Portant vs Icertis
Icertis is enterprise CLM built for legal-led contract governance — with the implementation timeline and price tag to match. For HubSpot sales teams who need automated proposals, contracts, and documents today, Portant delivers the same outcome at a fraction of the cost and complexity.
Key differences
Icertis and Portant aren’t competing for the same buyer. Icertis is legal infrastructure. Portant is sales document automation built inside HubSpot.
Portant
Install from the HubSpot Marketplace, connect your Google Docs template, add HubSpot tags. Most teams generate their first document in under 10 minutes.
Icertis
Icertis implementations involve dedicated professional services, months of configuration, and significant IT resourcing. It is not a self-serve tool.
Portant
Portant is a HubSpot-certified app. Generate documents from deal data, route for approval, collect signatures, and save every document as a HubSpot record — without leaving the CRM.
Icertis
Icertis has no native HubSpot integration. It is built for enterprise ERP and Salesforce environments. Connecting to HubSpot requires custom API work.
Portant
Portant pricing is published and flat. Free tier available. Pro at $42/mo, Team at $125/mo for up to 5 users. No sales call required to get started.
Icertis
Icertis does not publish pricing. It is sold through an enterprise sales process with annual contract values typically in the six-figure range.
Feature comparison
A direct comparison for HubSpot teams evaluating both tools.
| Feature |
Portant
|
Icertis
|
|---|---|---|
| HubSpot native integration Certified app, runs inside HubSpot | Certified HubSpot app | No native HubSpot integration |
| Use your own templates Google Docs, Slides, Word, PowerPoint, PDF | All formats supported | CLM-managed clause libraries and templates |
| eSignatures Built-in multi-signatory support | Built-in, unlimited on paid plans | Available via integration (DocuSign, Adobe Sign) |
| Document generation from CRM data Auto-populate templates from HubSpot deals | Native HubSpot data merge | CLM is the system of record, not HubSpot |
| Approval workflows Sequential approvals with one-click approve/reject | All paid plans | Enterprise-grade multi-level approval workflows |
| Documents as HubSpot records Every document saved as a CRM object | Every document is a HubSpot record | Contracts stored in Icertis CLM |
| Self-serve setup No professional services required | Set up in minutes from HubSpot Marketplace | Requires months of professional services |
| Flat pricing (not per-user) One price for the whole team | From $42/mo, published pricing | Enterprise contract, no published pricing |
| Automation triggers Trigger on deal stage, form submit, or workflow | Native HubSpot workflow triggers | No native HubSpot triggers |
| Enterprise CLM governance Obligation tracking, compliance, clause libraries | Not a CLM platform | Full enterprise CLM capabilities |
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
Icertis pricing
Icertis does not publish pricing. It is an enterprise platform sold through a formal sales process, typically with annual contract values in the six-figure range, plus professional services for implementation. There is no free tier, no self-serve trial, and no monthly plan.
Portant starts at $0 with a free tier. Teams that need the full feature set start at $42/mo on Pro or $125/mo on Team for up to 5 users — no sales call required.
Why teams switch
Icertis requires a formal implementation engagement before any documents go out. Portant installs from the HubSpot Marketplace in minutes — connect your Google Docs template, add HubSpot tags, and your first document is ready.
Icertis uses a proprietary clause library and template system. Portant works with Google Docs and Word files your team already uses — add HubSpot tags and start generating immediately, no migration required.
Icertis is enterprise infrastructure for large organisations. Portant is priced for the actual team using it: flat rates from $42/mo, no per-user fees that scale out of control, and no six-figure commitment required.
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 Portant vs Icertis for HubSpot teams.
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