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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

TurboDocx is an innovative platform that leverages artificial intelligence to streamline document automation and templating, allowing businesses to swiftly produce, tailor, and oversee professional documents and presentations through the use of reusable templates, centralized content, and smart automation features. Users can effortlessly extract data from various sources, including customer relationship management systems, meeting notes, and project management tools, to fill templates with precise and current information, thereby minimizing manual data entry and mitigating the risk of errors. The platform accommodates both AI-driven and manual processes, giving users the flexibility to auto-fill fields, create personalized content sections, and modify tone and style, or compile documents by selecting approved materials from a communal knowledge base to maintain brand coherence. With seamless integration into applications like Microsoft Word, PowerPoint, Google Docs, and various cloud storage solutions, teams can operate within their preferred environments while benefiting from automated document creation, making the overall process more efficient and organized. This adaptability not only enhances productivity but also fosters collaboration among team members.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Google Docs Yes 
Google Drive Yes 
Zapier Yes 
Atera No 
Autotask PSA No 
Box No 
Dropbox No 
Gmail Yes 
Go No 
Google Sheets Yes 
Google Workspace Yes 
JavaScript No 
Microsoft OneDrive No 
Microsoft Word No 
SolarWinds Service Desk No 
Tines No 
TurboQuote No 
Wrike No 
Zoho CRM No 
Zoom No 

Integrations

Google Docs Yes 
Google Drive Yes 
Zapier Yes 
Atera Yes 
Autotask PSA Yes 
Box Yes 
Dropbox Yes 
Gmail No 
Go Yes 
Google Sheets No 
Google Workspace No 
JavaScript Yes 
Microsoft OneDrive Yes 
Microsoft Word Yes 
SolarWinds Service Desk Yes 
Tines Yes 
TurboQuote Yes 
Wrike Yes 
Zoho CRM Yes 
Zoom Yes 

Pricing Details

$42 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

$10 per month
Free Trial Yes 
Free Version 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 

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 No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Portant

Country

United States

Website

www.portant.co

Vendor Details

Company Name

TurboDocx

Founded

2022

Country

United States

Website

www.turbodocx.com

Product Features

Document Generation

Batch Processing No 
Collaboration No 
Digital Signature No 
Interaction Tracking No 
Multiple Output Formats No 
Templates No 

Product Features

Document Generation

Batch Processing No 
Collaboration No 
Digital Signature No 
Interaction Tracking No 
Multiple Output Formats No 
Templates No 

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