Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 56 Ratings

Total
ease
features
design
support

Alternatives to Consider

  • Docmosis Reviews & Ratings
    51 Ratings
    Company Website
  • Foxit Document Workflow APIs Reviews & Ratings
    8 Ratings
    Company Website
  • Interfacing Integrated Management System (IMS) Reviews & Ratings
    66 Ratings
    Company Website
  • Titan Reviews & Ratings
    378 Ratings
    Company Website
  • LogicalDOC Reviews & Ratings
    150 Ratings
    Company Website
  • UnForm Reviews & Ratings
    19 Ratings
    Company Website
  • Expedience Software Reviews & Ratings
    34 Ratings
    Company Website
  • MyQ Reviews & Ratings
    197 Ratings
    Company Website
  • RAD PDF Reviews & Ratings
    3 Ratings
    Company Website
  • ONLYOFFICE Docs Reviews & Ratings
    715 Ratings
    Company Website

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 PandaDoc?

PandaDoc is a versatile document management solution designed for the creation and oversight of various business documents. This software is not only robust and secure but also offers seamless integration with other tools. Users can swiftly create, monitor, and sign documents, making their workflow more efficient. With PandaDoc, organizations can effectively manage a wide range of documents, including proposals, quotes, contracts, and HR materials, ensuring that all necessary paperwork is handled with ease. Additionally, its user-friendly interface enhances the overall document management experience for businesses.

Media

Media

Integrations Supported

Google Drive
Zapier
Google Cloud Platform
Google Sheets

Integrations Supported

Google Drive
Zapier
Cliénta
CloudNuro
Contract Wrangler
HubSpot Customer Platform
Nimble
Nutshell
Pipedrive
Process Street
Qualee
QuickBooks Online
Salesmate
ScoreDetect
Square Appointments
Stripe
VipeCloud
Zendesk Sell

API Availability

API Availability

Has API

Pricing Information

$42 per month
Free Version
Free Trial Offered?

Pricing Information

Free
Free eSign - $0 per user per month
Essentials - $19 per user per month
Business - $49 per user per month
Enterprise - price on request
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Portant

Company Location

United States

Company Website

www.portant.co

Company Facts

Organization Name

PandaDoc

Date Founded

2011

Company Location

United States

Company Website

demo.pandadoc.com/

Categories and Features

Document Generation

Not specified

Document Workflow

Not specified

Categories and Features

AI RFP

Not specified

Billing and Invoicing

Contact Database
Customizable Invoices
Dunning Management
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Recurring/Subscription Billing
Tax Calculator

Contract Management

Completion Tracking
Contract Lifecycle Management
Electronic Signature
Pre-built Templates
Version Control
Workflow Management

CPQ

Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Collection

Not specified

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Offline Access
Optical Character Recognition
Version Control

Document Workflow

Not specified

E-Notary

Not specified

eSignature APIs

Not specified

Proposal Management

Automatic Formatting
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Renewal Management

Not specified

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Performance Management
Presentation Management
Proposal Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Mobile Access
No-Code
Third Party Integrations
Workflow Configuration

Popular Alternatives

DocFlow Reviews & Ratings

DocFlow

Obiyen

Popular Alternatives

Sirion CLM Reviews & Ratings

Sirion CLM

Sirion