Review documents using the Review Block in HubSpot

A great tool 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 Block in HubSpot

How to review documents using the Review Block 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 has a review block, each time the workflow runs, the documents will be held at the Review block stage. You will be able to see this in the HubSpot here:

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 review the document, click the link within the CRM card, which will open the document in Google Docs or Slides. Then when you have reviewed it and made any changes, you can close the Google Doc/Slides window and click Actions > Approve like this:

When you click approve, 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.

Note 2: We now have new App cards available! You can also approve documents pending review directly from the new App card in the right-hand sidebar of HubSpot. To do this, simply click the "Generate/Actions" button and then select "Approve Draft."

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 [e-mail]