Portant Docs
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Portant Docs
Portant Docs
  • πŸ‘‹Welcome
  • 🟒Product Updates
  • 🌱Getting Started
    • How to Sign up
      • Sign-up without a Google account
    • Quickstart
    • Ask for Help
      • Support Tickets
      • Support Codes
      • Screenshots
      • Developer Console
      • 400 Error
      • Resolve: API developer key is invalid error
      • How to request a transfer of your Portant account
    • Templates
  • πŸ’«Personalise Documents
    • Adding Hyperlinks
    • Adding Images
    • Use custom tag names
    • Tag Formulas
      • Global tags
      • Tag Formulas
      • Tag IF Statements
    • Invalid Tags
    • Portant AI Content
    • Dynamic Google Sheets Charts
    • Tag Checker
    • Add online payment links
    • Add Stripe Payment Links to Your eSign Portal
  • 🌐Sources
    • Google Forms
      • Add formula fields to your Google Form workflow
      • {{tags}} for Google Forms
    • Google Sheets
      • Google Sheets Auto-create
      • How to source data from multiple Sheets
      • Saving Document Links to your Sheet
      • Data Grouping
    • HubSpot
      • How to install the Portant App in HubSpot
        • How to Add Portant App Cards to HubSpot
      • Create a Document in HubSpot
      • How to manage and select HubSpot Properties
        • Full list of available HubSpot Properties
      • Trigger HubSpot Workflows from Portant
      • Add a Portant Action to a HubSpot Workflow
      • How to view created documents in HubSpot
      • Add multiple line items into a single document
      • Add Deal Tags using Portant document statuses
      • Portant eSignatures + HubSpot
      • Review and approve documents in HubSpot
      • Generate Documents from any Custom Object in HubSpot
    • Zapier
    • Glide
    • Webhooks
      • Webhook Data Grouping
    • Xero
    • Copper
      • Installing the Copper integration
      • Create your first Copper workflow
      • Generating your first document from Copper
    • Typeform
    • Tally
  • πŸ“„Template Docs
    • Google Docs
    • Google Slides
    • Microsoft Word
    • Microsoft PowerPoint
    • Fillable PDF
  • πŸ’‘Use Cases
    • eSignatures Requests
    • Incident Report
    • Quarterly Business Reviews
    • Invoices
    • Convert Form Responses to PDFs
  • βœ’οΈeSignatures
    • Getting Started
    • Request Signatures (without a source)
    • Request Multiple Signatures
    • Customise Signature Request Email
    • Create Preview Links for Signature Requests
    • Resend signature requests
    • Cancel Signature
    • Add Audit to eSignatures
    • Request Info On Signing
    • eSigning Laws & Compliance
      • United States: E-SIGN Act and UETA βœ…
      • Canada: PIPEDA and Electronic Transactions Act βœ…
      • EU: eIDAS Regulation for Electronic Signatures βœ…
      • UK: eIDAS Regulation and Electronic Communications Act 2000 βœ…
      • Australia: Electronic Transactions Act (ETA) βœ…
      • New Zealand: Electronic Transactions Act (ETA) 2002 βœ…
      • Israel: Electronic Signature Law 2001
  • ⚑Automation
    • Workflow Filters
    • Re-run an automation
    • Review Block
    • Review and Approve Documents
    • Converting docs to different file types
      • Microsoft Word (.docx)
      • Microsoft Powerpoint
      • Create PDF outputs
      • Save an output as a Microsoft Excel file (.xlsx)
  • βœ‰οΈEmails
    • Share a Doc via Email
    • Email Tracking
    • Send from aliases
    • Send Outlook Emails
    • Customize Your Email Content with HTML Editing
  • πŸ“„Outputs
    • Customize Output File names
    • Auto-filing Output Files
    • Changing Output Folder
    • Search and filter your outputs
  • Deleting Outputs in Portant
  • 🎁Portant Add-ons
    • Data Merge
      • How to set-up a Google Sheets source
        • Data Merge Settings for Google Sheets sources
        • Automatically create documents
      • How to set-up a Google Forms source
        • Data Merge Settings for Google Forms
        • Automatically create documents
        • Edit Response and Pre-filled Response Links
      • Inserting Images
      • Advanced Settings
        • Editing tag names
        • Timezone, date and time format settings
        • Editing the Output Folder
        • Conditional logic for emails
        • Conditional Logic for Data Merges
        • Data Grouping in Portant Data Merge
    • Document Merge - Trello Power-up
  • πŸ‘₯Teams
    • Creating Your Team
    • Sharing Workflows
    • Creating Folders in the Workflows Tab
    • Managing team permissions
    • Whitelabeling eSign Portal
  • βš™οΈSettings
    • Change Language Settings
    • How to Set Up Your Account's Global Formatting Settings
  • Delete Multiple Workflows at Once
  • πŸ’³Billing
    • Update Billing
  • Developer
    • Build with Portant
  • πŸ’™Partners
    • Partner Program
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On this page
  • Portant Partners Program
  • How to Join
  • Partner Program Levels
  • Partner Benefits by Level
  • Revenue Sharing
  • Partner Resources
  • Help Clients Close Deals Faster
  • Apply Now

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  1. Partners

Partner Program

PreviousBuild with Portant

Last updated 1 day ago

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Portant Partners Program

A dedicated program for HubSpot solution partners and sales-focused agencies.

The Portant Partners Program is built for agencies and HubSpot partners helping clients automate sales documents and streamline revenue operations. Whether you're solving quote-to-cash or managing contract workflows, this program gives you the tools and incentives to grow your business while delivering real impact for your clients.


How to Join

Once enrolled we'll set you up with your own dedicated partner portal, you’ll be able to track referrals, access your unique referral link, marketing assets and start earning revenue share.

Any client you refer using your link, or any HubSpot instance you’re added to, will be automatically tracked for commission.


Partner Program Levels

The Portant Partners Program includes three levels:

Agency Partner

This is the first level and is granted automatically when you join with 1–5 referrals.

Platinum Partner

Unlocked once you reach 10 referrals. Includes co-marketing opportunities and early access to new features.

Diamond Partner

Reserved for partners with 25+ referrals. Offers premium benefits like feature collaboration, direct account support, and joint sales enablement.


Partner Benefits by Level

Benefit

Agency Partner

Platinum Partner

Diamond Partner

Revenue Share

20%

20%

20%

Promotional Materials

βœ…

βœ…

βœ…

Partner-Exclusive Features

βœ…

βœ…

βœ…

Client Management Portal

βœ…

βœ…

βœ…

Full Access to Premium Features

βœ…

βœ…

βœ…

Client Insights & Analytics

βœ…

βœ…

βœ…

Co-Marketing Activities

❌

βœ…

βœ…

Feature Collaboration

❌

❌

βœ…


Revenue Sharing

Portant Partners earn 20% lifetime commission for each paying customer they refer. You can start earning by:

  • Sharing your referral link from Partner Portal

  • Being added to a client’s HubSpot account and associated Portant instance

Referrals are automatically tracked and commissions are paid monthly.


Partner Resources

Partner Portal

Manage all your clients in one place, track commissions, and access partner-only updates and from the Portant team.

Product Previews & Betas

As a Platinum or Diamond Partner, you’ll get early access to Portant’s latest features - including automation tools, reporting features, and integrations.

Marketing Collateral

Access sales decks, feature explainers, and case study templates to help pitch Portant to new clients.

Co-Marketing Opportunities

Platinum and Diamond partners may be featured on our blog, in webinars, and across our social channels to boost your agency’s visibility.

Verified Partner Badge

Show off your partnership with an official Portant Partner badge on your website, proposals, or email signature.

Parnter Directory (Coming Soon)


Help Clients Close Deals Faster

Quote-to-Cash Automation

Help your clients reduce friction across the sales cycle - from quote generation to final signature - all within HubSpot + Google Docs.

Contract Lifecycle Management

Automate approvals, versions, and storage with our fully integrated CLM solution, purpose-built for revenue teams.

Workflows Without the Busywork

Kill manual admin and give your clients time back to focus on closing deals and driving growth.


Apply Now

You can join the Portant Partners Program by visiting

You'll also be featured on our public-facing directory where Partners can be listed for inbound client requests and referral opportunities. Visit .

Join a growing network of consultants, agencies, and HubSpot experts who are scaling with Portant.

πŸ’™
portant.co/partner-program
portant.co/partners
Apply here β†’