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Description
Perftech.DocSay Document Management Solution.
Perftech.DocSay provides comprehensive document and information management in a modern environment. The solution is highly customizable, allowing it to be adapted to your business environment and processes.
Perftech.DocSay lets you manage different aspects of documentation including ISO documentation management. Invoice management, project management documentation management and quality management. You can also store original documents such as contracts and quotations.
Mail - Process incoming mail, including all related procedures.
Validation and capture of invoices
Archiving ERP documents electronically
Project Management documentation
Quality Systems Documentation Management (ISO ,...)
Automating document workflows
The openness of the system makes it possible to integrate with ERP systems.
Flexibility
Description
Portant combines the functionalities of Docusign and Zapier, streamlining the creation of robust document workflows using your preferred tools. It offers an effortless way to automate essential business documents, making contract eSigning a breeze. Simply choose a Google Doc agreement template, insert an eSignature placeholder, and let your contract signing process run on autopilot. Additionally, it allows for the generation of bulk invoices; just select a Google Sheet with your invoice data, pick a Google Docs invoice template, and produce 10, 100, or even thousands of invoices in one go. With every submission of a Google Form, an incident report PDF is instantly created and sent out via email. Transform Google Forms into PDFs by selecting a form, tagging a Google Doc or Slides template, and generating PDFs from the submitted responses. Portant can dynamically create documents whenever a form is filled out or a spreadsheet is modified, ensuring efficiency in your workflow. As a comprehensive document automation tool that seamlessly integrates with your existing applications, Portant allows you to focus on what truly matters in your business operations.
API Access
Has API
No
API Access
Has API
No
Integrations
Docusign
No
Gmail
No
Google Cloud Platform
No
Google Docs
No
Google Drive
No
Google Sheets
No
Google Workspace
No
Zapier
No
Integrations
Docusign
Yes
Gmail
Yes
Google Cloud Platform
Yes
Google Docs
Yes
Google Drive
Yes
Google Sheets
Yes
Google Workspace
Yes
Zapier
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$42 per month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Perftech d.o.o.
Founded
1989
Country
Slovenia
Website
www.perftech.si/
Vendor Details
Company Name
Portant
Country
United States
Website
www.portant.co
Product Features
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Product Features
Document Generation
Batch Processing
No
Collaboration
No
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
No
Templates
No
