Fillable PDF

Creating a Portant automation with a Fillable PDF template is a fast and easy way to streamline document generation, allowing you to automatically populate fields with data from sources like Google Sheets or HubSpot — but remember, the PDF file needs to be editable and fillable for the automation to work properly.

In this guide, you’ll learn how to:

Set Up Your Portant Workflow with a Fillable PDF Template

Log in to your Portant account at app.portant.co and click +Add Workflow.

Click Advanced Templates and add a Fillable PDF template.

Select an existing template from your Google Drive (left-hand panel), or click Upload PDF file.

Once you select your template, Portant will prompt you to:

• Add a title for your workflow

• Choose a color

• Pick an icon

• Click Create

The Next step is to add a source to your workflow. Click +Add Source.

Then, select your preferred source (e.g. HubSpot, Google Sheets, Google Forms, etc.).

Once you've added your source to the automation, it will look like this:

Open the template in your workflow to customize it. Click the Copy button on the right-hand side of the source table, then paste the tag wherever you’d like it to appear in the document.

If you selected HubSpot as the source:

You can run the automation directly from within HubSpot. Simply go to your HubSpot object, click Generate/Actions, and select the Portant automation you'd like to run.

➡️ Learn more about our HubSpot integration: HubSpot Integration Guide

If you’re using other sources (e.g., Google Sheets, Google Forms): Run the automation directly from Portant by clicking the Automate button in the top right corner, then click Start.

➡️ Learn more about using these sources:

• Google Sheets as a Source

• Google Forms as a Source

Note: You can enhance your workflow by adding extra stages like:

• Email Block – to send documents via email

• Review Block – for document approval

• Signature Request – to request eSignatures

To do so, click the plus (+) icon after the template block to add these elements.

➡️ Learn more about these features:

• Send a Doc via Email

• Review Block

• eSignature Requests

• eSignatures with HubSpot

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].

Thanks,

Portant Team