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.