Best ChiliDocs alternatives for HubSpot teams (2026)

ChiliDocs does one thing well: it merges HubSpot data into a Word template and produces a document. But for teams that want eSignatures, approval workflows, Google Docs support, and documents that live as real records in their CRM, ChiliDocs stops well short of what a complete document workflow requires. You generate the document — and then you're on your own for the rest.

I work at Portant, so I'll be upfront about that. But I also spend most of my time inside customer HubSpot portals, and I've seen what actually drives teams to start looking for alternatives. This article evaluates 10 tools honestly — including where each one beats Portant and where it doesn't. I scored them on four criteria: HubSpot integration depth, template flexibility, feature completeness across the full document lifecycle, and pricing at a five-user team.

Why HubSpot teams look for ChiliDocs alternatives

ChiliDocs is a document generation tool built for HubSpot, and it does what it says on the tin: merge HubSpot field data into a Word template and output a PDF. The problems teams run into fall into three consistent categories.

The first is template format. ChiliDocs works with Word (.docx) files stored in HubSpot's File Manager. If your team lives in Google Docs — and many do — every template needs to be converted and re-uploaded. That's a real migration project, not a quick setup task. Teams that have spent months getting legal sign-off on Google Docs templates don't want to rebuild them from scratch in a different format.

The second is feature depth. ChiliDocs covers document generation and basic delivery, but it doesn't include built-in eSignatures, internal approval workflows before a document goes to a customer, or conditional content logic. Teams that start with ChiliDocs often find themselves stitching together a separate eSign tool and an approval process on top of it — which defeats the purpose of having a dedicated document tool.

The third is the HubSpot story. Documents generated through ChiliDocs don't become first-class HubSpot records. Document status, signing milestones, and view events don't write back to deal properties in a way that HubSpot workflows and reports can act on. For teams that use HubSpot as their system of record, this means the document lifecycle is partially invisible in the CRM.

Quick comparison

Tool	Best for	HubSpot integration	Starting price	Free plan	G2
Portant	HubSpot-native doc automation	Native (certified app)	$42/mo workspace	Yes (free tier)	4.7/5
PandaDoc	Editor-first doc automation	Integration (sync)	$49/user/mo	No (14-day trial)	4.7/5
Proposify	Editor-first proposals	Integration (sync)	$49/user/mo	No (14-day trial)	4.6/5
Qwilr	Interactive web proposals	Integration (sync)	$35/user/mo	No (14-day trial)	4.5/5
DocuSign	Enterprise eSign compliance	Connector (envelope sync)	$45/user/mo	No (30-day trial)	4.5/5
Dropbox Sign	Lightweight eSign	Integration (sync)	$20/user/mo	No (30-day trial)	4.7/5
GetAccept	Sales engagement + docs	Integration (sync)	Custom pricing	No	4.6/5
Juro	Legal-led contract workflows	Integration (sync)	Custom pricing	No	4.7/5
HubSpot Quotes	Free native quotes	Native (built into HubSpot)	$0 with Sales Hub	Yes	4.4/5
Signaturely	Simple, affordable eSign	Via Zapier	From $25/mo	No (3 free requests)	4.8/5

G2 ratings as of May 2026. Prices shown are billed annually where applicable — check each vendor's site for current rates.

1. Portant — best for HubSpot-native document automation

G2: 4.7/5  ·  From $42/mo workspace  ·  Free plan: Yes

Portant is purpose-built for teams that use HubSpot as their primary system of record and want documents to live there too — not in a separate dashboard or file store. It's the #1 HubSpot-certified document automation app, used by over 920,000 people, and it addresses every core limitation that drives teams away from ChiliDocs: Google Docs support, built-in eSignatures, approval workflows, and documents that become real HubSpot records.

The most important difference from ChiliDocs is how much of the document lifecycle is covered in a single platform. ChiliDocs handles generation. Portant handles generation, internal approvals, eSign, delivery, and tracking — with every completed document stored back on the HubSpot deal or contact record, visible in the CRM timeline, and reportable in HubSpot dashboards. There's no second platform to check and no separate signing tool to maintain.

Template flexibility is the other major advantage. Where ChiliDocs requires Word (.docx) files stored in HubSpot's File Manager, Portant works with Google Docs, Google Slides, Microsoft Word, PowerPoint, and PDF files. If your legal team has already approved a Google Docs proposal template, it goes straight to work in Portant without any conversion. That's not a small operational win — for teams with mature template libraries, avoiding a rebuild is months of saved time.

The HubSpot integration goes deeper than most alternatives on this list. Portant is a native HubSpot app, not a connector. Merge tags pull from deal, contact, company, line item, and custom property data. Conditional content logic lets you show or hide sections based on HubSpot field values — so the right contract language, the right pricing tier, or the right product description appears automatically. Automation triggers let you fire document generation from deal stage changes, workflow enrolments, or form submissions without anyone touching a keyboard.

Approval workflows run inside HubSpot. When a rep creates a document, it routes to the right reviewer, who approves or rejects with one click from inside the CRM. Once approved, the eSign step collects signatures with status updates writing back to HubSpot at each signing milestone. Managers see where every document stands without leaving HubSpot, and workflows can trigger follow-up actions automatically when a document is signed.

Pricing is flat per workspace rather than per seat, which matters as teams grow. A five-person team pays the same $42/month as a single user on the Pro plan. That's a fundamentally different cost model to every per-seat tool on this list.

Key features

• Generates documents from live HubSpot deal, contact, company, and line item data
• Templates in Google Docs, Slides, Word, PowerPoint, or PDF — no proprietary editor and no format conversion required
• Every document saved back to HubSpot as its own record on the deal or contact timeline
• Sequential approval workflows with one-click approve/reject from inside HubSpot
• Built-in eSignature on paid plans — signing status updates HubSpot at each step
• Automation triggers: generate documents from deal stage changes, form submissions, or HubSpot workflow enrolments
• Conditional content logic — show or hide sections based on HubSpot field values
• Dynamic line item tables pulled directly from HubSpot products
• Bulk document generation across multiple HubSpot records simultaneously

Pros

• Covers the full document lifecycle — generate, approve, sign, deliver, track — in one HubSpot-native platform
• Google Docs, Slides, Word, and PowerPoint all work out of the box with no template migration
• Flat workspace pricing means your whole team is covered without per-seat penalties
• Documents as HubSpot records means reporting, list-building, and workflow automation work natively
• Fast to set up — most teams are generating real documents within a day

Cons

• No visual drag-and-drop builder — if reps want to design rich layouts from scratch inside the tool, the template-file approach feels less visual than dedicated proposal editors like Proposify or Qwilr
• Document volume is credit-based on each plan (free tier, 2,000 credits/mo on Pro, 5,000 on Team)

For a detailed side-by-side on every feature, the Portant vs ChiliDocs comparison page covers template support, integration depth, eSign, and approvals in full.

2. PandaDoc — best for editor-first document automation

G2: 4.7/5  ·  From $49/user/mo  ·  Free plan: No (14-day trial)

PandaDoc is the dominant name in dedicated document automation for sales teams. It offers a polished visual block editor, a content library for reusable sections, built-in eSignatures, and an approval workflow — in short, everything ChiliDocs doesn't have. For teams whose main frustration with ChiliDocs is feature depth rather than template format, PandaDoc closes most of the gap immediately.

The HubSpot integration pulls deal data into documents and syncs document status back to HubSpot activity logs and contact records. The integration is solid at the Business plan tier and above — which is where things get complicated. The Business plan, which is the minimum required for HubSpot field mapping, approvals, and custom fields, runs $49 per user per month. A five-person team pays $245 a month before anything else.

The other limitation to know upfront is templates. PandaDoc requires you to build templates inside its own editor. Your existing Google Docs or Word files need to be recreated in PandaDoc's format. For teams with a mature template library that legal has already approved, that's a significant migration project — sometimes months of work — before you're back at functional parity.

Key features

• Visual block-based editor with drag-and-drop sections and a reusable content library
• Built-in eSignature, payment collection, and interactive pricing tables
• Approval workflows and real-time viewer notifications
• HubSpot integration: deal data in, document status and activity back out
• Document analytics: opens, time spent, page-by-page engagement

Pros

• Feature-complete document automation platform — eSign, approvals, content library, and analytics in one tool
• Polished editor that gives reps flexibility to customise layout and content per deal
• Large template marketplace and extensive integration ecosystem

Cons

• Per-seat pricing at $49/user/mo means a five-person team pays $245/mo — costs scale directly with headcount
• Templates must be rebuilt in PandaDoc's editor — existing Google Docs and Word files don't transfer directly
• Documents live in PandaDoc, not HubSpot — managers need to leave the CRM to check document status

Best for: teams that want a full-featured editor-first document platform and are comfortable with per-seat pricing and a template rebuild. If you're switching from ChiliDocs because the feature set was too shallow, PandaDoc is the most direct upgrade — but factor in the migration cost and ongoing per-user cost before committing.

3. Proposify — best for editor-first proposal creation

G2: 4.6/5  ·  From $49/user/mo  ·  Free plan: No (14-day trial)

Proposify is built around the proposal moment — the visual block editor, branded layouts, content library, and collaborative review tools are all designed to help sales teams send polished, professional proposals quickly and consistently. It covers everything ChiliDocs doesn't: eSignatures, approval workflows, and detailed viewer analytics. Like PandaDoc, it's a step up in feature depth but also a step up in price and migration effort.

The HubSpot integration syncs deal data into proposals and logs activity and status back to HubSpot, but proposals live in Proposify's own dashboard. For managers who rely on HubSpot for pipeline visibility, checking document status means going into Proposify separately — there's no way to build a HubSpot report on proposal stage or filter deals by proposal status without exporting data manually.

Key features

• Visual block-based editor with drag-and-drop sections and a reusable content library
• eSignature, interactive pricing tables, and video embedding built in
• Approval workflows with team notifications and real-time viewer alerts
• HubSpot integration: deal data in, activity and proposal status back out

Pros

• Polished editor that most reps find intuitive for layout-heavy proposals and pitch decks
• Strong content library for teams that need consistent branded sections across many proposals
• Robust analytics — time spent per section, scroll depth, and signer activity

Cons

• Per-seat pricing at $49/user/mo — a five-person team pays $245/mo, the same as PandaDoc Business
• Documents live in Proposify, not HubSpot — managers need a separate dashboard for real document status
• Not a native HubSpot app — deeper reporting requires manual export or third-party connectors

Best for: teams that want a polished editor-first experience and have admin bandwidth to maintain a content library. If you're switching from ChiliDocs specifically because you want Google Docs support or a tighter HubSpot CRM story, Proposify won't address either of those — it has a similar template lock-in and the same external-platform limitation.

4. Qwilr — best for interactive web-based proposals

G2: 4.5/5  ·  From $35/user/mo  ·  Free plan: No (14-day trial)

Qwilr takes a completely different approach to document format: instead of sending a PDF, buyers receive a responsive webpage. They navigate sections, select options, accept online, and sign — all in the browser without downloading anything. For teams where the proposal experience is itself part of the pitch, the format becomes a genuine differentiator that neither ChiliDocs nor most other tools on this list can match.

The HubSpot integration is similar in depth to Proposify — deal data flows into the template, and view, acceptance, and signing events sync back to the CRM. Documents live in Qwilr's own dashboard. The pricing is more competitive than PandaDoc and Proposify at $35/user/month, making it a reasonable middle ground between feature richness and cost.

Key features

• Web-based proposal format — interactive, mobile-responsive, no PDF attachment required
• Section-level engagement analytics: which parts buyers read, time spent, scroll depth
• Online acceptance and eSign without an email attachment
• HubSpot integration: deal data in, engagement data and status back out

Pros

• Modern buyer experience that stands out against PDF-based proposals from competitors
• Section analytics give sales reps visibility that static PDFs simply cannot provide
• Lower per-seat price than PandaDoc or Proposify at the same feature tier

Cons

• Not all buyers prefer web proposals — procurement teams and enterprise buyers often require a PDF for internal approval processes
• No offline option: if a buyer's internet connection drops during review, the proposal is inaccessible
• Documents don't live in HubSpot — CRM reporting requires going into Qwilr's own dashboard

Best for: creative agencies, high-touch SaaS teams, and professional services firms where the proposal moment is central to the sale and buyers expect a modern digital experience rather than an email attachment.

5. DocuSign — best for enterprise eSign compliance

G2: 4.5/5  ·  From $45/user/mo  ·  Free plan: No (30-day trial)

DocuSign is the category standard for electronic signatures. If your primary reason for evaluating ChiliDocs alternatives is the lack of built-in eSign — and you're not looking to change how documents are created or templated — DocuSign is the safest choice for enterprise requirements, legal scrutiny, and buyer recognition. Almost every procurement team and enterprise buyer recognises a DocuSign envelope, which matters in regulated industries and large-deal contexts.

The important caveat is scope: DocuSign does not generate documents from CRM data. You upload a PDF or Word file, place signature fields, and send. The HubSpot connector syncs envelope status back to contact and deal records — sent, viewed, completed, declined — but it's a signing layer on top of documents generated elsewhere, not a replacement for ChiliDocs or a full document automation platform.

Key features

• Industry-standard eSign with SOC 2, ISO 27001, eIDAS, and ESIGN Act compliance
• Granular audit trail — IP address, timestamp, and signer identity for every action
• HubSpot connector: envelope events sync back to deal or contact records
• In-person signing and SMS-based identity verification on higher plans
• Bulk send for high-volume agreement scenarios

Pros

• Widest enterprise recognition — buyers and procurement teams expect the DocuSign interface
• Best-in-class compliance certifications for regulated industries
• Reliable and mature platform with a large integrations ecosystem

Cons

• Does not replace ChiliDocs as a document creation or generation tool — it covers eSign only
• HubSpot integration is connector-level: envelope status syncs, but documents don't become HubSpot records
• Expensive relative to capabilities if your primary need is basic signature workflows on standard agreements

Best for: enterprise teams in regulated industries where buyer recognition and compliance certification matter, and where documents are already prepared in another system before signature is needed. Not a standalone ChiliDocs replacement — you'd still need a document generation tool alongside it.

6. Dropbox Sign — best for lightweight eSignature

G2: 4.7/5  ·  From $20/user/mo  ·  Free plan: No (30-day trial)

Dropbox Sign (formerly HelloSign) sits between the simplicity of consumer eSign tools and the enterprise overhead of DocuSign — a good middle ground for teams that need reliable, professional eSignatures on existing documents without paying DocuSign prices or managing a full document automation platform. If ChiliDocs has been handling your document generation adequately and you mainly want to add a signing step, Dropbox Sign is one of the most cost-effective ways to do it.

The HubSpot integration sends envelope events and status back to contact and deal records. Like DocuSign, it covers signing only — it doesn't generate documents from CRM data. At $20/user/month it's the most affordable eSign-specific tool with a native HubSpot integration on this list.

Key features

• Simple drag-and-drop field placement on PDF and Word documents
• Team templates with reusable signing field layouts
• HubSpot integration: send documents for signature from deals, status syncs back
• In-person signing mode and embedded signing API for custom workflows
• Audit trail with signer identity and timestamp per action

Pros

• Lower price point than DocuSign for similar eSign functionality — $20/user/mo vs $45/user/mo
• Clean, simple interface — low training overhead for sales reps
• Reliable compliance: SOC 2 Type II, ESIGN and UETA compliant

Cons

• No document generation from CRM data — eSign only, so it doesn't replace ChiliDocs
• HubSpot integration is narrower than native document automation tools
• Owned by Dropbox — roadmap decisions can deprioritise HubSpot-adjacent workflows

Best for: teams that already have a satisfactory document generation process and need to add clean, affordable eSignatures on finalised PDFs without the enterprise complexity or pricing of DocuSign.

7. GetAccept — best for sales engagement plus documents

G2: 4.6/5  ·  Custom pricing  ·  Free plan: No

GetAccept combines document automation with sales engagement features — video messaging, live chat embedded inside proposals, and buyer-side engagement tracking throughout the deal cycle. It's more than a document tool: it's built around the concept of keeping prospects engaged from first touch through to signature, not just at the point of sending a contract. For teams that want everything ChiliDocs lacks — eSignatures, approvals, engagement tracking — and are ready for an enterprise sales process, GetAccept is a strong all-in-one option.

The HubSpot integration is solid and covers activity logging, deal updates, and document status sync. Pricing is custom and requires a demo call rather than a self-serve signup, which reflects its enterprise focus. This isn't a tool you can evaluate independently in an afternoon — budget time for a sales conversation before you can compare actual costs.

Key features

• Document editor with embedded video, live chat, and buyer-side engagement notifications
• Contract management with clause library and redlining support
• Built-in eSign with detailed audit trail
• HubSpot integration: deal data in, activity and document status back out
• Engagement tracking — see when, how long, and which sections buyers reviewed

Pros

• Unique combination of engagement tools (video, chat) alongside document automation — nothing else on this list does this
• Strong for complex, multi-stakeholder deals where buyer engagement between touchpoints is uncertain
• Solid audit trails and contract management for teams with legal requirements

Cons

• Custom pricing means no self-serve — you need a sales conversation to get any number
• The engagement feature set adds complexity that's overkill for teams sending standard contracts or simple quotes
• Less HubSpot-native than tools built specifically for the HubSpot ecosystem

Best for: mid-market sales teams with long deal cycles, multiple stakeholders, and a genuine need to track buyer engagement between touchpoints — not teams primarily looking for a simpler, more complete version of ChiliDocs.

8. Juro — best for legal-led contract management

G2: 4.7/5  ·  Custom pricing  ·  Free plan: No

Juro is a contract lifecycle management platform built around a collaborative browser-based editor where sales, legal, and counterparties can all negotiate in the same document. It's a significant step up in sophistication compared to ChiliDocs — designed for organisations where legal is an active participant in every commercial deal, not just a one-time reviewer before signature. If your switch from ChiliDocs is driven by needing real contract negotiation capability, version control, and legal team involvement, Juro is built for exactly that context.

The HubSpot integration lets you generate contracts from deal data and sync signed contract status back. For pure sales-led teams sending standard agreements that rarely get negotiated, Juro's CLM feature set adds overhead that doesn't match the use case. For legal-commercial teams that share ownership of every deal, it's the right level of control.

Key features

• Browser-based collaborative editor with real-time redlining and clause negotiation
• Pre-approved clause library for legal teams to standardise contract language
• Contract lifecycle tracking — drafts, in review, out for signature, signed, renewals
• eSign with full audit trail and signer verification
• HubSpot integration: generate from deals, sync contract status back

Pros

• Best-in-class collaborative redlining — counterparties can negotiate directly in the document without email attachments
• Clause library gives legal genuine control over what language leaves the building
• Strong for teams managing large contract volumes with renewals, amendments, and version histories

Cons

• Enterprise pricing and a sales-led process — not suitable for small teams or self-serve evaluation
• More complexity than most HubSpot sales teams need if contracts are standard and rarely negotiated
• Documents live in Juro, not HubSpot — pipeline reporting still requires switching between tools

Best for: companies with active legal involvement in commercial deals and a genuine need for contract negotiation, version control, and renewal management — not straightforward generate-and-sign workflows.

9. HubSpot Quotes — best for free native quoting

G2: 4.4/5 (Sales Hub)  ·  $0 with Sales Hub  ·  Free plan: Yes

HubSpot Quotes is the built-in quoting tool inside HubSpot Sales Hub. It doesn't require a third-party integration because it is HubSpot — quotes pull in deal and line item data, generate a shareable link or PDF, and record acceptance back to the deal record natively. For teams that need basic quoting and are already paying for HubSpot, it costs nothing extra and requires zero setup beyond your existing HubSpot access.

The limitations are real: no complex custom templates beyond HubSpot's built-in styles, no advanced approval workflows, no native eSign without adding HubSpot's separate eSign add-on, and no support for non-quote document types such as proposals, contracts, NDAs, or onboarding documents. It's quoting functionality specifically, not a broader document automation tool. Teams that have outgrown ChiliDocs for those reasons won't find what they need here.

Key features

• Pull deal, contact, and line item data directly — no field mapping or integration setup required
• Branded quote templates with company logo and colours
• Quote acceptance recorded automatically on the HubSpot deal record
• Payment collection via HubSpot Payments (US) or Stripe integration
• Included with HubSpot Sales Hub Starter, Professional, and Enterprise

Pros

• Zero additional cost if you're already on HubSpot Sales Hub — no extra vendor to manage
• Deepest HubSpot data connection of any tool on this list — it's native, not integrated
• No setup required — it's already in your portal

Cons

• Templates are limited — no support for your own Google Docs or Word layouts
• Quotes only — not suitable for contracts, proposals, NDAs, or multi-section documents
• No built-in eSign without separate HubSpot add-ons at additional cost
• No multi-step approval routing beyond basic HubSpot workflow logic

Best for: HubSpot teams that need simple quotes only and want the free-forever option before investing in a dedicated document automation tool. Use it to test your quoting workflow, then graduate to Portant when you need custom templates, approvals, contracts, or full eSign built in.

10. Signaturely — best for simple, affordable eSign

G2: 4.8/5  ·  From $25/mo  ·  Free plan: No (3 free signing requests)

Signaturely is one of the highest-rated eSign tools on G2 for a straightforward reason: it's genuinely simple, affordable, and focused on doing one thing well. Where DocuSign and Dropbox Sign can feel built for enterprise legal departments, Signaturely was designed for small businesses, freelancers, and growing sales teams who need fast, reliable signing without a steep learning curve or enterprise pricing. If your frustration with ChiliDocs is primarily that there's no signing step and you just want to add one cleanly, Signaturely is among the most cost-effective ways to do it.

HubSpot integration is handled via Zapier rather than a native connector, which adds some setup friction and an ongoing Zapier subscription cost compared to tools with a direct integration. If tight HubSpot workflow automation is important — triggering document sends from deal stage changes or auto-updating deal properties when a document is signed — that trade-off matters more than the base price suggests.

Key features

• Upload PDFs and Word files, add signing fields, and send in minutes — minimal setup
• Document templates with reusable field placements for repeat document types
• Signing links for one-to-many signing scenarios
• Audit trail and tamper-evident certificates for each signed document
• HubSpot integration via Zapier

Pros

• Highest G2 rating on this list — consistently praised for simplicity and reliability in user reviews
• Low price point — affordable for solo operators and small teams without enterprise procurement overhead
• Fast to set up and learn — most users are sending documents for signature the same day

Cons

• No native HubSpot integration — Zapier required, which adds cost and setup complexity
• No document generation from CRM data — eSign only, so it doesn't replace ChiliDocs as a generation tool
• Limited for complex multi-step approval workflows or conditional document logic

Best for: small businesses, freelancers, and solo operators who need a reliable, affordable way to collect signatures on existing documents — and where a Zapier-based HubSpot connection is acceptable rather than a blocker.

How to choose the right tool

The fastest way to narrow this list is to start with the gap ChiliDocs left open, then match it to the category of tool that closes it.

If you need eSign added to your existing generation workflow: Dropbox Sign and Signaturely are the most affordable options for adding a signing step on top of documents you're already generating. DocuSign is the right choice if enterprise compliance and buyer recognition matter more than price. None of these replace ChiliDocs — they complement it.

If you need eSign plus approvals plus richer HubSpot integration: Portant replaces ChiliDocs entirely with a single platform that covers generation, approvals, eSign, and document tracking inside HubSpot. PandaDoc and Proposify cover the same ground but require template rebuilds and come with per-seat pricing. GetAccept adds sales engagement features on top of this for longer, more complex deal cycles.

If your team lives in Google Docs and doesn't want to convert templates: Portant is the only tool on this list that uses Google Docs and Slides directly as source templates. Every other platform requires templates to be built inside its own editor or in Word format.

If you need legal-grade contract negotiation: Juro is in a different category to everything else here — it's a full contract lifecycle management platform designed for teams with active legal involvement in deals, not just a more complete document tool.

If pricing at scale is a primary constraint: Flat-rate workspace pricing (Portant) is dramatically cheaper than per-seat pricing (PandaDoc, Proposify, DocuSign, Dropbox Sign, Qwilr) once a team reaches five or more users. The gap widens as headcount grows. At ten users, Portant Team ($125/mo) compares to $490/mo on PandaDoc Business or $450/mo on DocuSign Standard.

Frequently asked questions

What is the best ChiliDocs alternative for HubSpot teams?

Portant is the strongest ChiliDocs alternative for HubSpot-first teams. It runs as a certified app inside HubSpot, supports Google Docs, Slides, Word, and PowerPoint templates without any format conversion, includes built-in eSignatures and approval workflows, and saves every document back to HubSpot as a record you can filter and report on. ChiliDocs handles Word-based generation only — Portant covers the full document lifecycle in a single platform.

Why do teams switch from ChiliDocs?

The most common reasons teams leave ChiliDocs are the lack of Google Docs support (Word templates only), no built-in eSignatures, no internal approval workflows before documents are sent to customers, and a HubSpot integration that doesn't store documents as first-class CRM records. Teams that want a complete generate-approve-sign-track workflow inside HubSpot typically find ChiliDocs covers only the first step of that process.

Is there a free ChiliDocs alternative?

Yes. Portant has a permanent free tier with HubSpot integration included, and HubSpot Quotes is free with any HubSpot Sales Hub plan. ChiliDocs only offers a 14-day trial with no permanent free option. Portant's free tier covers small teams testing document automation — including HubSpot data merge and a single eSignature per document — before committing to a paid workspace.

What is the cheapest ChiliDocs alternative?

Portant is the cheapest full-featured alternative for HubSpot teams. Its Pro plan is $42/month for the entire workspace — not per user — with all plans listed transparently on the website. ChiliDocs does not publish pricing publicly, so the actual cost is only revealed after a trial or sales conversation. For a five-person team, Portant Pro is $42/mo versus potentially hundreds per month on any of the per-seat tools on this list.

Does ChiliDocs support Google Docs templates?

No. ChiliDocs only works with Word (.docx) templates stored in HubSpot's File Manager. Teams using Google Docs for proposals, contracts, and presentations need to convert their templates to Word format and re-upload them before ChiliDocs can use them. Portant supports Google Docs, Google Slides, Microsoft Word, and PowerPoint templates natively — no conversion or migration required.

Does ChiliDocs include eSignatures?

No. ChiliDocs generates a merged document and sends it, but does not include built-in eSignature functionality. Teams using ChiliDocs need a separate eSign tool to complete the document workflow, adding cost and additional steps. Portant includes eSignatures on all paid plans as part of the same generate-approve-sign-store workflow inside HubSpot — no third-party signing tool required.

What is the best ChiliDocs alternative for small businesses?

Portant is the best ChiliDocs alternative for small businesses using HubSpot, because its free tier includes HubSpot integration and basic eSign, and paid plans start at a flat $42/month for the whole workspace rather than per seat. For small businesses that only need simple eSignatures on existing PDFs without document generation, Dropbox Sign or Signaturely are affordable options that cover signing at lower cost. HubSpot Quotes handles basic quoting at no additional cost if you're already on Sales Hub.