Portant vs SalesBricks
SalesBricks creates interactive, web-based quotes with dynamic pricing. Portant generates any document from Google Docs templates using HubSpot data — proposals, contracts, NDAs, and quotes — with built-in e-signatures and flat-rate pricing.
Key differences
Portant and SalesBricks solve different problems. Understanding where they diverge makes the choice straightforward.
Portant
Use your existing Google Docs and Slides as live templates. Generate any document type in your familiar branded format — proposals, contracts, NDAs, and more.
SalesBricks
Interactive web proposals with clickable pricing tables designed for buyer self-configuration — not Google Docs-based document generation.
Portant
Proposals, contracts, NDAs, SOWs, invoices — any document type from the same platform, all generated from your own templates with HubSpot data.
SalesBricks
Primarily interactive pricing proposals and CPQ — contracts, NDAs, and traditional document types are outside the core scope.
Portant
Free tier, Pro $42/mo, Team $125/mo — all pricing published on our website. No sales call required to understand your costs.
SalesBricks
No published pricing — you must contact the SalesBricks sales team to get a quote before you can evaluate budget fit.
Feature comparison
A direct comparison for HubSpot teams evaluating both tools.
| Feature |
Portant
|
SalesBricks
|
|---|---|---|
| Google Docs/Slides templates Use your own Google Docs as live templates | Core feature | Web-based interactive format only |
| Native HubSpot integration Direct connection to HubSpot CRM | Certified HubSpot app | HubSpot integration available |
| HubSpot data merge (auto-fill) Pull CRM fields into documents automatically | Full HubSpot data merge | HubSpot data used in interactive quotes |
| E-signatures built-in Multi-signatory support included | Built-in, included on all paid plans | Varies by plan — contact for details |
| All document types (not just quotes) Proposals, contracts, NDAs, SOWs and more | All document types supported | Quote and proposal focus primarily |
| Transparent public pricing Published pricing — no sales call needed | Pricing published at portant.co/pricing | No public pricing — contact sales required |
| Free tier available Start without a credit card | Free plan with 30 credits/month | No free tier — pricing on request |
| Approval workflows Internal review before sending | Full approval workflows on Team plan | Quote approval only |
| Bulk document generation Generate many documents in one workflow run | Batch generation supported | Per-deal interactive proposal model |
| Static PDF/Word output Downloadable files customers can sign and file | PDF and Word from Google Docs templates | Web-based interactive format |
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
SalesBricks pricing for HubSpot teams
SalesBricks doesn’t publish pricing — you must contact their sales team to get a quote. Portant publishes all pricing upfront: a free tier to get started, Pro at $42/mo (billed annually), and Team at $125/mo (billed annually, up to 5 users) — document generation, e-signatures, approvals, and HubSpot sync all included.
When building a software budget, knowing cost before a sales call matters. With Portant you can evaluate, start, and scale without ever speaking to sales.
Why teams switch
Customers prefer clean PDF proposals and contracts in the format they’re used to receiving and signing. When the deal is done, teams need a document they can file, send to legal, and countersign — not a web page.
After an interactive quote was accepted, teams still needed a separate tool for contracts and NDAs. Portant covers all document types in one workflow — from the first proposal to the signed agreement, without switching platforms.
Not knowing SalesBricks’ cost before a sales call was friction when building a software budget. Portant’s pricing is fully published — teams can evaluate, sign up, and start generating documents without a commercial conversation first.
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 SalesBricks for HubSpot teams.
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