Portant vs Better Proposals

Why HubSpot teams choose Portant over Better Proposals

Better Proposals makes polished proposals — but proposals are just one document type. Portant automates all of it: any document from your existing Google Docs templates, with HubSpot data auto-filled and e-signatures built in.

Portant and Better Proposals comparison illustration

Key differences

Three reasons HubSpot teams switch

The gap between Portant and Better Proposals isn’t about polish. It’s about which document types your team can actually automate.

All document types vs proposals only

Portant

Works with any document type — quotes, proposals, contracts, NDAs, statements of work, onboarding packs, and more. If you can build it in Google Docs or Slides, Portant can automate it.

Better Proposals

Designed exclusively for proposals. Contracts, NDAs, SOWs, and other document types fall outside what the platform does, leaving teams to manage those documents separately.

Google Docs stays your template vs proprietary editor

Portant

Your templates live in Google Docs or Slides. Your team edits them like any other Google file, with no re-training or migration required.

Better Proposals

Documents are built inside Better Proposals’ proprietary editor. Teams can’t use existing Google Docs templates and must rebuild their content from scratch in the platform.

No monthly limits vs proposal caps on lower plans

Portant

Document generation is unlimited on all paid plans. There are no caps on how many documents you create per month.

Better Proposals

The Starter plan limits you to 5 proposals per month. Growing teams quickly find themselves constrained and forced to upgrade.

Feature comparison

Portant vs Better Proposals, feature by feature

A direct comparison for HubSpot teams evaluating both tools.

Feature Portant Better Proposals
All document types (not just proposals) Contracts, NDAs, SOWs, invoices, and more Any document type Proposals only
Google Docs / Slides templates Use your existing Google files as templates Templates stay in Google Must rebuild in proprietary editor
Native HubSpot integration Available in HubSpot App Marketplace Certified app HubSpot Marketplace listing
HubSpot data merge (auto-fill) Pull contacts, deals, and properties into documents Full HubSpot data merge Two-way sync for contacts and deals
E-signatures built-in Multi-signatory support with audit trails Built-in, unlimited on paid plans Built-in on all plans
Approval workflows Sequential approvals with one-click approve/reject All paid plans Basic approval notifications
Bulk document generation Generate hundreds of documents in one run Supported on all paid plans Not available
Docs stored as HubSpot records Every document saved as its own HubSpot object Every document is a HubSpot record Status syncs back; docs stored in Better Proposals
Unlimited documents on paid plans No monthly generation caps No caps on paid plans Starter: 5 proposals/mo cap
Free tier available Start without a credit card Free plan with 30 credits/mo No free tier
Fully supported Partial / limited Not available

Why Portant

HubSpot-native document automation, end to end

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.

Create any document straight from HubSpot

Generate personalized quotes, contracts and proposals using Google Docs, Slides, Microsoft Word, PowerPoint and PDFs—directly in HubSpot.

Edwin van der Maas

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

Edwin van der Maas · Operations Lead, 2manydots

Generate any document from HubSpot

Personalize with HubSpot data, e-signatures & more

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.

Natalie Reeder

“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

Personalize with HubSpot data, e-signatures and more

Send, sign, and deliver with built-in approvals

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.

Grégory Fleurot

“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

Send, sign and deliver with approvals

Sync and track everything in HubSpot

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.

Megan Marohn

“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

Sync and track everything in HubSpot

Pricing

Simple, transparent pricing

Prices below are annual billing (same as the default on our pricing page). Open full pricing to switch monthly or compare every feature.

Free

For individuals getting started

$0 /month

30 credits/month · 1 user

Get started
  • 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

Try for free
  • 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

Try for free
  • 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

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

Better Proposals pricing for HubSpot teams

Better Proposals’ Starter plan is $19/mo for 1 user with a 5 proposals/month cap. The Premium plan at $49/mo covers 5 users with unlimited proposals. Enterprise is $99/mo for unlimited users. For teams that also need contracts, NDAs, and other document types on top of proposals, Better Proposals doesn’t cover those — adding a second tool significantly increases total cost. Portant handles all document types from $42/mo, with no monthly document caps.

Why teams switch

Common reasons teams move from Better Proposals to Portant

They needed more than proposals

Better Proposals covers the proposal step well. But once a deal moves forward, teams need contracts, SOWs, and onboarding documents — none of which Better Proposals handles. Portant automates all document types within the same HubSpot-native workflow.

Templates needed to stay in Google Docs

Teams with well-established Google Docs templates didn’t want to rebuild them in a proprietary proposal editor. Portant uses their existing Google Docs and Slides files directly, with no migration or re-creation required.

Monthly proposal limits slowed the team down

The Starter plan’s 5 proposals/month cap was a constant source of friction for growing teams. Portant imposes no monthly document generation limits on paid plans.

See why teams choose Portant.

Hear it directly from our many happy customers.

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

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

MB

Matthew B

Founder & Leadership, Upflowy

Meet the teams levelling up with Portant.

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

Hundreds of contracts go out in a few clicks. The signed ones come back in, and the rest are easy to spot.

GF

Grégory Fleurot

Director of HR & Operations, Innovative Language

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

FAQs

Frequently asked questions

Common questions about switching from Better Proposals to Portant for HubSpot teams.

No. Better Proposals is designed specifically for proposals. Contracts, NDAs, statements of work, and other document types are outside what the platform supports. Portant works with any document type you can build in Google Docs or Slides.
No. Better Proposals uses its own proprietary document editor. Your existing Google Docs templates cannot be imported or used directly. With Portant, your templates stay in Google Docs — no migration required.
Better Proposals Starter is $19/mo (1 user, 5 proposals/mo cap). Premium is $49/mo for 5 users. Portant’s Pro plan is $42/mo for up to 3 users and covers all document types — proposals, contracts, NDAs, and more — with no monthly document caps.
Yes. The Starter plan limits you to 5 proposals per month. The Premium plan ($49/mo) removes this limit. Portant has no monthly document generation limits on any paid plan.
Better Proposals syncs proposal status back to HubSpot deals but stores the actual documents within its own platform. With Portant, every generated and signed document is stored directly on the HubSpot deal or contact record.
Better Proposals handles proposals well but nothing else. When teams need contracts, NDAs, onboarding documents, or any other document type automated through HubSpot, Portant fills that gap — and many teams end up replacing Better Proposals with Portant for the whole workflow.

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