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Users of Portant have found the software to be incredibly versatile and useful in a variety of situations. One key use case is the ability …
Starting at $7 per month
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What is Portant?
Portant is a document automation solution designed to streamline paperwork processes for businesses. According to the vendor, it offers a range of features to automate tasks such as generating PDFs, creating quotes and invoices, managing contracts, and collecting eSignatures. The product is said to...
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Basic
$7
Cloud
per month
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Details
- About
- Tech Details
What is Portant?
Portant is a document automation solution designed to streamline paperwork processes for businesses. According to the vendor, it offers a range of features to automate tasks such as generating PDFs, creating quotes and invoices, managing contracts, and collecting eSignatures. The product is said to be suitable for businesses of all sizes, from small startups to large enterprises, and caters to professionals in sales and marketing, legal, human resources, operations, education and training, consulting, systems engineering, and more.
Key Features
Auto-generate PDFs: According to the vendor, Portant allows users to auto-generate PDFs, eliminating the need for manual data entry and copy-pasting. This feature is claimed to save time and ensure accuracy in document creation.
Quotes & Invoices: The vendor states that users can easily create quotes and invoices using Portant. The platform is said to connect to Google Sheets to generate batches of invoices based on the provided data, saving hours of manual work.
Contracts & eSign: Portant is said to enable users to automate the creation and signing of contracts. Users can reportedly select a Google Docs contract template, add eSignature placeholders, and put the contract signing process on auto-pilot.
Customizable Documents: The vendor claims that Portant provides users with the ability to create customizable documents. Users are said to have complete control over formatting, ensuring that the documents align with their brand style.
Scale Your Business: According to the vendor, by automating paperwork and reducing manual work, Portant helps businesses save valuable time and resources. This is said to allow businesses to scale more efficiently and focus on high-value work.
Seamless Integrations: Portant is claimed to seamlessly integrate with other popular tools, such as Google Docs, Sheets, Slides, and Forms. This integration is said to allow users to work with their existing tools and create powerful document workflows.
Automate Contract eSigning: According to the vendor, users can select a Google Doc agreement template, add an eSignature placeholder, and put the contract signing process on auto-pilot. This feature is said to streamline the contract signing process and eliminate the need for manual signatures.
Generate Batches of Invoices: Portant is said to enable users to select a Google Sheet of invoice data, add a Google Docs invoice template, and generate multiple invoices at once. This feature is particularly useful for businesses that need to generate a large number of invoices.
Google Forms to Docs: According to the vendor, users can connect a Google Form to a Google Doc template using Portant. This feature allows users to generate documents automatically every time they receive a Google Form response, saving time and effort.
Incident Reports: Portant is claimed to automatically generate incident report PDFs every time a Google Form is submitted. This feature is said to be useful for businesses that need to track and document incidents in a standardized format.
Portant Features
- Supported: Batch Processing
- Supported: Collaboration Tools
- Supported: Templates
- Supported: Multiple Output Formats
Portant Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based, Mac, Windows, Linux, Chromebook |
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Community Insights
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- Business Problems Solved
Users of Portant have found the software to be incredibly versatile and useful in a variety of situations. One key use case is the ability to receive live in-person responses from the tech support team, which has been invaluable when seeking assistance with specific features not included in the original design. This personalized support has given users confidence in using the software and has helped them overcome any hurdles they encounter along the way.
Another use case that users have found helpful is the creation of externally facing Partner Profiles. This feature allows users to share information on capabilities and specialties, making it easier to connect with clients and stakeholders. The ability to showcase their expertise in a professional manner has been highly appreciated by users, who have found it to be a great asset for their business.
Additionally, users have praised the software's data merge feature, which allows for the easy generation of polished and professional-looking templates. This has resulted in significant time savings for users, as they no longer need to manually create documents from scratch. By automating this process, Portant has proven itself to be efficient and user-friendly.
Furthermore, marketing professionals have benefited greatly from Portant's automation capabilities. They have utilized the software to automate tasks and streamline communication across multiple projects, leading to improved client satisfaction. This has allowed marketing teams to focus more on strategic initiatives and less on repetitive administrative work.
The software's ability to reduce errors and minimize manual work when providing people with certificates has also been highly valued by users. This feature makes the process easier and more efficient, eliminating the risk of human error and ensuring that accurate certificates are delivered promptly.
Portant's add-ons and personalized support provided by the customer service team have been an added value for users. They have found these resources to be helpful in maximizing the benefits of the software and addressing any specific needs or requirements they may have.
Furthermore, Portant has proven instrumental in solving administrative workflows. Users have found it particularly useful for simplifying the creation of multiple replicated documents with slightly different data for individual recipients. This has saved them valuable time and effort, allowing them to focus on more critical tasks.
In terms of user experience, users have consistently praised Portant for its ease of setup, intuitive interface, and immediate value. They have found it easy to navigate and have quickly realized the benefits of using the software.
Overall, users have had pleasant experiences with Portant, finding it helpful in automating documents and procedures, particularly in redundant tasks. Its versatility, efficiency, and user-friendly approach make it a valuable tool