Review and approve documents in HubSpot

A great option if you need to review and edit a document output before sending or saving

Did you know that you can review your documents using the Review Block directly from HubSpot? This is great for you to keep focused on your CRM without having to switch applications.

In this guide, we will cover:

1. How to review documents using the Review feature in HubSpot

How to review documents using the Review feature in HubSpot

In this article, we will jump straight to reviewing documents in HubSpot. However, if this is the first time you are creating a Review Block in Portant App, please, refer to this article.

When a workflow with a HubSpot source includes a review block, each time it runs, the generated documents will pause at the review stage. Then, you can review, edit and approve them directly within the HubSpot Modal, as shown below:

However, if you're not the designated approver—or prefer to review it later—you can simply close the modal.

To approve the document at a later time, just click the link in the AppCard again to reopen the modal. Alternatively, you can approve the draft directly from the AppCard located in the middle section of the HubSpot record.

Note: When the document is in the Review stage the status is "Draft". This status is also stored as a HubSpot Custom Property created by Portant.

To approve the document, click Actions in the AppCard:

When you click Approve Draft (or Approve from the HubSpot Modal), the document will move to the next stage of the process and be captured as approved in the Portant Output page, the document status, and the Activities section on the HubSpot deal page.

If you haven’t added the new App cards to your HubSpot yet, follow this quick guide to easily set them up.

Feedback and feature suggestions

We created Portant in 2021, and the feedback we have received since then has been very helpful and greatly appreciated. If you have any feedback, please feel free to send us an email at [email protected]