Portant Features
What are the features of Portant?
Data Sources
- Software
- Spreadsheets
- Documents
Generation
- Templates
- Automation
- Branding
Delivery
- Workflow
- Schedule
- Batch
Generative AI
- AI Text Generation
- AI Text Summarization
- AI Text-to-Image
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Technology Glossary Features
View definitions of the features and discover new technology terms.
Portant Categories on G2
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Platform
Custom Branding | Custom branding can be applied through signature process | Not enough data | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Internationalization | Not enough data | ||
Performance and Reliability | Not enough data | ||
Integration APIs | Not enough data | ||
To which systems have you integrated this product | Not enough data |
Signature Process
Document Signing | See feature definition | Allows signor to easily and intuitively sign documents | Not enough data |
Reminders and Expirations | Reminds signors of documents that are waiting to be signed and document expiration dates | Not enough data | |
Sign-In Process | Process of authenticating is secure and seemless | Not enough data | |
Mobile Signatures | User can easy send and sign documents on mobile devices | Not enough data | |
Signature Workflow | Sendor/Adminstrators can easily set up and track documents through multiple signature steps | Not enough data | |
Bulk Digital Signatures | Send documents requiring signature to 1000's of signers at once | Not enough data | |
Reporting | Provides standard reports and easy creation of custom reports to manage signature process | Not enough data | |
Signature Document Creation | Easy to create signature blocks on all required electronic document types/formats | Not enough data |
Security and Scalability
Regulatory Compliance | Meets required regulartory compliances | Not enough data | |
Signature History and Audit | Tracks all document signing history to comply with required regulations | Not enough data | |
Enterprise Scalability | Provides features to allow scaling for large organizations | Not enough data |
Document Creation
Customizability: Variables and Fields | Define fields to pull in dynamic information. | Not enough data | |
Template Creation and Flexibility | Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. | Not enough data | |
Rich Media | How well the platform supports images, audio, and video in proposals. | Not enough data | |
Online Document Creation | Create adaptive online documents for view via browser or mobile device. | Not enough data | |
PDF Creation | Create attractive PDF versions of proposals. | Not enough data | |
Custom Branding | Brand proposals and the application's portal with your company's logos and branding. | Not enough data |
Workflow
Document Builder Interface | See feature definition | Easily search for and add elements to a proposal. | Not enough data |
Collaborative Creation | Multiple users can edit a single document. | Not enough data | |
Assembly and Approval Workflows | Automate workflows by routing documents to the correct individuals for adding content and approval. | Not enough data |
Analytics
Engagement Tracking | Track who is looking at proposals and how often or for how long. | Not enough data | |
Proposal Effectiveness Reporting | Find out which pieces of content are performing best. | Not enough data | |
Reporting and Dashboards | Access pre-built and custom reports and dashboards on proposal volume and acceptance. | Not enough data |
Administration and Platform
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Alerts and Notifications | Program in-app and email notifications for approval milestones or actions. | Not enough data | |
CRM Integration | Push and pull data from CRM to build proposals and update statuses with clients. | Not enough data | |
E-Signature Integration | Couple accepting proposals and signing contracts together in one workflow. | Not enough data | |
CPQ Integration | Push and pull data from quote applications to build proposals. | Not enough data | |
API / Integrations | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. | Not enough data |
Contract Management Platform Features
Contract Creation | Users can create new contracts within the platform using built-in document creation features. | Not enough data | |
Contract Templates | Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields. | Not enough data | |
Contract Editing | Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. | Not enough data | |
Contract Attachments | Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. | Not enough data | |
Contract Collaboration | Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. | Not enough data | |
Approval Process | Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. | Not enough data | |
Notifications & Reminders | Receive notifications and schedule reminders with alerts according to contract milestones. | Not enough data | |
Contract Database | Contracts can be stored in a central online repository with built in search capabilities. | Not enough data | |
Integrations / APIs | The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract. | Not enough data | |
Reporting & Dashboards | Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. | Not enough data |
Data Sources
Software | Based on 52 Portant reviews. Integrate with software such as ERP or CRM to use data for document generation | 92% (Based on 52 reviews) | |
Spreadsheets | As reported in 52 Portant reviews. Allows users to generate documents using information from spreadsheets | 91% (Based on 52 reviews) | |
Documents | Based on 52 Portant reviews. Ability to generate new documents using other documents in multiple formats | 96% (Based on 52 reviews) |
Generation
Templates | Include templates for various types of documents such as invoices or quotes This feature was mentioned in 52 Portant reviews. | 94% (Based on 52 reviews) | |
Automation | Automate document generation based on customizable rules 49 reviewers of Portant have provided feedback on this feature. | 95% (Based on 49 reviews) | |
Branding | As reported in 51 Portant reviews. Allow users to personalize documents for branding purposes | 90% (Based on 51 reviews) |
Delivery
Workflow | Define and manage workflows for document distribution 51 reviewers of Portant have provided feedback on this feature. | 96% (Based on 51 reviews) | |
Schedule | As reported in 51 Portant reviews. Create a schedule to deliver documents at predefined times | 88% (Based on 51 reviews) | |
Batch | Based on 48 Portant reviews. Provide the ability to generate and deliver documents by batch | 86% (Based on 48 reviews) |
Contract Creation & Management
Contract Creation | Users can create new contracts within the platform using built-in document creation features. | Not enough data | |
Contract Templates | Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields. | Not enough data | |
Contract Editing | Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. | Not enough data | |
Contract Attachments | Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. | Not enough data |
Collaboration
Contract Collaboration | Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. | Not enough data | |
Approval Process | Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. | Not enough data |
Other Platform Features
Notifications & Reminders | Receive notifications and schedule reminders with alerts according to contract milestones. | Not enough data | |
Contract Database | Contracts can be stored in a central online repository with built in search capabilities. | Not enough data | |
Contract Compliance | Identify, assess, and manage all contract risks and ensure the fulfillment of contractual obligations | Not enough data | |
Integrations / APIs | The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract. | Not enough data | |
E-Signature | Ability to e-sign legally-binding contracts within the same platform. | Not enough data |
Contract Data
Reporting & Dashboards | Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. | Not enough data | |
Advanced Contract Analytics | Provides advanced, AI-driven contract analytics to optimize all aspects of contract management. | Not enough data |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. This feature was mentioned in 46 Portant reviews. | 82% (Based on 46 reviews) | |
AI Text Summarization | Based on 47 Portant reviews. Condenses long documents or text into a brief summary. | 80% (Based on 47 reviews) | |
AI Text-to-Image | Provides the ability to generate images from a text prompt. This feature was mentioned in 46 Portant reviews. | 78% (Based on 46 reviews) | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data |
