Blog

How to Automate Quotes and Proposals in HubSpot: A Step-by-Step Guide

Manual quotes and proposals slow down deals and hurt close rates. This step-by-step guide shows you how to automate quotes in HubSpot—using native tools or Portant integration—to speed up sales cycles, standardize documents, and eliminate errors. Perfect for scaling revenue teams.

June 16, 2025

How to Automate Quotes and Proposals in HubSpot: A Step-by-Step Guide

June 16, 2025

How to Bring Structure to Sales Pipelines Using Deal Stage Progression Triggers in HubSpot

Tired of messy pipelines and missed forecasts? This guide shows you how to bring structure to your HubSpot sales pipeline using Deal Stage Progression Triggers. Learn how to enforce criteria, automate tasks, surface playbooks, and flag stuck deals—so your team moves faster, stays focused, and closes more deals.

June 16, 2025

How to Do Lead Scoring for MQL Handoff: A Practical Guide

Struggling with unqualified leads wasting your sales team’s time? This practical guide shows you how to implement simple, effective lead scoring in HubSpot—starting with firmographic data—to improve MQL handoff and boost conversion rates. Learn how to set up and refine your model so only high-fit leads reach sales.

June 16, 2025

How to Implement Closed Lost Reason Tagging in HubSpot: A Step-by-Step Guide

Learn how to implement Closed Lost Reason tagging in HubSpot to improve lead quality, align Sales and Marketing, and make smarter pipeline decisions. This step-by-step guide walks you through setting up dropdown reasons, collecting open-text context, making fields mandatory, and leveraging reports and AI insights for better deal analysis.

Portant named one of HubSpot’s Essential Apps for 2025

If you're tired of wasting hours pulling together client docs, reports, or proposals, this is worth a read. Portant just got named one of HubSpot’s Essential Apps for 2025, and it’s changing the way revenue teams work. Here's why that matters for you.

Best Delivery Service Agreement Template - Free Download (PDF | Word)

Need a delivery service agreement template? Download our free, customizable version to set clear delivery terms and protect your business.

What is an Invoice Payment, and How Does it Work

In this article, we will go into details of how invoice payments work and discover tips for timely settlements. See how Portant can simplify your invoicing, solve payment issues, and improve efficiency for smoother cash flow and better business management.

What is an Itemized Invoice, and When to Use It

Unlock the secrets of itemized invoices with our guide! Learn how to create clear, detailed invoices that boost transparency and accuracy in our guide. Discover how Portant’s itemized invoice template simplifys billing, saves time, and enhances professionalism.

Software Development Contract: Guide and Template

This guide explains the essentials of a software development contract, covering key elements, types, and challenges. Learn how a well-crafted contract ensures clarity, protects your business, and how Portant's tools streamline the entire process, from drafting using a software development contract template to signing.

How to Create a Graphic Design Contract: Fast and Professionally

Learn how to quickly create a professional graphic design contract that protects your work, ensures timely payment, and enhances client relationships. Explore key elements, contract types, and tips to streamline your process, benefiting your business by reducing disputes and boosting credibility.

Addressing Contract Management Challenges with Advanced Software Solutions

In this guide, you will discover how to overcome contract management challenges like inefficiencies and noncompliance, and explore how advanced software solutions can enhance your business operations and reduce risks.

What is a Consignment Agreement: A Complete Guide

In this guide, you'll discover how consignment agreements benefit both parties by outlining clear roles, reducing risks, and ensuring fair profit sharing for successful partnerships.

20 Invoice Problems and Solutions for Striving Businesses

In this guide, you will learn about 20 common invoice problems businesses face and discover practical solutions to streamline your invoicing process, improve cash flow, and enhance financial management.

When Do Businesses Need a Retainer Invoice

In this article, you will learn about retainer invoices, their advantages, and how they differ from standard invoices. Discover when to use them and how to automate the invoicing process with tools like Portant to improve cash flow and efficiency, making it essential for service-based businesses like law firms and consultancies.

Invoice Management: What is it, Benefits, and How to Implement It in 2024

This article covers the benefits of invoice management, its evolution in 2024, and how to implement it. Learn how automation improves accuracy, saves time, and enhances cash flow with tools like Portant.

What is an Enforceable Contract? Definition, Elements and Creation Guide

In this guide, you'll learn how to create legally binding agreements, whether traditional or digital, and ensure they meet all legal requirements. The guide also introduces Portant’s tools for streamlining contract creation, making it easier to craft enforceable contracts with pre-built templates and e-signature functionality.

What is a Standardized Contract?

Standardizing contracts can save time and ensure consistency across your business. Using our contract management solutions helps simplify this process with customizable templates and automated workflows. This article will guide you through standardizing your contracts to streamline operations and maintain compliance effortlessly.

July 10, 2024

How to Request Payments Using Google Forms: A Comprehensive Guide

Learn how to request Google Form payments using Portant and other tools efficiently. This guide covers integrating Stripe, PayPal, and Zapier to transform your Google Forms into powerful payment collection systems, enhancing your business operations and customer experience.

How to Send a Contract via Email for Digital Signing

Sending contracts via email for digital signing can become a time-consuming task, especially when it needs to be done repeatedly. A clever way to improve this process is by automating it using an online contract management solution that includes email sending and digital signing features. This article will help you with the process so you don't have to complete this task manually.

What is Contract Management and How To Improve the Process

If you handle contracts, knowing the key stages and benefits is essential for efficiency. This guide covers everything you need to improve and modernize your contract management process.

How to Write a Freelance Contract: What Must You Include?

As a freelancer, it is important to ensure security between the work agreed upon and the compensation. In this guide, we discuss when we need freelance contracts, issues if they are not created, and more.

Contract for Services: What is it, When Do You Need One, and Things to Include

If your company offers services, you must know what a service contract entails and when you need to create one. This guide will share just that and more to simplify service contract creation.

Invoice Ninja Alternative - The No Looking Back Solution

If you are in the market for an Invoice Ninja alternative then make sure to take advantage of Portant, offering advanced invoicing features that enable you to create and send invoices in minutes.

Invoice2go Alternative - The Simple and Efficient Solution

What does Invoice2go offer with its invoicing capabilities, and is Portant the top contender to match its features and even offer more? In this comparison guide we will go through features, pricing, and more.

5 Best Invoicing Software for Small Businesses in 2025

Unlock the power of invoicing with our 2024 guide! Learn the details for the top software picks like Portant, Freshbooks, Xero, Zoho Invoice, and Invoice Ninja. Creating, and sending invoices has never been easier with such advanced invoicing software options in the market.

Best Invoicing Software for Freelancers in 2024

Successful freelance businesses use the best tools in the market to improve their business operations, and so do you if you want to scale your business. Discover the top invoicing software for freelancers! Learn about Portant, Freshbooks, and Zoho Invoice, their features, pros, and cons.

What is an Employment Contract: Everything You Need to Know

Discover the ins and outs of employment contracts in our expert guide. Learn about types, essential components, and handy drafting tips. Automate the process with Portant to create effortless contracts and save yourself resources in the long run.

What is a Service Contract, How to Draft One, and Types

In industries that provide services, it's essential to understand the basics of service contracts. This involves learning about the components of a service contract, how to create one tailored to your specific requirements, understanding different types to determine which suits your needs best, and recognizing the advantages they offer.

6 Vital Elements of a Contract

Learn what the 6 most important elements of a contract are, and how it is enforced. If you are a business owner, you need to know the basics of a business contract.

Contractual Obligation Explained: All You Need to Know

Get educated on contractual obligations so you know what to expect from a contract agreement. Our guide includes some examples to give you an idea of what each entails and serves in the business world.

Rental Invoice Template: Free and Automated Solution for Landlords

In this guide, you will learn how to create a rental invoice using a free Google Sheets invoice template so you can save time creating one from scratch and invoice your customers correctly and professionally. We also included some rental invoicing tips to help you leave a good impression as a landlord.

How to Invoice as a Consultant: Tips & Free Consulting Invoice Template

This resource will guide you through the process of writing a consulting invoice using the best invoicing practices and templates. You will also understand the importance of sending out professional consulting invoices to your clients and how to charge for consulting services.

Logo Design Invoice Template: How to Invoice Your Clients as a Logo Designer

In this guide, you will learn what elements to include in your logo design invoice template, how to customize it, when to send your invoice and more.

How to Create a Marketing Invoice: Template and Tips for Faster Payment

Boost customer success with marketing invoices! Learn why, how, and when to send them, plus use our suggested FREE invoice-creating solution to kickstart your game.

How to Write a Business Contract in 10 Easy Steps

Our business contract creation guide makes crafting a solid business contract easy! Check out our ten simple steps to create your next business contract. Discover best practices and snag a FREE contract creation solution.

Document Automation: All You Need to Know

A complete overview of document automation with the help of a few of our favorite TV and film characters.

The Best 11 Google Docs Add-ons To Create Better Docs

To take Google Docs to the next level you have to make sure it's partnered with some killer Add-ons that help you create better docs. Here are the 11 best add-ons for Google Docs

How to Save Time Working Remotely

If remote work has not been as satisfying and time-efficient as you expected it to be, this article will teach you 6 easy things you can do today to start freeing up more time for yourself while still being highly productive as a remote worker.

Introducing our Google Docs Add-on

Google workplace users will have the ability to work smarter and faster by bringing the power of automation to their Google documents.

How to solve the Google Authorization Error

Learn the two quick and easy ways to fix the Google Authorization is Required error message when you run add-ons on Google docs and Google Slides.

How to Invoice as a Freelancer: Things You MUST Include & Free Template

As a freelancer, you need to invoice your client continuously. This post will teach you how to invoice as a freelancer for the first time. Download the free freelance invoice template and save yourself time with your invoicing process.

How To Write an Invoice in a Professional Way & Free Invoice Template to Get Started

If you run a business, getting paid on time is essential for growing your business and paying your expenses accordingly. Use our free invoice template and get started right away with implementing our invoicing tips.

What is a Sales Invoice and How to Create One

Issuing Sales Invoices for the products or services sold is vital in keeping a positive cash flow. In our post, you will learn everything about a sales invoice and share a free template to help you get started in no time.

How to Write an Invoice Email: Free Invoice Email Template

When sending sales invoices to your client, getting paid on time is critical in running a successful business. You must draft an invoice email that gets your invoice paid promptly, ensuring that clients respect your invoice due date.

Invoice vs. Receipt: The Detailed Difference You Need to Know

Recording financials accordingly is an important part of running a business, so when issuing financial documents, it's always a good practice to know the difference between an invoice and a receipt.

What is a Proforma Invoice? When and Why Use It?

Find out what is a proforma invoice, why and when to use it, and the difference between proforma invoices and regular invoices. Discover what information a proforma contains and more in our proforma invoice guide.

What is an Invoice Number? Invoice Numbering Guide

This blog post offers a comprehensive guide on what an invoice number is, why it's essential, and how to generate unique ones efficiently. It emphasizes the importance of keeping billing organized and provides practical tips for generating invoice numbers.

Quote vs. Invoice: What are The Key Differences?

As a business owner or freelancer, it is important to know what a quote and invoice represent, and during what phase of the sales process they should be used.

How To Create an Invoice With Deposit

This blog post covers everything you need to know about creating an invoice with a deposit. It outlines the different types of deposits and the benefits of using them, as well as providing step-by-step instructions on how to create an invoice with a deposit. Whether you're a small business owner or a freelancer, this guide can help you streamline your invoicing process and ensure you get paid promptly.

Plumber's Invoicing Guide: Free Plumbing Invoice Template Included

As a plumbing business or professional, it's crucial to create and send plumbing invoices to your customers to get paid in time for your plumbing services. Learn how to create a professional plumbing invoice using our free plumbing invoice.

What is Progress Invoicing and How Does it Work?

Invoicing can be time-consuming and complicated, especially when dealing with larger projects. Progress invoicing can help streamline this process by breaking the project into smaller milestones and invoicing for each one. Learn how progress invoicing works, its benefits, and best practices to implement.

How to Create an Invoice in Xero

In this blog post, we explore the process of creating an invoice in Xero, a popular accounting software, and its seamless integration with Portant for effective billing management. Our step-by-step guide provides clear instructions on how to streamline your invoicing workflow.

How to Send an Invoice that Will Get Paid Faster

The blog post covers the essential tips and best practices for sending invoices that get paid faster. It offers a comprehensive guide that helps you streamline your invoicing process and get paid on time.

Statement vs. Invoice: What's the Difference?

In our blog post, "Statement vs. Invoice: What's the Difference," we provide a clear explanation to help you understand the distinction between statements and invoices. Say goodbye to confusion and gain clarity on these important financial documents.

How to Write a Past Due Invoice Email and Free Templates to Use

Our blog post provides valuable information on writing a past due invoice email. It offers tips to make your message professional and effective, along with free templates to use. If you need to send a past due invoice email, this post is a must-read.

Invoice Vs. Purchase Order: Key Differences That Matter

This blog post discusses the key differences between an invoice and purchase order, including their roles and impact on cash flow. It provides a comprehensive guide to understanding the two terms and their significance for businesses.

What is a Contractual Agreement and How to Create One?

Gain insights into the meaning of contractual agreements, their vital components, various types, and valuable tips for crafting your own effective contractual agreement.

What is an Electronic Invoice? Free E-invoice Template Included

In this blog post, we delve into the world of electronic invoices, uncovering their significance and potential. We provide a comprehensive understanding of what electronic invoices are, highlighting their benefits and challenges. Moreover, we guide you toward the perfect solution for effortlessly creating seamless e-invoices.

What is an Invoice: Everything You Need to Know

In this blog post, you will unravel the concept of invoices, learn about their various types, and gain valuable tips on effective invoicing. Additionally, we introduce our efficient solution that enables you to easily create and send invoices, streamlining your invoicing process for greater efficiency.

Invoice Vs Bill Guide: Understanding Their Key Differences

Navigate the distinction between invoices and bills, master customer presentations for each of the documents, and streamline invoice creation through our workflow for seamless transactions.

How To Write an Invoice for Services Rendered

Discover the art of crafting effective service invoices in a few simple steps. Our comprehensive guide will help you start your invoice for services creation process with confidence. Say goodbye to service invoicing uncertainties!

What is an Electronic Contract: Guide and Free Contract Template

In our comprehensive blog post, explore the concept of electronic contracts. Discover their various use cases, advantages, and gain valuable insights on creating your own digital agreements. Streamline your contract management process with ease and efficiency.

How to Make a Contract: Step-by-Step Guide

Explore vital contract fundamentals in our blog post. Learn about contract types, legality, binding factors, and DIY creation. Enhance your contract expertise to tackle diverse situations confidently.

Why are Contracts Important in Running Your Business: Top 9 Reasons

In this post, we will delve into the crucial role of contracts and how to compose your debut agreement using our platform effortlessly. Streamline contract creation now.

Understanding the Different Types of Employment Contracts

This post details different types of employment contracts to ensure that your business operations run efficiently.

How to Charge Late Fees for Invoices

In this post, we will share how you should charge late fees for invoices to avoid financially risking your business. We will also show you tips on how to handle late fees for invoices.

Tackling Outstanding Invoices: The Ultimate Guide

The impact of outstanding invoices in order to run a successful business is critical. That's why we created the ultimate guide on how to handle outstanding invoices.

Navigating the Business Landscape: Proposal vs. Contract

This post will explain the difference between a proposal and a contract in detail, so you have a better understanding of both these business documents.

How to Create a Graphic Design Freelance Invoice and Free Invoice Template to Get Started

This guide will walk you through the steps of creating a graphic design freelance invoice template in the most convenient way possible, so you save yourself time and resources.

What is a PO Number and How to Create One?

In this post, you will discover the significance of a PO number in the business world and learn how to generate one for each invoice you send to customers.

How to Create a Digital Signature and Sign Documents

In this post, we will uncover the top ways you can create a digital signature in an easy and time-efficient way. We also provided step-by-step guides for each of the ways suggested in the article so you can put the knowledge into practice right away.

SaaS Contract Management: What You Need to Know

In this post, we will go into the details of SaaS contract management: what it is, its benefits, the lifecycle and its role, so you have a better understanding of this document.

Defining the Difference Between a Contract vs. Agreement

In this post, we will show contract vs. agreement differences and their legal implications. We also included an easy document creation solution for your needs.

How to Invoice as a Contractor: Avoid Independent Contractor Invoicing Mistakes

In this post, we will go into the details of what information your contract invoice needs to have and vital mistakes to avoid in order to create an error-free contract invoice for your first time.

What is Contract Lifecycle Management: CLM Stages Explained

In this post, we will explain what contract lifecycle management is, its advantages and disadvantages, how it compares with the manual process of creating the document and the stages of the CLM process. To help you get started we also show you how to automate the CLM process.

Hourly Invoice Template - Automated and Free to Use

In this post, we share the importance of an hourly invoice, its difference from flat rate, how is it calculated, and what elements you need to include. We also include an hourly invoice template solution and its benefits so you can get started immediately after you understand other points covered in the article.

Web Design Invoice Template - Free to Download and Use

This blog post dives into the importance of sending professional invoices, explores various web design invoice types, and provides a step-by-step guide on creating the perfect invoice.

Sign Contracts Online: The Ultimate How-to Guide

This ultimate guide explores the whole process of how to sign contracts online, and signing documents using electronic signatures, so you can simplify and automate your online contract signing process.

Cleaning Service Invoice - Free Template & Creation Guide

This guide explains the key elements of a cleaning service invoice, including business and client information, pricing, payment terms, and more. To make your invoicing process even easier, a free cleaning service invoice template from Portant is provided.

Contract Automation - Ultimate Guide and Software Solution

This guide dives into what contract automation is, how it works, and why businesses should embrace it. Discover the benefits, including increased efficiency, reduced errors, and enhanced productivity. We also provide essential questions to consider when selecting the right contract management software.

Contract Signatory: What is it and How to Set it Up

Our contract signatory resource guides you on setting up the signing process, explains the differences between contract signatory types, and the criteria that need fulfilling to sign contracts.

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