Technology partner
Documents, filled in for you
Generates proposals, contracts and other documents from HubSpot data.
About Portant
What it does
Portant creates documents from HubSpot data using your own templates: proposals, contracts, order forms and reports, filled in from the deal, company and contact record.
Documents can be generated automatically at a pipeline stage and sent for signature, so nobody retypes details that are already in the CRM.
Where it fits with Cogent: Cuts copy-and-paste out of document-heavy sales processes.
At a glance
Key points
- Your own document templates, filled from HubSpot
- Generated automatically from workflows
- Sent for e-signature
- Copies saved back to the record
Ideal for
Teams that send a lot of proposals, contracts or reports.
Use cases
Where Portant helps
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01
Proposals from the deal
Create a branded proposal from the deal record, with the customer details and line items already filled in.
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02
Contracts out for signature
When a deal reaches the agreed stage, the contract is generated and sent for e-signature automatically.
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03
Regular customer reports
Produce account reviews or service reports from HubSpot data, without copying figures into a template each time.
Thinking about Portant
We will tell you honestly whether it fits, how it connects to what you already run, and what it would cost all in.