PRICING

Paperwork on autopilot

Get the Portant plan that's right for you and your team. Start today, no credit card required.

Monthly AnnualSave 14%

Free

For individuals getting started

$0 /month

30 credits/month · 1 user

Start for free
  • Document workflows
  • Template gallery
  • HubSpot integration
  • Single eSignature per doc
  • Chat and email support

Pro

For professionals who need more

$42 /month

billed annually

2,000 credits/month · 1 user

Continue with Pro
  • Everything in Free
  • PDFs without Portant branding
  • Send emails from aliases
  • Auto-trigger from deals
  • Multiple eSignatures per doc
  • Conditional logic & line items
Most popular

Team

For teams sharing workflows

$125 /month

billed annually

5,000 credits/month · 5 users

Continue with Team
  • Everything in Pro
  • Shared workflows
  • Custom branded eSign portal
  • 5 users included (+$30/user)
  • Team admin panel
  • Approval workflows & priority support

Enterprise

Advanced security and support

Custom

Tailored to your needs

Talk to sales
  • Everything in Team
  • Custom credit limits
  • Advanced security
  • Custom billing (PO/ACH/wire)
  • Dedicated account manager

COMPARE PLANS

Every feature, every plan

Find the right fit for your team.

Free Pro Team Enterprise
Create Documents
Document workflows
Template gallery
Google Docs & Slides templates
Microsoft Word & PowerPoint
Fillable PDF templates
PDF output
Email sharing
Save to Drive, OneDrive & HubSpot
AI-powered content
Remove Portant branding
Credits per month 30 2,000 5,000 Custom
Automate Your Pipeline
HubSpot integration
Auto-trigger from deals
Conditional logic
Line items & formulas
Custom output file naming
Approval workflows
Sign & Collect
Single signer
Multiple Signatures
Signature tracking
Audit trail
HubSpot capture fields
Custom branded eSign portal
Stripe payment links
Collaborate as a Team
Users included 1 1 5 Custom
Shared workflows
Team admin panel
Custom email aliases
API & webhooks
Support
Chat & email
Priority support
Dedicated account manager

INCLUDED WITH EVERY PLAN

One app. Every document.

Stop juggling five different tools to get a single document out the door. Portant brings everything into HubSpot so your team can create, send, sign, and collect, all from one place.

Start for free

Proposals & quotes

Generate branded documents from HubSpot deals using your own templates in Google Docs, Slides, or Word.

eSignatures

Request single or multiple signatures, track status in real time, and get a full audit trail. No separate eSign tool needed.

Payment collection

Add Stripe payment links directly in your documents and eSign portal so you get paid the moment a deal closes.

Contract lifecycle

Draft, review, approve, sign, and store contracts. Every step is tracked as its own record in HubSpot.

Your templates, your brand

Use your existing templates in Google Docs, Slides, Word, or PowerPoint. No locked-in editor, no starting from scratch.

YOUR SAVINGS

Calculate your ROI

See how much time and money Portant saves your team each month.

5
6
$60

Your monthly savings with Portant

$7,075

120 hours back in your team's calendar each month

120

Hours/month saved

$7,200

Value of time saved

$125

Portant Team cost

Presets

FAQs

Pricing questions

Yes. Our Free plan is available forever at no charge and provides 30 credits per month. It includes document workflows, the template gallery, and chat/email support. No credit card required.
All Pro and Team payments are made via credit card. For Enterprise accounts, we can issue an annual invoice with payment via PO, ACH, wire, or check. Contact sales@portant.co for more information.
You will still be able to use your workflows. We will let you know about the overage and give you a grace period to find a plan that fits your needs. No surprise charges or interruptions.
Yes. You can upgrade or downgrade your plan at any time from your billing settings. Changes take effect on your next billing cycle. We provide 30 days notice before any price changes.
Portant replaces your proposal builder, eSignature tool, payment collection platform, and contract management system. Instead of paying for four or five separate subscriptions, everything is built into one app that works natively inside HubSpot. Use your existing templates in Google Docs, Slides, Word, or PowerPoint and automate the entire document lifecycle from creation to signature.
Yes, the free plan works with HubSpot and includes 30 credits per month. Install from the HubSpot Marketplace to get started.
Everything in Team plus custom credit limits, advanced security, custom billing (PO/ACH/wire), and a dedicated account manager. Contact support@portant.co for a tailored quote.
No. Portant works with any HubSpot plan, including the free CRM. Unlike native HubSpot Quotes advanced features, Portant does not require a Sales Hub Professional upgrade.

Join over 40k+ teams

Portant has been a game-changer for Clipboard! It’s saved our sales team countless hours every week by generating order forms, proposals and contracts with info from HubSpot automatically filled in.

SC

Sam Clarke

Co-Founder, Clipboard

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

EM

Edwin van der Maas

Operations Lead, 2manydots

Portant replaced three separate tools for us. One platform handles docs, signatures, and follow-ups without leaving HubSpot.

RK

Rachel K

RevOps Manager, Mid-Market

Portant was the simplest and quickest signing integration I’ve ever implemented, it works natively with HubSpot.

LH

Lisa Holmes

Consultant, Monoceros Services

At RepCard, Portant gave us an end-to-end automated workflow inside HubSpot, we replaced manual agreement creation at scale.

NR

Natalie Reeder

Revenue Operations, RepCard

We’re seeing higher average closed revenue with Portant and faster days to close, it’s showing us a material impact on sales velocity.

TP

Tom P

VP Sales, Enterprise SaaS

Love this product. Have been using it for over a year and the integration to Google Workspace is awesome. Lots of credit for listening to your users!

DI

Duncan I

Web, Google & WordPress

When the executive team asks for an extension document, Portant gets it to them in about an hour, it’s empowered my whole team.

MM

Megan Marohn

Operations, Boomerang Capital

Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!

JH

Jordan H

Administrator, Mid-Market

This software brilliantly takes over the tedious process of creating and sending invoices. This not only saves time but massively reduces errors of data entry.

LG

Lukas G

E-commerce Business Owner

This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!

MB

Matthew B

Founder & Leadership, Upflowy

Our reps used to spend 30 minutes per proposal. Now it’s under two minutes and the documents look better than ever.

JS

James S

Sales Director, Agency

Stop formatting,
start closing.

Start your 7 day free trial

Join over 40,000 sales teams using Portant to close deals faster in HubSpot.