Create Google Docs/PDF + eSign quotes | New vs Salesmsg SMS Texting & Calling

⭐️⭐️⭐️⭐️⭐️ 4.9/5 Stars🏵️ HubSpot Certified App🏆 HubSpot's Essential Apps 2025🚀 Automate Your Contracts, Quotes & Proposals in HubSpotIn a single click! Portant is the #1 tool for teams that connects HubSpot with Google Docs, Slides, Sheets, Microsoft Word, PowerPoint & PDFs to automate all your quotes, contracts, and proposals from any object in HubSpot.Teams can generate stunning, personalized documents in seconds using ANY data in HubSpot. Unlike PandaDoc or DocuSign, each document is created as a native HubSpot record, giving you the ability to filter, audit, report on, and automate document workflows directly in HubSpot.🔄 Ideal Use Cases💰 Quotes📊 Proposals✍️ Contracts + (multi e-Sign)🧾 Invoices✉️ Sales Letters📈 Pitch Decks🎟️ Tickets🏆 Certificates… and much more!🎨 Design & Customize Your Existing TemplatesUse your existing templates or create new ones using:✅ Google Docs✅ Google Slides✅ Google Sheets✅ Microsoft Word✅ Microsoft PowerPoint✅ PDF templates🥸 Personalize Templates with HubSpot DataAutomatically pull in data from:✔️ Deals✔️ Contacts✔️ Companies✔️ Tickets✔️ Custom Objects✔️ Object Library (appointments, courses, listings, services)➕ Includes ALL Custom Properties🧰 Add Dynamic Document ComponentsLine Item Tables – Auto-generate and sort lists of objects from HubSpotAI-Powered Text – Insert dynamic text using AI promptsFormulas & Calculations – Perform real-time property-based mathConditional Content – Show/hide sections based on HubSpot rulesIncluding custom AI fields that turn HubSpot data and call transcripts into dynamic, ready-to-send content.⚙️ Create Multi-Signatory & Team Workflows✍️ Request Signatures → Secure e-signatures with ease✍️ Multi-signatories → Reduce back-and-forth✅ Approval & Review Workflows → Get team approval before sending📤 Send via Gmail/Outlook → Auto-generate and send personalized emails📄 Save & Export Documents As:📝 Google Docs, Slides, Sheets📎 PDFs📄 Microsoft Word, PowerPoint, Excel🧡 Documents Stored in HubSpotEvery document generated with Portant is stored as a standalone HubSpot record (App Object), so you can find, filter, audit, and report on documents without cluttering Deals, Contacts, or Companies.Each document record can include:✔︎ Document link (Single-line text property)✔︎ Document Status (Dropdown select property)✔︎ PDF Files (File property)✔︎ PDF Link (Single-line text property)✔︎ Signable document link (Single-line text property)✔︎ Workflow (Single-line text property)→ Stores rich metadata (timestamps, views, last opened) for smarter follow-ups→ Automatically updates the object’s Activity Feed→ Documents sync across Deals, Contacts & Companies→ View every document ever created in one place via HubSpot views⚡ Automate with HubSpot Workflows & Breeze ToolsPortant runs as an action inside HubSpot Workflows, allowing you to:✔︎ Auto-generate documents from triggers (e.g. deal stage changes)✔︎ Trigger actions from real document events (viewed, not opened, signed, awaiting signature)✔︎ Create tasks, alerts, and automated follow-ups✨ NEW: Portant workflows can also be run as a Breeze Tool🧩 Native HubSpot App Cards & ObjectsUnlike PandaDoc and DocuSign, Portant integrates directly with HubSpot App Cards & Objects for a fully embedded experience.✅ View all generated documents inside HubSpot✅ Track real-time statuses (Approved, Sent, Signed, Completed, etc.)✅ See full document history + engagement signals on records✅ Build native HubSpot dashboards & reports(e.g. signed this month, awaiting signature, most-viewed proposals, average time to sign)🚀 Why Portant?📈 Automate tedious tasks, reduce errors, and free up time to close more deals🧘 Everything stays synced in HubSpot — no scattered custom properties or extra apps🖼️ Full design control with Google Docs, Slides, Word & PowerPoint📊 Measure what’s working with native HubSpot analytics and dashboardsAnd we’re just getting started…🎯 Have a Feature Request?We’re always evolving!📩 Contact us at [email protected] Is Perfect For:✔︎ Replacing manual copy-pasting from HubSpot into documents✔︎ Simplifying automation workflows (no-code alternative to Zapier, Workato, Integromat)✔︎ A cleaner, simpler alternative to PandaDoc, DocuSign, Proposify & Formstack — with native reporting, dashboards, and automation💡 Ready to Automate Your Quotes, Proposals & Contracts in HubSpot?Get started with Portant today!Trusted and Recommended by HubSpot🏵️ HubSpot Certified App🏆 Awarded ‘HubSpot Essential App’ 2025🎖 HubSpot | Leading Technology Partner

🏆 G2 TOP-RATED (See how Salesmsg compares to other HubSpot apps)Salesmsg now supports International SMS texting!It’s getting harder to grab your customers' attention.Cold calls are being ignored. Email open rates are down. Social media is inundated with the latest “just-went-viral” influencers.With all this noise, how do you get noticed?Answer: Just text them.On average, 98% of text messages are read within three minutes, and the average response rate is 45%—that's 8 times higher than email!Just by adding a few simple text messages to your marketing, sales, and CS, you can dramatically increase your chances of getting the attention your business needs to stand out.That’s exactly what Salesmsg does.Salesmsg is a simple, scalable platform connects to HubSpot and makes it easy to text and call your contacts.It takes 30 seconds to connect your HubSpot account to Salesmsg. Once you’re set up, you can send SMS broadcasts to your HubSpot contacts. You can add texts into your existing HubSpot workflows.Now, your leads and customers can text you back, making it easy for your sales, marketing, and support teams to engage, answer questions, and close deals—all through texting.The magic? You can do all this from inside HubSpot.Join over 2,000 HubSpot businesses already using Salesmsg to cut through the noise and grab their audience’s attention.What You Get With Salesmsg SMS Texting and CallingText Back And Forth. Effortlessly text your contacts from our app or right within your HubSpot account.Strong HubSpot Integration. With our seamless, native integration with HubSpot, you never have to leave the HubSpot app to send texts, or have conversations added to contact records. Plus, you can use over 30 properties from your HubSpot account to trigger workflows and customize your messages.Complete Automation. Automate texts from your workflows or as send them as broadcasts.Revenue Tracking. Track how much each text message generates with our built in revenue tracking for broadcasts.Local or Toll-Free Phone Numbers. Salesmsg can set you up with a number for texting. Search by area code to find the perfect local phone number, or choose a professional-looking toll-free number.Use Your Existing Business Landline. Keep your existing business landline number. If you like, Salesmsg can “turn on” texting for your business landline. It's magic. Try it!Built-in compliance. Our compliance engine makes sure you get properly registered with the mobile carriers for the best deliverability for your messages.Call From HubSpot. Call right from the HubSpot Contact, Deal, and Ticket record and track the activity on your timeline.Ringless Voicemail. Send a voicemail right to your contact’s inbox without having to disturb them.AI Assistant. Our built in AI makes writing and sending texts as easy as clicking a button. Suggest a message in the proper context, change the tone, or even clone your voice.HIPAA-ready and SOC 2 Type II certified. Whether you're handling patient data or enterprise-sensitive information, Salesmsg is built to meet the highest compliance standardsTry out Salesmsg today for 14 days FREE.Just click 'Install App' to get started.🏆 TOP-RATED (See our G2 reviews)