Case Study: RepCard automates client agreements inside HubSpot with Portant

RepCard automates every client agreement with Portant

RepCard, a software company, faced a challenge in creating customized client agreements without a formal, scalable process. Their revenue operations manager was manually building contracts for only the largest clients, which was unsustainable as the company grew. They needed a solution that integrated with their HubSpot CRM to automate this for every client without becoming a full-time job. They found Portant through the HubSpot Marketplace.

Portant provided a solution by integrating directly with HubSpot to pull deal data into a Google Doc template, automatically generating fully customized agreements for each client. This eliminated manual data entry and allowed sales reps to process documents themselves, removing the previous bottleneck. The result was a scalable, end-to-end agreement process where every client receives a tailored contract. RepCard no longer uses its old signing tools, and the Portant team was noted for being responsive to feedback.

RepCard