Automated,
Beautiful Documents,
Right from HubSpot.

Groove Consulting is proud to partner with Portant, the document automation platform that helps sales and operations teams generate quotes, contracts, proposals, and other critical documents in seconds—all powered by your CRM data.
Sign up for Portant

With Portant,
your business can:

Streamline Sales Processes
Generate compliant, branded documents directly from HubSpot workflows or with the click of a button.
 

No more spreadsheets or manual number-crunching. Groove helps you automate reporting exactly how you need it, straight from your CRM or connected tools. 

No more spreadsheets or manual number-crunching. Groove helps you automate reporting exactly how you need it, straight from your CRM or connected tools. 

No more spreadsheets or manual number-crunching. Groove helps you automate reporting exactly how you need it, straight from your CRM or connected tools. 


Whether you’re creating one-off contracts or high-volume documents at scale, Portant ensures speed, accuracy, and brand consistency every time. 
 


Why Groove Recommends Portant

We’ve seen firsthand how Portant simplifies complex workflows for our clients. From RevOps teams creating deal flows to customer success managers automating client-facing documents, Portant brings power and flexibility to your HubSpot ecosystem. 
 


Why Choose Portant?

Portant seamlessly integrates with HubSpot and Google Workspace, giving you the power to automate document generation directly from your existing data sources. It’s the only document automation tool that combines the best of both worlds – the collaborative power of Google Docs and Slides with the efficiency of your HubSpot workflows. 
 
 


Key Features of Portant:

HubSpot Integration
Automatically generate proposals, quotes, contracts, and more from HubSpot data with a click of a button.
 
 

Google Workspace Compatibility
Use your existing templates in Google Docs and Slides for full customization, with no limitations on design or collaboration.
 
 

Workflow Automation

Trigger document creation automatically using HubSpot workflows or

Portant’s custom rules.
 
 


eSignatures & Approvals
Collect legally binding eSignatures and set up approval workflows directly in your document process.


How Groove Supports You
with Portant

Our expert team at Groove is here to guide you every step of the way with the implementation of Portant. From setup to ongoing support, we ensure a smooth transition and help you maximize the benefits of Portant’s automation features. 
 

Implementation & Setup
We’ll work with you to set up Portant and integrate it seamlessly with your existing systems.
 
 

Custom Template Design
Need personalized templates? We’ll help you design templates in Google Docs and Slides that meet your business needs.
 
 

Training & Support
Our team provides comprehensive training to ensure your team knows how to leverage all of Portant’s powerful features.
 
 

Ongoing Assistance
As your business evolves, we’re here to support you with updates, new features, and advanced solutions.
 
 


How this tool, Works in your stack

aab04a3e-fec7-4029-953b-9568effd845c
4b893344-264c-4256-a5ff-a755996b23c2
0fe668eb-9258-459b-bd85-1b69d1d6fd99 copy
5a2d6933-6423-4ef9-80c6-a738ab463768
02d26136-cded-4ffd-97d2-d8f1881062e7
a168f61c-adbd-4d46-90d2-e02fbe1836e5
684f4153-f7cb-48af-a9e8-ec20da5bf2a4

Ready to Groove with Portant?

Ready to see how Portant can transform your document workflows? Contact Groove to learn more about how we can help you implement Portant into your business for greater efficiency, control, and customization. 
 
 
 
 

Try Portant for Free
BOOK A STRATEGY CALL