Portant vs Proposify
Proposify is a well-designed proposal tool — but it’s a standalone platform with a proprietary editor that requires rebuilding every template. Portant is built inside HubSpot. Use your own templates, documents save as HubSpot records, and your team never leaves the CRM.
Key differences
The gap between Portant and Proposify isn’t about features on a checklist. It’s about where your team works, where your data lives, and how fast you can start sending.
Portant
Portant runs natively inside HubSpot as a certified app. Generate, send, and track documents without switching tabs or platforms.
Proposify
Proposify is a separate platform that integrates with HubSpot — but that integration only unlocks on the Team plan ($49/user/mo quarterly or $41/user/mo annually). Teams on the Basic plan get no CRM connection at all.
Portant
Use your existing templates in Google Docs, Slides, Word, PowerPoint, or PDF. Your formatting, branding, and layout stay exactly as they are.
Proposify
Proposify requires you to rebuild every document inside their drag-and-drop editor. Your existing Google Docs or Word templates cannot be used directly — you start over in Proposify’s environment.
Portant
Every document Portant creates is saved back to HubSpot as its own record. Track status, report on documents, and follow up from within the CRM.
Proposify
Documents live inside Proposify. To see proposal status, your team has to leave HubSpot and check a separate dashboard in the Proposify platform.
Feature comparison
A direct comparison for HubSpot teams evaluating both tools.
| Feature |
Portant
|
Proposify
|
|---|---|---|
| HubSpot native integration Runs inside HubSpot as a certified app vs separate sync | Certified app | Team plan only ($41/user/mo annual) — not included on Basic |
| Use your own templates Google Docs, Slides, Word, PowerPoint, PDF | All formats supported | Must rebuild in Proposify’s drag-and-drop editor |
| Free plan available Start generating documents at no cost | Free tier with 30 credits/month | No free plan — paid from day one |
| eSignatures Built-in multi-signatory support | Built-in, unlimited on paid plans | Built-in on all paid plans |
| Approval workflows Sequential approvals with one-click approve/reject | All paid plans | Business plan only ($65/user/mo, 10-user minimum) |
| Documents as CRM records Every document saved as a HubSpot object | Every document is a HubSpot record | Documents stored in Proposify |
| Line item tables Dynamic tables from HubSpot line items | Dynamic tables from HubSpot | Pricing tables via Proposify editor only |
| Automation triggers Trigger on deal stage, form submit, or workflow | Native HubSpot workflow triggers | Limited triggers via HubSpot integration (Team plan+) |
| Flat pricing (not per-user) One price for the whole team | $125/mo for up to 5 users | $41/user/mo (annual), costs scale with every seat |
| Document storage in HubSpot Saved directly to deal/contact records | Attached to HubSpot records | Stored in Proposify cloud |
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
Proposify pricing for HubSpot teams
Proposify Team (required for HubSpot integration) costs $41 per user per month, billed annually. There is no free plan. Costs scale with every seat you add.
| Team size | Portant Team | Proposify Team |
|---|---|---|
| 3 users | $125/mo | $123/mo |
| 5 users | $125/mo | $205/mo |
| 10 users | $275/mo | $410/mo |
| 20 users | $575/mo | $820/mo |
A 5-person team saves $960+ per year with Portant Team ($1,500/yr) vs Proposify Team ($2,460/yr). And with Portant, there’s a free plan to get started—Proposify requires a paid subscription from day one.
Why teams switch
Switching to Proposify means rebuilding every proposal inside their proprietary editor from scratch. With Portant, bring your existing Google Docs, Slides, Word, or PowerPoint templates. Add HubSpot tags and start generating immediately — no rebuild required.
Proposify requires your team to work in two platforms — and HubSpot integration is locked behind the paid Team plan. Portant runs inside HubSpot, so your reps generate, send, and track documents without ever leaving the CRM, even on the free plan.
With Proposify, document and proposal data lives in a separate system. Portant saves every document as a HubSpot record, giving leadership full visibility into document status, timelines, and follow-ups — all inside the CRM your team already lives in.
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 Proposify to Portant for HubSpot teams.
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