A contextual decision engine.
Atlas reads the deal record, associated objects, engagements, meeting transcripts, emails, and web research to help chart the best next step.
Unlike tools that work off only a few HubSpot fields.
HubSpot Sales Agent
From meeting set
to quota met.
Meet Atlas, the HubSpot-native sales agent that drafts personalised proposals, follows up, and chases signatures.
40,000+ teams on Portant HubSpot Leading Partner 4.9 / 5 stars on G2
LIVE
Built by Portant, trusted by 40,000+ teams
From meeting booked to signed contract
Atlas guides your deals through every stage of the pipeline. Drafting follow-ups, building proposals, quotes and contracts, chasing signatures, and nudging reps on what to do next.
Discovery1
Helio Robotics
$36,000
Draft follow-up after demo
Proposal2
Northwind Logistics
$84,200
Send revised quote · $84K
Foxglove Studios
$48,000
Build SOW from call notes
Negotiation1
Lumen Bank
$140,000
Preparing contract from agreed scope
Contract1
Ascent Biotech
$212,000
Chase signature · 4 days quiet
- Drafts proposals after discovery calls
- Builds contracts from live deal data
- Routes documents for e-signature
- Sends follow-ups before deals go cold
Why Atlas
Faster deals. Fewer slips. More selling.
Atlas supports every deal in HubSpot. It writes the proposals, sends the follow-ups and chases the signatures. So your reps can stay focused on the conversations that matter.
Reply in minutes, not days
Atlas creates the personalized proposal instantly after a discovery call, then follows up before the lead goes cold.
Never drop a deal
Atlas maps every deal in the pipeline and decides which one needs action. No more forgotten follow-ups or signatures sitting in client inboxes.
Reps on calls, not in Docs
Less admin, more conversations. Atlas handles the document drafting, the chasing, and the next-step decisions.
Atlas runs each deal so your reps can focus on hitting quota.
Most agents stop at a draft email. Atlas manages each deal stage, generates the right asset at the right moment, and helps reps execute each task the moment the deal demands it.
01
Deals close faster
Atlas drafts the personalised proposal straight after a discovery call and follows up before the lead goes cold.
02
Deals stop slipping
Atlas reads every deal in the pipeline and decides which one needs action. No more forgotten follow-ups or signatures sitting in client inboxes.
03
Reps focused on selling
Less admin, more conversations. Atlas handles the document drafting, the chasing, and the next-step decisions.
Atlas handles the work between every sales conversation.
Less time on admin, more time hitting quota. Atlas reads every deal in HubSpot and helps you navigate every step from first touch to signed contract.
Personalizes every document.
The first time you see a document, it's already personalized with what Atlas knows about the deal. No more copy-pasting from ChatGPT, no manual editing. Bespoke documents fit for your buyer.
Receive the final document with eSign and payment links already embedded, not just an AI-generated to-do list.
Drafts, sends, chases.
Follow-up emails, calendar links, signature chasing. Not a list of suggestions to copy-paste. Atlas actually sends the email, the document, the eSignature link, so your reps can keep their attention on the conversations that matter.
More deal volume for your reps shouldn't mean a worse experience for your buyer.
Atlas acts. You stay in the loop.
Your team always stays in control. Every action can be reviewed and edited before it's sent to the client. Every draft, send, signature and stage change shows up in the HubSpot deal record and pings the deal owner when it's ready to action.
Less admin, more value-driving conversations.
Integrations & power features
Atlas' toolkit, native to HubSpot
eSignatures, AI-drafted content, line items, approvals and automation, all built into HubSpot.
eSignatures
Built-in signing with reminders, no extra tools, tracked back in HubSpot.
AI content
AI-drafted sections from deal context so proposals read personal, not generic.
Line items
Line items pulled straight from HubSpot deals, with totals and tables that stay accurate in every quote.
Approvals
Internal approvals routed before anything goes out, so finance and legal stay in control.
Automation
Triggered from HubSpot workflows, with no manual steps between stage change and document.
Payments
Stripe payment links in every doc so buyers can pay the moment they sign.
Send with email
Docs ship from workflows with tracking, aliases and drafts you can polish before send.
Custom objects
Works with any HubSpot object and custom objects, map once, generate forever.
PDF export
Auto-converted from Docs, Word or Slides into a polished PDF every time.
Your templates
Keep working in Google Docs, Word, Slides, Sheets, or PDF, Portant merges data into the files you already use.
File outputs
Name files, set folders, auto-file to Drive or OneDrive, and search everything in one place.
Data merge
Rows from Sheets, Forms or your CRM merged with grouping, conditions and formats that stay correct.
Sources
HubSpot, Sheets, Forms, webhooks, Zapier, Xero, and more feed Portant without another spreadsheet export.
Hear it from the sales teams running on Portant
Atlas is built by the team behind Portant, trusted by 40,000+ sales teams to automate their documents.
3,000+
App installs on the HubSpot Marketplace
4.9/5
Average review on G2, an independent review site
40K+
Teams have switched to Portant
We’re seeing higher average closed revenue with Portant and faster days to close, it’s showing us a material impact on sales velocity.
Atlas vs other tools
Other AI tools draft text. Atlas finishes the job.
Breeze. Claude Code. HubSpot workflows. You're using AI everywhere, but reps are still swamped with admin and proposals are still stuck in drafts.
Other AI tools
Atlas
Reads the deal
A few HubSpot fields
Deal record, transcripts, emails, CRM history, web research
Drafts output
Text in a chat window
Personalised proposal, quote, contract with eSign and payment links
Acts on follow-up
Suggests what to say
Drafts, sends, and chases signatures
Lives where
A separate tab
Inside HubSpot
Pipeline awareness
Reacts to a prompt
Decides which deal needs action
Pricing
How much is it costing you to hire your next rep?
A new AE costs $120k+ loaded and takes 3-6 months to ramp. Atlas ships in a week.
Pro
One sales pod. One motion.
Talk to us
Priced per engagement
Up to 10 reps · ~200 deals/month
Book a demo- Pipeline-aware next-step decisions
- Email + matching asset (proposal, deck, one-pager)
- Per-deal content adaptation suggestions
- HubSpot native
- 5 of your assets rebuilt as adaptive templates
- White-glove onboarding (2 weeks)
- Shared implementation engineer
Featured
Grow
Multi-pod orgs running more than one sales motion.
Talk to us
Priced per engagement
Up to 50 reps · ~1,000 deals/month
Book a demo- Everything in Pro
- Multiple sales motions, unlimited asset templates
- Task creation
- Calendar holds and meeting prep briefs
- Custom data sources (CRM custom objects, warehouse)
- Dedicated implementation engineer
- Quarterly business reviews + Slack channel
Enterprise
Full sales orgs, complex motions, bespoke capabilities.
Talk to us
Priced per engagement
Unlimited reps · Unlimited active deals
Book a demo- Everything in Grow
- Forward-deployed engineering team
- Bespoke capabilities (data rooms, redlines, custom integrations)
- SSO, SOC 2, custom DPAs and security review
- Multi-region deployment and data residency
- Named eng lead and dedicated CSM
- On-call support, custom MSA
Security
Security you can trust
SOC2 certified. GDPR-ready. SSO for enterprise. Your customer data stays encrypted in transit and at rest.
SOC 2 Type I certified.
Independently audited security controls across data, infrastructure, and access.
Learn moreGDPR-ready by default.
Built-in safeguards keep customer data compliant across every region.
Learn moreEnterprise SSO built in.
Tie every account to a verified identity with SSO and OAuth — no shared passwords.
Learn more