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HubSpot

Install the Portant app in HubSpot Add Portant app cards to HubSpot Create a document in HubSpot Manage and select HubSpot properties Full list of HubSpot properties Trigger HubSpot workflows from Portant Add a Portant action to a HubSpot workflow View created documents in HubSpot Add multiple line items into a single document Add deal tags using Portant document statuses Portant eSignatures and HubSpot Review and approve documents in HubSpot Capture data back to HubSpot Generate documents from any custom object

Google Sheets

Auto-create from Google Sheets Source data from multiple sheets Save document links back to your sheet Group rows into one document

Google Forms

Add formula fields to your form workflow Tags for Google Forms

Webhooks

Group webhook events into one document

Templates

Microsoft PowerPoint

Build

Tags

Custom tag names Tag formulas Tag if statements Global tags Invalid tags Tag checker Hyperlink tags Image tags Dynamic Google Sheets charts

Line items and tables

Repeating tables Sort and order rows Group rows into one document

Conditional logic

Conditional logic for documents Conditional logic for emails

AI

Example prompts Dynamic proposal step-by-step

Send and sign

Email

Share a doc via email Email tracking Email drafts Send from aliases Send Outlook emails Customise email content with HTML

eSignatures

Get started with eSignatures eSignature requests Request signatures without a source Manual PDF upload signature request Request multiple signatures Customise the request email Preview links Resend signature requests Cancel a signature request Signature link expiry Add an audit trail Request info on signing

eSignature compliance

United States (E-SIGN Act and UETA) Canada (PIPEDA and ETA) EU (eIDAS regulation) UK (eIDAS and ECA 2000) Australia (Electronic Transactions Act) New Zealand (ETA 2002) Israel (Electronic Signature Law 2001)

Payments

Add online payment links Add Stripe payment links to the eSign portal

Manage

Outputs

Customise output file names Auto-file output files Change the output folder Save outputs to OneDrive Search and filter outputs Delete outputs

File formats

Microsoft Word (.docx) Microsoft PowerPoint PDF Microsoft Excel (.xlsx)

Automation

Workflow filters Re-run an automation Auto-create from Google Sheets Auto-create from Google Forms Review and approve documents

Data merge

Set up a Google Sheets source Sheets data merge settings Set up a Google Forms source Forms data merge settings Edit response and pre-filled response links Insert images via data merge Advanced settings Edit tag names Timezone, date and time formats Edit the output folder

Use cases

Quotes Proposals Contracts Invoices Quarterly business reviews Incident reports Form responses to PDFs

Teams and billing

Team

Create your team Share workflows Folders in the workflows tab Manage team permissions Whitelabel the eSign portal

Account

Global formatting settings Change language settings Delete multiple workflows at once

Billing

Partners

Partner program

Developers

Developers overview Tutorial: create a workflow

Webhooks

Send data to Portant via webhooks Listen to events from Portant via webhooks

API reference

Workflows Source Document Google file Outgoing webhook Team Owner

Help

Ask for help Support tickets Support codes Screenshots Developer console

Common questions

400 error Microsoft permissions issue Approve Portant in Microsoft 365 (Entra ID) API developer key is invalid

Request an account transfer

Use cases

Browse all use cases documentation.

Quarterly business reviews

Incident reports

Form responses to PDFs

Written by

James Fyfe

CEO at Portant

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