Portant vs GetAccept

Why HubSpot teams choose Portant over GetAccept

GetAccept is a digital sales room with video messages, live chat, and buyer engagement tools. For teams who need fast document generation from HubSpot, Portant is purpose-built: native CRM integration, your own templates, every document saved as a HubSpot record.

Portant and GetAccept comparison illustration

Key differences

Three reasons HubSpot teams switch

The gap between Portant and GetAccept isn’t about features on a checklist. It’s about whether you need a sales room or a document engine — and where your data lives.

Pure document automation, not a sales room

Portant

Portant does one thing exceptionally well: generating and sending documents from HubSpot data. No video messages, no live chat — just fast, accurate document automation built inside the CRM.

GetAccept

GetAccept is a digital sales room: proposals, contracts, video messages, and buyer chat all bundled in one link. Teams that only need document generation pay for features they’ll never use.

Use your own templates, not a proprietary editor

Portant

Use your existing templates in Google Docs, Slides, Word, PowerPoint, or PDF. Your formatting, branding, and layout stay exactly as they are.

GetAccept

GetAccept has its own document editor. You cannot use native Google Docs or Word files as templates — every document must be built inside the GetAccept platform.

Flat team pricing vs expensive per-user tiers

Portant

Portant Team is $125/month for up to 5 users (billed annually). Add extra seats at $30/user. Your cost stays predictable as the team grows.

GetAccept

GetAccept Professional (the plan that includes HubSpot integration) costs $79/user/month billed annually, with a 5-user minimum — a floor of $395/month before you start.

Feature comparison

Portant vs GetAccept, feature by feature

A direct comparison for HubSpot teams evaluating both tools.

Feature Portant GetAccept
HubSpot native integration Runs inside HubSpot as a certified app vs separate sync Certified app, all plans Requires Professional plan ($79/user/mo, 5-user min)
Use your own templates Google Docs, Slides, Word, PowerPoint, PDF All formats supported Must rebuild in GetAccept’s own editor
eSignatures Built-in multi-signatory support Built-in, unlimited on paid plans Included on all plans
Flat team pricing One price for the whole team, not per-user $125/mo for up to 5 users $79/user/mo, costs scale with every seat
Documents saved as HubSpot records Every document saved as a HubSpot object Every document is a HubSpot record Documents live inside GetAccept’s platform
Line item tables from HubSpot Dynamic tables from HubSpot line items Dynamic tables from HubSpot Pricing tables via GetAccept editor only
Conditional content logic Show/hide sections based on HubSpot data Full HubSpot-driven logic Limited conditional blocks in editor
Automation triggers Trigger on deal stage, form submit, or workflow Native HubSpot workflow triggers Triggers via HubSpot integration on Professional+
Approval workflows Sequential approvals with one-click approve/reject All paid plans Professional plan and above
Video messages & buyer chat Embedded video and live chat in the document link Not part of Portant’s scope Core GetAccept feature
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.

GrΓ©gory Fleurot

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

GrΓ©gory 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

GetAccept pricing for HubSpot teams

GetAccept Professional (required for HubSpot integration) costs $79 per user per month, billed annually, with a minimum of 5 users. The eSign-only plan ($25/user/mo) does not include the HubSpot integration. Costs scale with every seat you add.

Team size Portant Team GetAccept Professional
3 users $125/mo $395/mo (5-user min)
5 users $125/mo $395/mo
10 users $275/mo $790/mo
20 users $575/mo $1,580/mo

A 5-person team saves $3,240+ per year with Portant Team ($1,500/yr) vs GetAccept Professional ($4,740/yr).

Why teams switch

Common reasons teams move from GetAccept to Portant

Keep your existing templates

Switching to GetAccept means rebuilding every document in their editor. With Portant, bring your existing Google Docs, Slides, Word, or PowerPoint templates. Add HubSpot tags and start generating immediately — no rebuild required.

Stop paying for features you don’t use

GetAccept bundles video messages, live chat, and buyer portals into every plan. If you just need documents from HubSpot, that overhead inflates the cost. Portant does document automation and does it well — at a fraction of the price.

Get full visibility in HubSpot

With GetAccept, document data lives in a separate platform. Portant saves every document as a HubSpot record, giving your team full visibility into document status, timelines, and follow-ups without ever leaving the CRM.

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

GrΓ©gory 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 GetAccept to Portant for HubSpot teams.

Yes. Portant is a HubSpot-certified document automation app built to work inside HubSpot, not as a separate digital sales room platform. Unlike GetAccept, Portant lets you use your own templates (Google Docs, Slides, Word, PowerPoint) and saves every document as a HubSpot record. For teams that need fast, accurate document generation from HubSpot, Portant is purpose-built for that workflow.
Yes. Portant works with your existing Google Docs, Slides, Word, and PowerPoint templates. GetAccept requires you to build documents inside its proprietary editor and does not support native Google Docs or Word files. With Portant, simply add HubSpot tags to your existing templates and start generating documents immediately.
Portant Team costs $125/month (flat rate for up to 5 users, billed annually). GetAccept Professional costs $79 per user per month, billed annually, with a 5-user minimum. For a 5-person team, GetAccept costs $395/month compared to Portant at $125/month—a savings of over $3,200 per year.
Yes. Portant includes built-in eSignatures with multi-signatory support, sequential or parallel signing, branded signing portals, and full audit trails. eSignatures are included on all paid plans at no additional per-signature cost.
GetAccept is a digital sales room platform that combines proposals, contracts, video messages, and live chat in one shareable link. It is designed for sales engagement and buyer experience. Portant is a pure document automation tool: it generates, personalizes, sends, and tracks documents entirely within HubSpot, using your own templates. Teams that want to engage buyers with video and chat choose GetAccept; teams that need fast, accurate document generation from their CRM choose Portant.
Most teams set up their first Portant workflow in under 10 minutes. Install Portant from the HubSpot Marketplace, connect your existing templates, add HubSpot tags, and generate. There is no lengthy migration because you bring your own Google Docs, Word, or PowerPoint templates rather than rebuilding them in a new editor.

Stop formatting,
start closing.

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