Partner Program

Become a Portant Partner

Give your Sales and RevOps clients the ultimate document automation solution to supercharge efficiency and drive growth.

Find a Partner
Document automation workflow

Why join

Why become a Partner?

With perks like revenue share, product betas, and exclusive resources, Portant Partners have everything they need to grow their document automation business.

Over 1M+ users worldwide

More Sales and RevOps teams are switching to Portant each month to automate and manage their operation-critical docs.

Benefits that scale with you

The Partners Program provides support from day one and becomes more rewarding as you help your clients grow.

Solving the quote-to-cash problem

Help your Sales and RevOps clients efficiently manage the entire sales process, from initial quotes to final payment.

What you deliver

What partners deliver

Drive real results for your clients with Portant's document automation platform.

01

Contract lifecycle with Google Docs and HubSpot

Streamline your clients' contract processes by integrating with their existing tools, ensuring seamless contract creation, approval, and storage.

Generate documents from HubSpot

02

Managing document workflows

Automate and optimize document workflows for your clients, freeing them from manual tasks and allowing them to focus on higher-value activities.

Approval workflows for documents

03

Quote-to-cash automation

Reduce friction and accelerate revenue generation from initial quotes through to final payment.

Track documents and payments

Benefits

Program benefits

Everything you need to deliver results for clients and earn recurring revenue.

Revenue share

20%

Lifetime commission for each paying customer you refer. As your clients' document automation scales, so does your revenue sharing.

Product betas

Early access

Get early access to the latest products and features from Portant, enabling you to offer cutting-edge solutions to your clients.

Exclusive resources

Events and content

Unlock special events and content designed to accelerate your business growth and better support your clients.

Tiers

Requirements and benefits

There are three levels in the program: Agency Partners, Platinum Partners, and Diamond Partners.

Agency Partner Platinum Diamond Partner
Requirements
Referrals 1 to 5 10 25
Benefits
Revenue Share 20% 20% 20%
Promotional Materials
Partner-Exclusive Features
Client Management Portal
Full Access to Premium Features
Client Insights & Analytics
Co-Marketing Activities
Feature Collaboration

Meet the teams levelling up with Portant

See how sales teams are transforming their processes with Portant.

Sam Clarke

Portant saved our sales team countless hours every week automating documents.

Sam Clarke

Co-Founder at Clipboard

HubSpot 5 stars

3,000+

App installs on the HubSpot Marketplace

G2 5 stars

4.9/5

Average review on G2, an independent review site

Portant

40K+

Teams have switched to Portant

With Portant, I run documents directly from HubSpot. No jumping between platforms. No copying data.

EM

Edwin van der Maas

Operations Lead, 2manydots

FAQs

Frequently asked questions

Agencies, consultants, and implementers who work with Sales and RevOps teams are a great fit. You should already be helping clients with HubSpot, document workflows, or quote-to-cash processes. Complete the signup form and we'll confirm your eligibility.
You earn 20% of the revenue from every paying customer you refer, for the lifetime of their subscription. There is no cap. As your clients scale their document automation, your commission scales with them.
Agency Partner (1 to 5 referrals), Platinum Partner (10 referrals), and Diamond Partner (25 referrals). Each tier unlocks additional benefits such as the client management portal, premium feature access, insights and analytics, co-marketing, and feature collaboration. Revenue share is 20% at every tier.
Click "Become a Partner" anywhere on this page to open the application form. We'll review your application and get back to you with next steps, including access to the partner portal and referral tracking.

Still have questions?

Our team is here to help you get started.

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