Portant — HubSpot Document Generator
by Portant
Create quotes, contracts, proposals and invoices from your Word or PowerPoint templates with HubSpot
Stop copying and pasting HubSpot data into documents.
Portant connects HubSpot directly to Microsoft Word and PowerPoint, so your sales team can generate professional quotes, contracts, proposals, invoices, and other sales documents in seconds, without ever leaving Office.
Why Portant for HubSpot and Microsoft Office
- Use your existing Word and PowerPoint templates, no rebuilding required
- Pull data from any HubSpot object: Deals, Contacts, Companies, Tickets, Custom Objects, and all Custom Properties
- Insert dynamic line item tables, real-time formulas, conditional sections, and AI-generated text
- Request eSignatures with multi-signatory and approval workflows
- Export as Word, PowerPoint, or PDF
- Send via Gmail or Outlook with personalised email merge
Ideal use cases
- Sales quotes and pricing documents
- Proposals and pitch decks
- Contracts with multi-party eSignatures
- Invoices and order confirmations
- Onboarding packs and welcome letters
- Certificates, tickets, and reports
Built natively for HubSpot
Every document generated with Portant is stored as a HubSpot App Object, so you can filter, audit, report on, and automate documents directly inside HubSpot. Portant also runs as an action inside HubSpot Workflows and as a Breeze Tool, letting you auto-generate documents from any trigger such as deal stage changes, form submissions, or ticket updates.
Unlike PandaDoc, DocuSign, and Proposify, every document is a native HubSpot record with full engagement signals (viewed, opened, signed) feeding back into HubSpot dashboards and reports.
HubSpot Certified and trusted by sales teams
- 4.8 out of 5 stars on the HubSpot App Marketplace
- HubSpot Essential App 2025
- HubSpot Leading Technology Partner
Perfect for teams that want to
- Replace manual copy-pasting between HubSpot and Microsoft Office
- Automate document generation across the entire deal lifecycle
- Standardise quote, contract, and proposal output across the sales org
- Stay in their existing Word and PowerPoint workflow while keeping HubSpot as the source of truth
Ready to automate your quotes, proposals, and contracts in HubSpot and Microsoft Office? Install Portant today.
App capabilities
- Can read and make changes to your document
- Can send data over the Internet