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Description
Plumsail Documents will save you from wasting your time copying and pasting data into documents.
The product provides a tool to create automatically the documents you need with data from systems you use every day.
Plumsail Documents offers a wide range of integrations with cloud storage, electronic signature solutions, and other services. It can be integrated into any of your services in Power Automate and Zapier.
These are the challenges Plumsail Documents is able to solve:
- data collection
- document creation
- the e-signature collection
- automated document delivery
- integration and sync with CRM, ERP, and databases
All of it!
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
API Access
Has API
Integrations
Docusign
Gmail
Google Drive
Zapier
Adobe Acrobat Sign
Axis LMS
Dropbox
Dropbox Sign
Easyflow
Google Cloud Platform
Integrations
Docusign
Gmail
Google Drive
Zapier
Adobe Acrobat Sign
Axis LMS
Dropbox
Dropbox Sign
Easyflow
Google Cloud Platform
Pricing Details
$29 per month
Free Trial
Free Version
Pricing Details
$42 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Plumsail
Founded
2011
Country
US
Website
plumsail.com/documents/
Vendor Details
Company Name
Portant
Country
United States
Website
www.portant.co
Product 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
Product Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
