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Portant Reviews & Product Details

Portant Overview

What is Portant?

Portant is the fastest and easiest way to automatically generate invoices, contracts, reports, e-signatures, and all other paperwork. With a few clicks, Portant takes care of your business admin. Generate professional, beautiful and error-free documents that teams and customers will love. Never waste another minute on boring manual tasks! Works with Google Workspace, Outlook, GMail, and syncs data from HubSpot, Xero, Glide, Tally and Zapier.

Portant Details
Languages Supported
German, English, French, Spanish
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Seller Details
Seller
Portant
Year Founded
2020
HQ Location
Sydney, AU
LinkedIn® Page
www.linkedin.com
5 employees on LinkedIn®
Description

Portant is a technology vendor specializing in data solutions and analytics. They focus on helping businesses unlock the value of their data through innovative tools and services that enhance decision-making and operational efficiency. Their offerings are designed to cater to a range of industries, providing insights that drive strategic growth. For more information, visit their website at https://www.portant.co/.


James F.
JF
Overview Provided by:
Co-founder @ Portant.co

Recent Portant Reviews

Dan M.
DM
Dan M.Small-Business (50 or fewer emp.)
5.0 out of 5
"We find ourselves using it more than we had imagined!"
Portant fills the gaps in so many workflows that we had or struggled to develop. The reach and flexibility of this product is unmatched.
Daryl D.
DD
Daryl D.Mid-Market (51-1000 emp.)
5.0 out of 5
"Time Saver/Life Saver"
How easy it is to use and it solved a huge problem that I was having.
Javier V.
JV
Javier V.Small-Business (50 or fewer emp.)
5.0 out of 5
"Very useful workflow app"
Very Flexible and full of useful options
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Portant Media

Portant Demo - Design your document templates in Google Docs and Slides
Use Google Docs and Slides to ensure your templates look exactly the way you imagine
Portant Demo - Simple eSignatures included
Use our secure and simple eSignatures backed into your document templates
Portant Demo - Automatically share documents via your Gmail or Outlook account
All documents shared or sent for signature will appear in your sent folder of Gmail or Outlook
Portant Demo - Review edit and approve documents
Add steps to review edit and approve documents before they are shared or sent for eSignature
Portant Demo - Add line item tables within your documents
Add tables of products, contacts or line items within your documents
Portant Demo - Automatically name and file documents
Automatically name and file your documents, including creating custom folder structures (with a Pro/Teams account)
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Have you used Portant before?
Yes

67 Portant Reviews

4.9 out of 5
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67 Portant Reviews
4.9 out of 5
67 Portant Reviews
4.9 out of 5

Portant Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for PortantQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Grégory F.
GF
Human Resources Manager
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Portant?

Portant's flexibility and user-friendly interface set it apart from other e-sign solutions. It's a powerful tool that has simplified our contract management process and improved our overall efficiency. I highly recommend Portant to any business looking for a customizable and reliable e-sign solution.

Many e-sign solutions are limited to PDF-based workflows, making it challenging to modify contracts or other documents after they've been created. Portant breaks this mold, allowing you to customize contracts even after they're drafted.

The ability to generate dozens of contracts from a spreadsheet and make last-minute edits to the document version before creating and sending the final PDF is invaluable. It streamlines the contract process and saves significant time and effort.

Another fantastic feature is the live tracking of contract status (signed/unsigned) on a spreadsheet. This provides a clear and organized overview, eliminating the need for constant follow-ups. Review collected by and hosted on G2.com.

What do you dislike about Portant?

Honestly, there's not much to dislike. As with any software, there have been occasional glitches, but customer support has always been incredibly responsive and helpful in resolving any issues quickly. Review collected by and hosted on G2.com.

What problems is Portant solving and how is that benefiting you?

I've already mentioned that above, but Portant addresses the common frustration of inflexible, PDF-based e-signing processes. It empowers us to easily change contracts and other documents even after they're initially drafted. This flexibility saves time, reduces errors, and ensures your agreements are always accurate and up-to-date. Review collected by and hosted on G2.com.

Daniel L.
DL
Website, Systems and Social Editor
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Portant?

I was searching for something like Portant for a long time and when I discovered it - it's been the best thing to help our business become more efficient and digital! I run invoices, receipts, personalised letters, incident logs, file stores and Google Forms notifications through it! It makes letters/emails look more professional and has saved us so much money for allowing us to integrate it to existing systems in Google Drive, instead of having to use a third party provider for invoicing for example. I highly recommend Portant, just see what it can automate for you! Customer support is top class, I remember when something didn't work, the email support was amazing! Review collected by and hosted on G2.com.

What do you dislike about Portant?

Honestly nothing, I have never needed to use any of the priced plans as I don't send so much in a month, so honestly can't complain! Review collected by and hosted on G2.com.

What problems is Portant solving and how is that benefiting you?

Invoicing, job applications, CV uploads, signed documents - made the switch so easy and so affordable allowing us to go more digital! So amazing that it compliments G Suite so well! Review collected by and hosted on G2.com.

Quintus W.
QW
CEO
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Portant?

We are a high frequency Portant user. Portant has found a way to make it truly easy to generate complicated contracts and communicate easily about it. For a Fintech and LegalTech startup this is an essential product, which is super easy to implement with Hubspot.

Portant is very involved and sets up inteviews with their clients through customer support to learn how to improve their product. And they actually do continuasly improve it. Review collected by and hosted on G2.com.

What do you dislike about Portant?

that I love the tool created by the guys of Portant so much ;) Review collected by and hosted on G2.com.

What problems is Portant solving and how is that benefiting you?

Portant solves the issue of creating statutory articles, trust conditions, deed of transfers and other legal docs involved in employee participation, based on Hubspot input. Review collected by and hosted on G2.com.

Dan M.
DM
VP of Finance & Operations
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Portant?

Portant fills the gaps in so many workflows that we had or struggled to develop. The reach and flexibility of this product is unmatched. Review collected by and hosted on G2.com.

What do you dislike about Portant?

I would like to see a bit more options in security for signature requests. Review collected by and hosted on G2.com.

What problems is Portant solving and how is that benefiting you?

Automating workflows for finance (invoices and royalty statements) allowing for more streamlined connection to our Expense Management Platform (Ramp). Review collected by and hosted on G2.com.

Ian M.
IM
Executive Director
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Portant?

We're a small college and rely heavily on the Google suite - this software seamlessly lets us use our existing infrastructure to share mass amounts of data with students from schedules, to book codes to letters. What was once a huge effort is much, much easier. Review collected by and hosted on G2.com.

What do you dislike about Portant?

Nothing - it's been great and the team has been super supportive! Review collected by and hosted on G2.com.

What problems is Portant solving and how is that benefiting you?

Distributing book codes to students. With Portant, we can just paste a list of 3000 textbook codes into a Google Sheet and Portant does the work of distributing them. Review collected by and hosted on G2.com.

Dominic M.
DM
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Portant?

The support has been phenomenol! James the founder reached out directly shortly after registration and offered to help set things up personally.

Setting up my workflows has been intuitive and Mizo, the support agent has been responsive and offered strategic solutions for any challenges I've encountered. Review collected by and hosted on G2.com.

What do you dislike about Portant?

I have not encountered any downsides to the platform yet.

When I came a cross what I thought was a limitation, Mizo was quick to get be back on track and accomplish what I was looking for. Review collected by and hosted on G2.com.

What problems is Portant solving and how is that benefiting you?

We need to pass along a new client summary report to various departments as we onboard new clients. Previously we were copying and pasting notes from different applications into a google doc and sending it to the appropriate parties.

Now we input all necessary information into Hubspot, click AUTOMATE, and Portant creates the report and sends to all parties.

Saves a TON of back and forth. Review collected by and hosted on G2.com.

IW
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Portant?

- Automation of Google form to doc to a notification to our editorial team.

- Easy to use

- Design

- Quick and quality support and helpdesk

- Enthusiastic team behind Review collected by and hosted on G2.com.

What do you dislike about Portant?

It's more about Google drive itself. It took some time to get all the access rights in order, also for people without Gmail address. But you can create a Google account with a non-gmail address, so that's all good. Review collected by and hosted on G2.com.

What problems is Portant solving and how is that benefiting you?

We're a small webmagazine from the Jesuits in the Netherlands and publish three articles a week on igniswebmagazine.nl. Before we emailed our articles to each other and ended up with multiple versions and comments all over the place. Now we submit articles through Google Forms. Portant puts it automatically in a Google Docs and sends everybody an email with a link to the doc. Everybody responds and sees each others comments in the doc and I can use that to make a final version of the article.

I also like the support team. I've had a few issues which where seriously and quickly looked at and resolved. Chapeau! Review collected by and hosted on G2.com.

Response from James Fyfe of Portant

Thanks so much for taking the time to leave us a review. We're thrilled to hear that you're enjoying Portant. It's great to know our team's enthusiasm shines through as well!

Regarding the Google Drive access rights, we understand it can be a bit tricky initially. We appreciate your patience and are glad you found a workaround with the Google account setup. We have implemented some changes to make this process easier in the last two weeks. If you encounter any other challenges or have further feedback, we're here to help.

Thanks again for your support!

Joshua F.
JF
Freelance Consultant
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Portant?

Super easy and intuitive to use, streamlines our legal documents and processes to make them 10x faster. Also extremely responsive support, especially considering the team size. Review collected by and hosted on G2.com.

What do you dislike about Portant?

no real downsides, if I had to pick something, potentially just the ability to copy across changes to matching templates, though I suspect it does and I just never really looked into it. Review collected by and hosted on G2.com.

What problems is Portant solving and how is that benefiting you?

Legal document automation, and streamlining processes Review collected by and hosted on G2.com.

Javier V.
JV
Consultant
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
Guest users or non-business users of the software, not included in G2 scores.
What do you like best about Portant?

Very Flexible and full of useful options Review collected by and hosted on G2.com.

What do you dislike about Portant?

No problems so far. You should take your time to design ypur workflow Review collected by and hosted on G2.com.

What problems is Portant solving and how is that benefiting you?

Automating the generation of similar documents Review collected by and hosted on G2.com.

Charles B.
CB
ceo
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
Guest users or non-business users of the software, not included in G2 scores.
What do you like best about Portant?

Intuitive and simple everything falls right where it belongs Review collected by and hosted on G2.com.

What do you dislike about Portant?

a bit slow to actually make the documents but great experience after all Review collected by and hosted on G2.com.

What problems is Portant solving and how is that benefiting you?

Having to generate a lot of documents in a click Review collected by and hosted on G2.com.