and related sales documents from templates using HubSpot data, line items, eSignatures and payments, removing manual copy-paste. It is for sales and revenue operations teams and legal stakeholders in B2B companies that manage deals in HubSpot. It is delivered as a HubSpot-native SaaS app that creates, sends, signs and syncs documents without leaving HubSpot.

Key features

• Merge HubSpot data into templates
• Add multiple line items
• Request and collect eSignatures
• Add Stripe payment links
• Approval workflows before sending
• Email open and link tracking
• Save and organize generated files
• AI-generated content in documents
• Create quotes in seconds
• Create proposals and contracts
• Automate invoice creation
• HubSpot workflow actions