Portant vs Qwilr

Why HubSpot teams choose Portant over Qwilr

Qwilr creates beautiful web-based proposals — but in a proprietary editor, not the PDFs and signed contracts most teams actually need. Portant is HubSpot-native: use your own Google Docs or Word templates, generate real documents, and save everything as HubSpot records.

Portant and Qwilr comparison illustration

Key differences

Three reasons HubSpot teams switch

The gap between Portant and Qwilr isn’t about aesthetics. It’s about what kind of documents you deliver, where your templates live, and where your data ends up.

Real documents, not just web pages

Portant

Portant generates PDFs, Word files, Google Docs, Slides, and PowerPoint — the traditional document formats buyers expect for contracts, quotes, and agreements.

Qwilr

Qwilr produces interactive web pages delivered as URLs. Some buyers — especially in legal, finance, or procurement — require a downloadable PDF or signed document, not a link.

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 — no rebuild required.

Qwilr

Qwilr requires you to build every proposal inside its proprietary web editor. Your existing Word or Google Docs templates cannot be used — everything must be recreated from scratch.

Documents saved as HubSpot records

Portant

Every document Portant creates is saved back to HubSpot as its own record, linked to the deal, contact, or company. Track status, report on documents, and follow up without leaving the CRM.

Qwilr

Qwilr pages live in the Qwilr platform. Document status and analytics are visible inside Qwilr, requiring your team to switch out of HubSpot to check on sent proposals.

Feature comparison

Portant vs Qwilr, feature by feature

A direct comparison for HubSpot teams evaluating both tools.

Feature Portant Qwilr
HubSpot native integration Runs inside HubSpot as a certified app vs separate sync Certified app, all plans Business plan only ($35/user/mo); separate platform sync
Use your own templates Google Docs, Slides, Word, PowerPoint, PDF All formats supported Must rebuild in Qwilr’s proprietary web editor
Traditional document output (PDF / Word) Generates downloadable, attachable files PDF, Word, Google Docs, Slides Web pages (URLs) only; limited PDF export
eSignatures Built-in multi-signatory support Built-in, unlimited on paid plans Included on Business plan and above
Approval workflows Sequential approvals with one-click approve/reject All paid plans Not available
Documents as CRM records Every document saved as a HubSpot object Every document is a HubSpot record Pages stored in Qwilr’s platform
Conditional content logic Show/hide sections based on HubSpot data Full HubSpot-driven logic Limited conditional blocks within Qwilr editor
Automation triggers Trigger on deal stage, form submit, or workflow Native HubSpot workflow triggers Basic triggers via HubSpot integration
Flat pricing (not per-user) One price for the whole team $42/mo for full access $35/user/mo, costs scale with every seat
Document storage in HubSpot Saved directly to deal/contact records Attached to HubSpot records Stored in Qwilr cloud
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.

Grégory Fleurot

“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

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

Qwilr pricing for HubSpot teams

Qwilr Business (required for HubSpot integration) costs $35 per user per month, billed annually. Costs grow with every seat you add.

Team size Portant Team Qwilr Business
3 users $125/mo $105/mo
5 users $125/mo $175/mo
10 users $275/mo $350/mo
20 users $575/mo $700/mo

A 5-person team saves $600+ per year with Portant Team ($1,500/yr) vs Qwilr Business ($2,100/yr). At 10 users, that gap grows to over $900/year — plus Portant generates the traditional documents, PDFs, and signed files your buyers actually expect.

Why teams switch

Common reasons teams move from Qwilr to Portant

Buyers expect real documents

Qwilr sends a URL. Many buyers — especially in legal, finance, and enterprise procurement — require a signed PDF or a downloadable contract. Portant generates the actual document files your buyers ask for, in the formats they already accept.

Keep your existing templates

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

Full visibility in HubSpot

With Qwilr, document status and analytics live 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

Grégory 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 Qwilr to Portant for HubSpot teams.

Yes. Portant is a HubSpot-certified document automation app built to work inside HubSpot. Unlike Qwilr, Portant lets you use your own templates (Google Docs, Slides, Word, PowerPoint, PDF) and generates traditional documents — PDFs, contracts, and Word files — rather than web-based proposal pages. Every document is saved back to HubSpot as a record, so your team never has to leave the CRM.
Yes. Portant works with your existing Google Docs, Slides, Word, and PowerPoint templates. Qwilr requires you to build proposals inside its proprietary web editor — your existing documents cannot be used directly. With Portant, add HubSpot tags to your own templates and start generating documents immediately.
Portant Team costs $125/month flat for up to 5 users, billed annually. Qwilr Business costs $35 per user per month (billed annually). For a 5-person team, Qwilr costs $175/month versus Portant at $125/month — a saving of $600 per year. For a 10-person team the gap grows to over $900/year, and Portant generates traditional documents that your buyers can download and sign.
Portant generates traditional documents — PDFs, Word files, Google Docs, and Slides — that can be downloaded, attached to emails, or shared via link. Qwilr creates interactive web-based proposal pages delivered as URLs. Many buyers, especially in enterprise sales, legal, and finance, prefer or require a conventional PDF or signed document rather than a URL.
Yes. Portant includes built-in eSignatures with multi-signatory support, sequential or parallel signing, branded signing portals, and full audit trails on all paid plans. eSignatures apply to the same traditional PDF or document formats your team already uses.
Most teams set up their first Portant workflow in under 10 minutes. Install Portant from the HubSpot Marketplace, connect your existing Google or Microsoft templates, add HubSpot merge tags, and generate. Because you use your own templates there is no migration or rebuild process.

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