Google Docs integration
Automate Google Docs with HubSpot data
Google Docs is one of the most popular template formats in Portant. Use your existing Docs templates to generate contracts, proposals, quotes, and invoices from HubSpot deals. Every tag fills automatically from deal data. Output as PDF or keep the original Doc format.
Install on HubSpot
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Capabilities
What you can do with Portant and Google Docs
Use your existing Docs templates
Keep the templates you already have. Add HubSpot tags where you want data to appear and Portant fills them automatically. No rebuilding, no migration.
Line item tables that expand dynamically
Insert a line item tag and Portant creates a formatted pricing table from HubSpot deal line items. Tables grow to fit any number of items.
Conditional sections based on deal properties
Show or hide paragraphs, clauses, or entire sections based on deal type, region, or any HubSpot property. One template covers multiple use cases.
Output as PDF or editable Doc
Generate polished PDFs for client delivery or keep the Google Doc format for internal review and collaboration. Choose per workflow.
Use cases
Use Google Docs with Portant for
Contracts
Generate contracts from Google Docs templates with deal data pre-filled.
Learn more →
Proposals
Build proposals in Google Docs with contact details, pricing, and company information.
Learn more →
Quotes
Create quotes from Docs templates with formatted line item pricing tables.
Learn more →
Invoices
Auto-generate invoices in Google Docs when deals close in HubSpot.
Learn more →
See why teams choose Portant.
Hear it directly from our many happy customers.
Setup
How to set up Google Docs with Portant
01
Open your Google Doc template
Use any existing Google Doc. Keep your formatting, branding, and layout.
02
Add HubSpot tags
Insert placeholder tags like {{contact.name}} and {{deal.amount}} where you want data to appear.
03
Connect to HubSpot
Link your template to a HubSpot workflow. Map properties to tags.
04
Generate and send
Create documents from any deal with one click. Send via email or share a link.
Security
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SOC 2 Type I certified.
Independently audited security controls across data, infrastructure, and access.
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Built-in safeguards keep customer data compliant across every region.
Learn moreEnterprise SSO built in.
Tie every account to a verified identity with SSO and OAuth, no shared passwords.
Learn moreFrequently asked questions about Google Docs
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