Portant vs SignNow

Why HubSpot teams choose Portant over SignNow

SignNow collects signatures — but it can’t create the document or pull data from HubSpot. Portant generates documents from Google Docs templates using live HubSpot data, routes for approval, collects e-signatures, and syncs everything back to the deal record.

Portant and SignNow comparison illustration

Key differences

Three reasons HubSpot teams switch

The gap between Portant and SignNow isn’t just about features. It’s about where in the document workflow each tool actually starts.

Document creation vs signature collection

Portant

Portant creates the document from your Google Docs template with HubSpot data merged in automatically. The entire document is built before a signature is ever requested.

SignNow

SignNow uploads and signs only. There is no template engine or CRM data merge — you must create and fill the document before uploading it.

HubSpot-native workflow vs manual hand-off

Portant

Portant triggers from HubSpot workflows, stores documents as HubSpot records, and syncs signed status back to the deal automatically.

SignNow

SignNow connects to HubSpot for sending only. Documents are stored in SignNow, not HubSpot — reps must manually download and re-attach signed copies.

Flat team pricing vs per-seat tiers

Portant

Portant Team is $125/mo flat for 5 users, covering document generation, HubSpot data merge, e-signatures, approvals, and deal record sync.

SignNow

SignNow per-user pricing climbs fast. Business Cloud at $50/user can exceed Portant for a small team — and you still need a separate document creation tool on top.

Feature comparison

Portant vs SignNow, feature by feature

A direct comparison for HubSpot teams evaluating both tools.

Feature Portant SignNow
Google Docs / Slides templates Use your existing Google Docs as the source template First-class template format Must upload PDF or Word only
Native HubSpot integration Certified HubSpot app with full workflow triggers Certified HubSpot app Signature send only
HubSpot data merge (auto-fill) Automatically populate document fields from CRM data Full data merge from any HubSpot property No template engine or data merge
E-signatures built-in Collect legally binding signatures without a third-party tool Built-in, unlimited on paid plans Core product feature
Approval workflows Route documents for internal review before sending All paid plans Not available
Document tracking & analytics Track views, opens, and signature status in real time Full analytics in HubSpot records Basic status only
Bulk document generation Generate hundreds of documents in a single run Batch from HubSpot lists or workflows Not available
Docs stored as HubSpot records Every document saved directly to the CRM Auto-attached to deal, contact, or company Stored in SignNow only
Free tier available Ongoing free plan with no credit card required Permanent free plan Trial only, no free tier
Flat team pricing One price for the whole team, not per seat $125/mo for 5 users Per-seat pricing at every tier
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

SignNow pricing for HubSpot teams

SignNow Business costs $8 per user per month and Business Premium costs $15 per user per month, billed annually. A 5-seat team on Business Premium pays $75/mo — for signatures only. You still need a separate document creation tool on top. Portant Team at $125/mo covers document generation, HubSpot data merge, e-signatures, approvals, and deal record sync for your whole team.

Plan Price What’s included
SignNow Business $8/user/mo E-signatures only
SignNow Business Premium $15/user/mo E-signatures + advanced fields
SignNow Enterprise $30/user/mo E-signatures + SSO, no doc generation
Portant Pro $42/mo Doc generation + HubSpot merge + e-sigs + approvals
Portant Team (5 users) $125/mo Full workflow for the whole team, flat price

A 5-person team on SignNow Business Premium pays $75/mo for signatures only — plus the cost of a document creation tool. Portant Team covers the complete workflow for $125/mo flat.

Why teams switch

Common reasons teams move from SignNow to Portant

Needed the document built, not just signed

SignNow only handles the signature step — teams still had to create every document manually before uploading it. Portant generates the document from a Google Docs template with HubSpot data filled in automatically.

HubSpot deal data wasn’t making it into documents

Without a data merge step, reps were copying values from HubSpot by hand — causing errors and eating time. Portant pulls every property directly from the CRM into the document at generation time.

Documents needed to live in HubSpot, not SignNow

Signed documents were stored in SignNow and had to be manually downloaded and re-attached to deals. Portant auto-syncs every signed document back to the HubSpot record so nothing lives outside 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 SignNow to Portant for HubSpot teams.

No. SignNow is an e-signature platform only. It does not have a template engine or CRM data merge capability. You must create and format the document yourself before uploading it to SignNow for signing. Portant, by contrast, generates the document from a Google Docs or Slides template using live HubSpot data, then routes it for approval and signature automatically.
No. SignNow requires you to upload a completed PDF or Word document. It does not connect to Google Docs and cannot pull a template from Google Drive. Portant is built around Google Docs and Slides as first-class template formats, so your existing documents work immediately.
SignNow Business costs $8 per user per month and Business Premium costs $15 per user per month, billed annually. A 3-user team on Business Premium pays $45/mo — but that covers signatures only, so you still need a separate tool to create the documents. Portant Pro covers one user at $42/mo and includes document generation, HubSpot data merge, e-signatures, and approvals all in one.
Signed documents stay in SignNow’s cloud. To get them into HubSpot, you must manually download and re-attach them to the deal record. Portant automatically attaches every generated and signed document to the relevant HubSpot record, so your team never has to leave the CRM.
SignNow offers a limited trial period but no ongoing free tier. Portant has a permanent free plan that includes HubSpot integration, document workflows, and a single eSignature per document — so you can start without a credit card.
The core reason is that SignNow only handles the signing step. Teams still need to create the document, populate it with HubSpot data, and manually attach the signed copy back to the deal. Portant handles the entire workflow — generation, data merge, approval, signature, and CRM sync — without leaving HubSpot.

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