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What is Portant?

Portant merges the capabilities of Docusign and Zapier to enhance the efficiency of document workflows using tools you already prefer. It simplifies the automation of crucial business documents, transforming the contract eSigning experience into a straightforward task. You can easily select a Google Doc agreement template, insert an eSignature placeholder, and allow the contract signing process to operate automatically. Furthermore, the platform facilitates the creation of bulk invoices; you merely need to choose a Google Sheet that contains your invoice information, select a Google Docs invoice template, and you can generate anywhere from 10 to thousands of invoices in a single action. Each time a Google Form is submitted, an incident report PDF is promptly generated and emailed to the relevant parties. Moreover, you can convert Google Forms into PDFs by selecting a specific form, linking it to a Google Doc or Slides template, and producing PDFs based on the collected responses. Portant is capable of dynamically generating documents whenever a form is submitted or a spreadsheet is updated, which significantly boosts your workflow efficiency. As a versatile document automation solution that integrates smoothly with the applications you already use, Portant empowers you to concentrate on what is most important for the success of your business endeavors. This comprehensive approach to document management ensures that you can handle all your administrative tasks with ease and speed.

What is KUBRA iMail?

KUBRA iMailâ„¢ allows users to create and design vital business documents that improve customer engagement. With its web-based tools, a range of documents such as letters and notifications can be generated effortlessly. Our state-of-the-art facilities across North America take these document templates, including bills, statements, and invoices, and convert them into customized printed materials that are sent straight to your clients. Additionally, KUBRA iMail provides online tools for developing and managing document templates that incorporate personalized content and targeted marketing messages, which can appear on the documents, the envelopes, or as separate inserts. The DoxsDirectâ„¢ document composition software enhances this process by securely importing customer profiles or billing data, enabling data extraction and mapping, and applying predefined business rules to create documents that deliver specific messages along with relevant charts, graphics, and calculations, ensuring a bespoke experience for each recipient. This all-encompassing solution not only simplifies document creation but also improves customer satisfaction through tailored communication strategies, fostering stronger relationships between businesses and their clientele. Ultimately, KUBRA iMailâ„¢ stands out as a valuable resource for organizations seeking to optimize their document management and customer outreach efforts.

Media

Media

Integrations Supported

Docusign
Gmail
Google Cloud Platform
Google Docs
Google Drive
Google Sheets
Google Workspace
Zapier

Integrations Supported

API Availability

API Availability

Pricing Information

$42 per month
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub

Company Facts

Organization Name

Portant

Company Location

United States

Company Website

www.portant.co

Company Facts

Organization Name

KUBRA

Company Location

United States

Company Website

kubra.com

Categories and Features

Document Generation

Not specified

Document Workflow

Not specified

Categories and Features

Document Generation

Not specified

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