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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 Plumsail Documents ?
Plumsail Documents eliminates the tedious task of manually copying and pasting information into your documents.
This innovative solution allows you to automatically generate the documents you require by pulling data from the systems you interact with daily.
With a broad array of integrations available, Plumsail Documents works seamlessly with cloud storage platforms, electronic signature services, and numerous other applications.
You can easily incorporate it into any of your workflows using Power Automate and Zapier, enhancing your productivity.
The specific challenges that Plumsail Documents addresses include the collection of data, creation of documents, gathering of e-signatures, automated delivery of documents, and synchronization with CRM, ERP, and database systems, streamlining your entire process.
By utilizing this tool, you can significantly improve efficiency and focus on more important tasks.
Integrations Supported
Docusign
Gmail
Google Drive
Zapier
Adobe Acrobat Sign
Dropbox
Dropbox Sign
Easyflow
Google Cloud Platform
Google Docs
Integrations Supported
Docusign
Gmail
Google Drive
Zapier
Adobe Acrobat Sign
Dropbox
Dropbox Sign
Easyflow
Google Cloud Platform
Google Docs
API Availability
Has API
API Availability
Has API
Pricing Information
$42 per month
Free Trial Offered?
Free Version
Pricing Information
$29 per month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
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
Plumsail
Date Founded
2011
Company Location
US
Company Website
plumsail.com/documents/
Categories and Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Categories and Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Legal Document Management
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control