Name: Portant
Price: 7 USD
Author: Portant

Help Desk

Web and Video Conferencing

Customer Support

Batch Management Software

Development

Board Management

Business Intelligence (BI)

Collaboration

Facility Management

Operational Analytics

Privacy Policy Generators

Enterprise

Accounting

Nonprofit Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Recognition

Employee Scheduling

HR Management

Payroll

Stock Option Plan Administration

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Governance

Archiving

Build Automation

Cloud Cost Management

Cloud Storage

Data Collaboration

Data Mapping

Density-Optimized Servers

Email Encryption

Fraud Detection

IT Service Providers

Integration Platform as a Service (iPaaS)

Internet Performance Monitoring

Mainframe Monitoring

Managed DNS

Network Performance Monitoring

Network Simulation

Platform-as-a-Service (PaaS)

Robotic Process Automation (RPA)

Telecom Expense Management (TEM)

Web Scraping

Workload Automation

Zero Trust Security Solutions

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Blogging

Content Management

Email Marketing

Employee Advocacy

Local Marketing

Marketing Automation

Mobile Analytics

Screen and Video Capture

Search Engine Marketing (SEM)

Social Media Management

Survey & Forms Building

Web Analytics

Website Builder

Marketing

Job Site Management

Project Management

Professional Services

Customer Relationship Management (CRM)

Revenue Operations

Sales Engagement

Social Commerce

Sales

File Integrity Monitoring

Security

Camp Management

Chargeback Management

Dental

ID Card

Laboratory Information Management

Nonprofit CRM

Vertical-Specific

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### Mail and Email Automation
Users consistently praise Portant for its efficient mail and email automation capabilities. The reviews highlight how the software simplifies the process of mail merging and emailing customized documents to multiple recipients. Users appreciate the ease of use and the prompt support provided by the Portant team for any queries related to mail and email automation. The ability to merge to various formats, such as text boxes and slides, has been particularly beneficial for users dealing with a diverse range of document types. Additionally, the integration with Google platforms allows for seamless collaboration and accessibility to templates across the organization.

### Workflow Automation
Users consistently highlight Portant's workflow automation as a game-changer, streamlining their administrative tasks effortlessly. The platform's ability to centralize and automate various processes, from data merging to form creation, has significantly boosted productivity and efficiency for users across different roles. The ease of setup and the intuitive interface have been particularly lauded, making complex automation tasks accessible to all users. Additionally, the prompt customer service and quick onboarding process have further solidified Portant's reputation as a reliable solution for workflow automation needs.

### Efficiency and Productivity Tools
Users consistently praise Portant for its efficiency and time-saving capabilities. Reviewers highlight that the tool streamlines processes, automates redundant tasks, and enhances productivity by reducing manual work. The general sentiment is that Portant's efficiency and productivity tools are user-friendly, effective, and contribute significantly to saving time and improving workflow efficiency. Users appreciate the tool's ability to simplify complex tasks and optimize their work processes, ultimately leading to increased productivity and time management.

### Document Generation
Users consistently highlight Portant's document generation feature as a standout aspect of the software. They appreciate the ease of creating various types of documents, from certificates to slides, with minimal effort. The ability to merge data from spreadsheets into visually appealing templates has been particularly lauded by users. Despite some occasional issues with document delivery, users find that Portant's document generation functionality significantly streamlines their workflow and enhances the overall document creation process.

### Template Management
Users unanimously praise Portant's template management capabilities, highlighting its ease of use, intuitive interface, and immediate value. They appreciate the ability to merge data from forms into documents effortlessly, streamlining their workflow and saving significant time. Reviewers also mention the flexibility of Portant in generating various document types, such as envelopes, postcards, and letters, catering to diverse needs efficiently. Additionally, users find Portant's collaboration features on the Google platform advantageous, allowing for real-time collaboration and accessibility across their organization.

### PDF and Text Management
Users consistently praise Portant's text box merging and PDF export capabilities. The ability to merge text into various formats such as envelopes, postcards, and letters has been a standout feature for many reviewers. Additionally, the ease of collaboration on the Google platform and the real-time editing functionality have been highly appreciated by users. The personalized support provided by Portant Data Merge in customizing features like serial QR codes has also garnered positive feedback. Users find that Portant's PDF and text management functionalities greatly enhance their workflow efficiency and document customization options.

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.

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

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Document generation or creation software enable the creation, editing, customization, and sharing of text-based files to create a range of documents such as contracts, notes, legal documentation, proposals, forms, and reports. These tools typically include dynamic templates, versioning, integration with content producing applications, analytics, workflow, and sometimes electronic signature.

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Document Generation Software

Portant

Overview

What is Portant?