Build a hubspot document portal in minutes
Organize and share documents effortlessly with a custom portal tailored to your HubSpot workflows, all without any coding expertise.
Customize your document portal to your needs
Create a HubSpot document portal with just the features your team needs. Add or adjust views and workflows as your document processes evolve.
Document upload and sharing
Access permissions management
Document approval workflows
Version control and history
Search and filter documents
Download and export options
Bring all your document data together in real time
Connect spreadsheets, project management tools, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your documents.
Give every user a custom, secure document portal.
Create a fully branded portal for document sharing and management. Assign user groups, permissions, and secure logins in minutes.
Easy, secure logins
Your document portal works seamlessly on desktop and mobile. Users can view, upload, or download files anytime.
Works on any device
Your document portal works seamlessly on desktop and mobile. Users can view, upload, or download files anytime.
Automations
Connect with your existing tools to automate document notifications, approvals, and updates.
User groups
Provide separate logins and dashboards for clients, partners, or team members—each sees only relevant documents.
Advanced permissions
Set detailed rules for who can view, edit, or share documents. Permissions are adjustable by user group or file.
Security
Keep all documents secure. Softr is fully compliant with SOC2 and GDPR to safeguard your data.
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An AI assistant for sales teams
Sales teams can ask AI about documents, deals, or contacts—answers come instantly, built right into your document portal.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Spin up a HubSpot document portal in minutes with drag-and-drop blocks and templates.
Consolidate your stack
Add workflow automations or user access controls as your document management needs change.
Flexible as you grow
Centralize HubSpot docs, approvals, and sharing—all in one portal, no switching tools.
Build a fully custom document portal in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your hubspot document portal in minutes