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Average Ratings 0 Ratings
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.
Description
Affordable Document Management
A digital office will eliminate paper and automate processes.
SearchExpress document management software allows you to share scanned documents and also eForms, Word, and Excel files.
Employees can access documents via their smartphone, tablet, or PC.
Machine Learning
SearchExpress can replace manual data entry with Artificial Intelligence.
SearchExpress can automatically extract invoice data using the pre-trained Microsoft Machine Learning AI, with no training needed.
Manage Documents
SearchExpress offers search and document workflows to automate business processes. This allows people to have the information they need at the right time.
The SearchExpress Voice Digital Assistant, Cyber Express (TM), provides speech queries of your business’s data.
Cyber Express is a smart speaker and smartphone digital assistant that lets you verbally ask questions and get verbal responses of your business’s information, from your smart speaker or smartphone.
Available in cloud and on-premises versions.
API Access
Has API
API Access
Has API
Integrations
Docusign
Gmail
Google Cloud Platform
Google Docs
Google Drive
Google Sheets
Google Workspace
Microsoft 365
Microsoft Dynamics GP
PSA
Integrations
Docusign
Gmail
Google Cloud Platform
Google Docs
Google Drive
Google Sheets
Google Workspace
Microsoft 365
Microsoft Dynamics GP
PSA
Pricing Details
$42 per month
Free Trial
Free Version
Pricing Details
$39/user/month Cloud.
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
Portant
Country
United States
Website
www.portant.co
Vendor Details
Company Name
SearchExpress
Founded
1984
Country
United States
Website
www.searchexpress.com
Product Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Product Features
Digital Workplace
Activity / News Feed
Calendar Management
Chat / Messaging
Content Management
Document Management
Employee Directory
File Sharing
Knowledge Management
Surveys & Feedback
Task Management
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
Electronic Data Capture
Audit Trail
CRF Tracking
Data Entry
Data Verification
Distributed Capture
Document Imaging
Document Indexing
Forms Management
Remote Capture
Study Management
Remote Work
Collaboration
Credential Management
Electronic Signature
Employee Monitoring
Live Chat
Meeting Management
Project Management
Remote Access
Remote Support
Screen Sharing
Softphone
Task Management
Time Zone Tracking
Video Chat
Web Conferencing
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration