Portant vs Conga
Conga Composer is powerful document automation — for Salesforce. For HubSpot teams there’s no native integration, no Google Docs support, and a steep configuration curve. Portant delivers the same capability natively in HubSpot from $42/mo.
Key differences
The gap between Portant and Conga isn’t about features on a checklist. It’s about which CRM your team actually runs.
Portant
Purpose-built for HubSpot. Installed from the HubSpot App Marketplace. Data flows directly from HubSpot deal, company, and contact records into document templates — no middleware, no custom development.
Conga
Architected around Salesforce CRM. Its native integrations, data model, and workflow triggers are all Salesforce-first. Using Conga with HubSpot requires custom integration work not included in the platform.
Portant
Your templates live in Google Docs or Slides. Edit them the way you’d edit any Google file. No need to learn a proprietary template language or rebuild templates in a Salesforce-specific format.
Conga
Uses Word-based templates with Conga’s proprietary merge syntax and Salesforce-based template storage. Teams moving from Google Workspace need to rebuild their templates in an entirely different format.
Portant
Published pricing from free to $125/mo flat for your whole team. No configuration costs, no implementation fees, no modules to purchase separately.
Conga
Pricing starts at $39/user/mo for Composer alone. Adding CLM, CPQ, or Sign modules increases costs significantly. Enterprise implementations typically involve professional services fees on top of licensing.
Feature comparison
A direct comparison for HubSpot teams evaluating both tools.
| Feature |
Portant
|
Conga
|
|---|---|---|
| Google Docs / Slides templates Use existing Google Docs or Slides as templates | Fully supported | Word/Salesforce only |
| Native HubSpot integration Certified HubSpot App Marketplace integration | Certified app | Salesforce-native |
| HubSpot data merge (auto-fill) Auto-fill from HubSpot deal, contact, and company records | Native HubSpot data | Salesforce data only |
| E-signatures built-in Multi-signatory, sequential or parallel signing | Built-in, unlimited on paid plans | Conga Sign add-on |
| Approval workflows Sequential approvals with one-click approve/reject | All paid plans | Available |
| Transparent public pricing Pricing published openly on website | Full pricing page | Partial |
| Free tier available Use the product without a credit card | Free plan available | No free tier |
| Setup in minutes (not weeks) No admin or IT involvement required | Install and go | Requires admin/IT setup |
| Bulk document generation Generate documents in bulk from a list or workflow | Supported | Supported |
| SMB / mid-market friendly Accessible pricing and setup for smaller teams | Built for all team sizes | Complex for SMB |
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
Conga pricing for HubSpot teams
Conga Composer starts at approximately $39/user/mo for document generation alone. E-signatures (Conga Sign), CLM, and CPQ are separate modules, each with additional per-user costs. A team of 5 using Composer + Sign would pay $390+/mo in licensing before any implementation or professional services costs. Portant’s Team plan covers document generation, e-signatures, approvals, and HubSpot sync for your entire team at $125/mo flat.
Why teams switch
Conga’s entire architecture is built around Salesforce CRM. Teams using HubSpot found that integrating Conga required significant custom work — and even then, the experience was a workaround rather than a native integration. Portant was built for HubSpot from day one.
Teams with a library of Google Docs templates didn’t want to rebuild them in Conga’s Word-based, Salesforce-dependent format. Portant uses those Google Docs templates directly, with no migration or re-creation.
Starting with Composer at $39/user/mo looked reasonable — until teams added Sign, needed professional services for implementation, and discovered additional module costs. Portant’s all-inclusive flat-rate pricing avoids that sticker-shock expansion.
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 Conga to Portant for HubSpot teams.
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