Portant vs ChiliDocs
ChiliDocs pulls HubSpot data into Word templates. Portant covers more: Google Docs, Slides, and Word templates, built-in e-signatures, approval routing, and every document stored as a HubSpot record.
Key differences
The gap between Portant and ChiliDocs isn’t just about features on a checklist. It’s about template flexibility, workflow depth, and how much of the document lifecycle each tool actually covers.
Portant
Works with Google Docs, Google Slides, Microsoft Word, and PowerPoint templates. Teams use whichever format already matches their workflow, with no template migration required.
ChiliDocs
Supports Word (.docx) templates stored in the HubSpot File Manager only. Teams using Google Docs or Slides for their proposals, contracts, and presentations need to convert to Word format first.
Portant
Covers generate, approve, sign, deliver, and track — with every document stored as its own HubSpot record on the deal or contact, visible in the CRM timeline.
ChiliDocs
Generates a merged Word or PDF document and sends it. Approval workflows, built-in e-signatures, and document tracking as HubSpot CRM records are not part of the platform.
Portant
E-signatures are built into the platform. Recipients sign directly in the Portant workflow, and the signed document is automatically stored on the HubSpot deal record — no third-party signing tool needed.
ChiliDocs
Does not include e-signatures. Teams using ChiliDocs need a separate e-signature tool to complete the document workflow, adding cost and additional steps.
Feature comparison
A direct comparison for HubSpot teams evaluating both tools.
| Feature |
Portant
|
ChiliDocs
|
|---|---|---|
| Google Docs / Slides templates Use Google Docs and Slides as document templates | All formats supported | Word only |
| Native HubSpot integration Available on the HubSpot Marketplace | Certified app | HubSpot Marketplace app |
| HubSpot data merge (auto-fill) Merge deal, contact, and company data into documents | Full HubSpot data merge | Deal, company, and contact data |
| E-signatures built-in Collect signatures without a third-party tool | Built-in, unlimited on paid plans | Not available |
| Approval workflows Internal review and approval before sending | All paid plans | Not available |
| Document tracking & analytics Track views, status, and signatures | Full tracking as HubSpot records | Basic |
| Bulk document generation Generate multiple documents simultaneously | Bulk generation supported | Not available |
| Docs stored as HubSpot records Every document saved as a HubSpot object | Every document is a HubSpot record | Partial |
| Transparent public pricing Pricing listed publicly on the website | All plans publicly listed | Trial required |
| Free tier available Permanent free plan, not just a trial | Permanent free plan | 14-day trial only |
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
ChiliDocs pricing for HubSpot teams
ChiliDocs offers a 14-day free trial but does not publish ongoing pricing publicly — you’ll need to contact them or complete the trial to understand costs. Portant publishes all pricing on its website: free tier, Pro at $42/mo (up to 3 users), and Team at $125/mo for your whole team. All paid plans include document generation, e-signatures, approvals, and HubSpot record sync — no separate signing tool required.
Why teams switch
Teams already working in Google Docs didn’t want to convert their templates to Word format and move them into HubSpot’s File Manager. Portant uses Google Docs and Slides directly — no conversion, no migration.
After generating a document with ChiliDocs, teams still needed a separate e-signature tool to get it signed. Portant includes e-signatures in the same workflow — generate, sign, and store back in HubSpot without switching tools.
ChiliDocs generates and sends documents, but doesn’t support internal approval steps before a document goes to the customer. Portant’s approval routing lets the right person review and approve before any document is sent externally.
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 ChiliDocs to Portant for HubSpot teams.
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