Portant vs Agiloft
Agiloft is highly configurable CLM — but setup takes weeks, there’s no native HubSpot integration, and per-seat pricing adds up fast. Portant connects directly to HubSpot, uses Google Docs templates your team already has, and gets sales teams generating documents from day one.
Key differences
The gap between Portant and Agiloft isn’t just about features. It’s about where your team works, how quickly you can start, and whether your CRM is actually connected.
Portant
Portant is in the HubSpot App Marketplace as a certified app. Deal and contact data flows into documents automatically — no custom integration required.
Agiloft
Agiloft is native to Salesforce. Connecting to HubSpot requires custom API integration work that is not included in the platform.
Portant
Install Portant, connect your Google Docs templates, and your team is generating documents the same day. No professional services engagement needed.
Agiloft
Agiloft’s extreme configurability means most deployments require weeks of setup — configuring workflows, approval trees, contract types, and user roles before anyone generates a document.
Portant
Portant handles proposals, quotes, contracts, NDAs, and SOWs equally — any document type from any Google Docs or Microsoft template.
Agiloft
Agiloft is optimised for contract lifecycle management — drafting, clause libraries, and obligation tracking. Proposals and quotes are not the primary use case.
Feature comparison
A direct comparison for HubSpot teams evaluating both tools.
| Feature |
Portant
|
Agiloft
|
|---|---|---|
| Google Docs / Slides templates Use existing Google Workspace templates directly | All formats supported | Own editor only |
| Native HubSpot integration Runs inside HubSpot as a certified app | Certified HubSpot app | Salesforce-native; HubSpot not supported |
| HubSpot data merge (auto-fill) Populate documents from deal and contact fields | Automatic from HubSpot records | Custom development required |
| E-signatures built-in Multi-signatory support, no add-on required | Built-in, unlimited on paid plans | Add-on or third-party integration |
| Approval workflows Sequential approvals with one-click approve/reject | All paid plans | Configurable (requires setup) |
| Transparent public pricing Published prices without a sales call | Full pricing at portant.co/pricing | Partial; enterprise pricing on request |
| Free tier available Start without a credit card | Free plan, no card required | Free edition (3 users, limited) |
| Setup in minutes (not weeks) Generating documents same day as install | Operational same day | Weeks of configuration typical |
| All document types (proposals, quotes) Not limited to contracts | Proposals, quotes, contracts, NDAs, SOWs | Contract-focused CLM |
| Bulk document generation Generate hundreds of documents from a single workflow | Bulk generation built-in | Not a supported workflow |
Why Portant
Portant is the HubSpot-certified document app: generate, personalize, send, sign, and store quotes, proposals, and contracts from your own Google and Microsoft templates, with every document written back to the CRM as a real record.
Generate personalized quotes, contracts and proposals using Google Docs, Slides, Microsoft Word, PowerPoint and PDFs—directly in HubSpot.
“With Portant, I run documents directly from HubSpot. No jumping between platforms. No copying data.”
Edwin van der Maas · Operations Lead, 2manydots
Design fully customized documents using any HubSpot data and line items, plus AI content, e-signatures, and Stripe payment links, all aligned with your brand.
“At RepCard, Portant gave us an end-to-end automated workflow inside HubSpot, we replaced manual agreement creation at scale.”
Natalie Reeder · Revenue Operations, RepCard
Create workflows that send, sign and save your documents automatically. Add a human in the loop and a review step for approvals and better team collaboration.
“Hundreds of contracts go out in a few clicks. The signed ones come back in, and the rest are easy to spot.”
Grégory Fleurot · Director of HR & Operations, Innovative Language
Every document gets its own HubSpot record with full status and history. Build reports to track views, status, and signatures in real time. Automatically sync files to Google Drive or OneDrive.
“When the executive team asks for an extension document, Portant gets it to them in about an hour, it’s empowered my whole team.”
Megan Marohn · Operations, Boomerang Capital
Pricing
Prices below are annual billing (same as the default on our pricing page). Open full pricing to switch monthly or compare every feature.
For individuals getting started
30 credits/month · 1 user
Get startedFor professionals who need more
billed annually
2,000 credits/month · 1 user
Try for freeFor teams sharing workflows
billed annually
5,000 credits/month · 5 users
Try for freeAdvanced security and support
Tailored to your needs
Contact sales
Agiloft pricing for HubSpot teams
Agiloft offers a free edition limited to 3 users with restricted functionality, then Professional at approximately $65 per user per month. A 5-person team costs around $325/mo — before any custom HubSpot integration work, which is not included in the platform. Portant Team is $125/mo flat for the whole team, with native HubSpot integration included from day one.
| Team size | Portant Team | Agiloft Professional |
|---|---|---|
| 3 users | $125/mo | ~$195/mo |
| 5 users | $125/mo | ~$325/mo |
| 10 users | $275/mo | ~$650/mo |
| 20 users | $575/mo | ~$1,300/mo |
Agiloft pricing above excludes custom HubSpot integration work. A 5-person Portant Team ($1,500/yr) vs Agiloft Professional (~$3,900/yr) saves over $2,400 per year — before factoring in integration costs.
Why teams switch
Agiloft is built around Salesforce. Teams running HubSpot need custom API development to connect the two — work that is not included in the platform and adds cost before a single document is generated. Portant connects to HubSpot out of the box.
Agiloft’s flexibility is its selling point, but it comes with real setup time. Sales teams often spend weeks configuring workflows, contract types, and approval trees before going live. Portant is operational the same day you install it.
Teams that need to send proposals, quotes, and contracts quickly from HubSpot data don’t need a full contract lifecycle platform. Portant is purpose-built for exactly that — any document type, from Google Docs templates, triggered by HubSpot deals.
Hear it directly from our many happy customers.
3,000+
App installs on the HubSpot Marketplace
4.9/5
Average review on G2, an independent review site
40K+
Teams have switched to Portant
We’re seeing higher average closed revenue with Portant and faster days to close, it’s showing us a material impact on sales velocity.
FAQs
Common questions about switching from Agiloft to Portant for HubSpot teams.
We compared 10 Agiloft alternatives for HubSpot sales teams — from native document automation to lightweight eSign. Honest pros, cons, pricing, and G2 ratings for each.
Read article Compare Portant · 15 min readAlong is a digital sales room, not a document tool. We compared 10 Along alternatives for HubSpot teams who need automated proposals, contracts, and eSignatures.
Read article Compare Portant · 15 min readWe compared 10 Better Proposals alternatives for HubSpot teams — from HubSpot-native doc automation to eSign-only tools. Honest pros, cons, pricing, and G2 ratings.
Read article
Install on HubSpot