Portant 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Portant

4.8

(20)

Pricing

Starting at $7.00 per month

About Portant

Portant Data Merge is a Google Workspace tool to give operators an efficiency edge through document automation. By removing manual data entry, Portant Data Merge ensures accurate documents and is built into Google Workspace, allowing the functionality of commonly known tools such as Google Docs, Sheets, Slides, and Forms. Portant is a document merge and workflow add-on available in the Google Workspace Marketplace.

Ideal for sales teams, HR, operations,lLegal teams, education and teachers, and more, Portant Data Merge has features covering many needs. From a document generator, custom email messages with Mail Merge, document sharing and email notifications from email with Gmail, creating multiple documents, and creating approval workflows, Portant Data Merge automates all features to centralize workflows. With the Form Edit Response approval workflows can be made and all documents and presentations can be saved as PDFs (Pro Feature). Great for work built on top of Zapier, Workato, or Integromat. Portant Data Merge lets you consolidate workflows in a centralized Google Workspace.

Portant Screenshots

Portant Pricing and Plans

Starting price: $7.00 per month

Free Trial

Free Version

Basic

$7.00

per user, per month

No plan information available

Portant Features

Popular features found in Document Generation
Batch Processing
Collaboration Tools
Digital Signature
Multiple Output Formats
Templates
More features of Portant
API
Conditional Logic
Configurable Workflow
Contract Drafting
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Templates
Data Import/Export
Document Automation
Document Generation
Document Storage
Document Templates
Email Templates
Process/Workflow Automation
Template Management
Text Editing
Workflow Management

Portant Integrations

Trello

Google Docs

Google Forms

Portant User Reviews

Overall Rating

4.8

Ratings Breakdown

90%

Secondary Ratings

Ease of Use

4.8

Value for money

4.7

Customer support

4.7

Functionality

4.6

Meghna G.

Verified reviewer

E-Learning

2-10 employees

Used monthly for free trial

Reviewed November 2021

Review for Portant Data Merge

The app helps a lot in terms of add-ons. The support teams puts a foot forward to lend in personalized help. Definitely recommend this to everyone looking towards automates.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This software is very easy to use. It incorporates the use of slides and docs both. The help team is a mail away to have a video call and guide the users through every small step.

Cons:

There is no nothing to not like about this software.

Vendor Response

Hi Meghna, Thank you for your review and thank you for recommending us too! Cheers, James | Co-founder

Replied December 2021

Greg P.

Verified reviewer

Non-Profit Organization Management

51-200 employees

Used monthly for less than 6 months

Reviewed November 2021

A versatile tool with a responsive development team.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I do a lot of mail merging for a non-profit that has over 100 units in Ohio alone. Many of the people that I work with do not have Word, Excel and Outlook, so it becomes problematic sharing templates and teaching them how to generate all of those 20+ some documents that are generated by mail merge. I found a nice addon that can merge from Sheets to Docs, but could not do text boxes so I looked for a way to merge to Slides. I did a search and found a way to write a script, but really didn't want to get into that. Looking in the Market, I found Portant, along with some others. So far, it has worked beautifully. I can merge to text boxes and even rotated or animated text boxes. By resizing the slides, I can generate templates for #10 and #9 envelopes, postcards, and letters. Portant can then export those documents and envelopes as either individual .pdf's or as one large .pdf containing all of the merged documents. Because Portant works on the Google platform, everyone in my organization can have access to the templates since we all use a similarly formatted spreadsheet. In addition, I can easily collaborate in real time, unlike in Word, which can collaborate, but can not do mail merge in the online version.

Cons:

This company is less than a year old. They have a great tool, and have been extremely responsive to suggestions for improvements. Right now most of the limitations are related to the Google API limitations, so there are workarounds that can be used.

Reasons for switching to Portant

Each persons needs are unique, so it is possible that another product might be more suitable for others. For me, the ability to merge into a rotated text box is what first drew me to the product. Later I discovered capabilities and uses that even the developers had not considered, such as creating a personalized animated .gif to embed in an email.

Vendor Response

Hi Greg, Thank you so much for the review! I'm glad we saved yo the time of writing a bespoke script! Looking forward to seeing the other things you build with Portant. Cheers, James | Co-founder

Replied November 2021

Dianne W.

Verified reviewer

Health, Wellness and Fitness

2-10 employees

Used daily for less than 2 years

Review source

Reviewed October 2024

Stops working and they take away features without informing you

The software was unreliable and we had to often manually run the forms

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The idea of it generating the forms is what was needed but the reality was very cluncky and didnt always work

Cons:

Often the form submission would fail and we would have to rerun it manually. Then without notice they actually removed the auto generation feature from the tier we were on and they didnt give us any prenotice of this. And so our client was not receiving their forms for 3 months before we found it it wasnt working They also take a long time to respond to any requests

Stephen O.

Verified reviewer

Arts and Crafts

1001-5000 employees

Used daily for less than 12 months

Review source

Reviewed January 2022

Portant Data Merge from Google Workspace/ Google add on.

I have exchanged several e-mails for tech support around my desire to accomplish something that was not included in the original design. My e-mails got live in-person responses. A solution was found and it worked well. While I did not take advantage of an internet meeting, one was offered even before I had really started asking for a feature addition.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I highly recommend Portant Data Merge. I am using this app to mail merge entries to a scale model contest. The entrant fills out a google form and is automatically emailed a PDF of their customized printable form. I took an opportunity to add an emailed note customized for each entrant through the app. The people at Portant Data Merge were present in-person through e-mail and offered an online live conference. They helped me immensely in getting my spreadsheet to generate a serial QR code that will appear on the contestant's form to make tracking so much easier. The end result is exactly what I wanted and the Portant Data Merge will save me many hours of work. I am working with a free gmail account and I can send many different forms to a maximum of 100 different contacts per day. This suits my needs perfectly. The number of contacts can be increased if you have a higher level gmail account.

Cons:

My desire for a serial number printed on a document with a QR requires an extra manual step. Perhaps a future version of the software could make this an operation an included option.

Reasons for choosing Portant

Ease of use. I have integrated Google Forms with a Google Sheets response sheet to populate and email entrant registrations forms for people entering my club's model show called HeritageCon 14.

Vendor Response

Thank you for the review Stephen! Glad to hear you are enjoying using Portant! We will get working on removing the manual step to add a QR code. Cheers, James

Replied January 2022

Alec B.

Verified reviewer

Marketing and Advertising

201-500 employees

Used daily for less than 6 months

Reviewed November 2021

The most valuable tool I never knew I needed

Being a marketing professional, my role is part craft, part keeping clients happy. Most of the latter is achieved through high levels of communication, and that requires constant updates across many projects. Portant allows me to takes tonnes of raw data - contacts, PowerPoint files, contracts, invoices etc - and turn them into something useful via their workflows. It's basically automation without the setup labor cost. It was so easy to get started and even understand the advanced features - plus they're highly responsive with their customer service. Couldn't recommend more highly.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Until I discovered Portant, so many of my MailMerge (and related) functions are work were done either by hand, or by cumbersome combinations of automation technology. This obviously had a high cost associated with it, and my employees found the work menial. Portant took all that and made it streamlined through a single platform. Now we output thousands of documents at a fraction of the time/cost, and my team are much happier that they can spend that time on strategic tasks. The fact that I can onboard any new user in a matter of seconds is a fantastic bonus.

Cons:

I know the platform is in its incipient stages, so it would be great to see what's possible with the evolved version. I'd love a native app for my iPad, for instance.

Reasons for choosing Portant

Streak simply had less features.

Vendor Response

Hi Alec, Thank you for your review and we look forward to woking on an iPad app in the future! Cheers, James | Co-founder

Replied December 2021

Sheryl H.

Verified reviewer

Information Technology and Services

1001-5000 employees

Used monthly for less than 12 months

Reviewed December 2021

Portant / Google Integration & Automation = Efficient Solution

We were creating externally facing Partner Profiles to share information on capabilities and specialties and generated a simple summary with content blocks using submissions from our Intake Form questionnaire. Once we realized it could also be used in beautiful templates that had a more polished, professional look, we redid them all by simply rerunning the data merge into the new templates... what a huge time saver!

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

The ability to solve all our automation needs in one tool. We thought we might need to create a separate form, data merge, template and manually alert people, but this did it all in one. After the setup and testing was complete, we could simply share the intake form and then we were alerted to new entries and could quickly generate a beautiful profile page to share externally.

Cons:

Perhaps there could be more guided instructions on how to optimize the tool.

Reasons for choosing Portant

The end-to-end automation work flows and simplicity, and primarily its ability to work with Google tools.

Vendor Response

Hi Sheryl, Thank you for you review. I'm really glad we could help you solve your automation needs in one place! Thank you also for your comments on the guides and instructions, this is definitely something we are working on. Thanks! James

Replied December 2021

Russell L.

Verified reviewer

Insurance

Self-Employed

Used weekly for less than 2 years

Reviewed November 2021

Using Portant for custom workplace safety solutions.

Great product and creative people. Fun to work with.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The key to building effective workplace safety process solutions for small businesses is a digitalization software that integrates with Google Forms and Sheets, supports a digitized paper trail, leverages conditional logic for email triggers that drive processes, and includes a user-friendly, accessible UI that encourages client involvement and creativity. Portant ticks all those boxes.

Cons:

There is no perfect software, and at times I have had to use custom script, rather than Portant, to solve functionality issues.

Reasons for choosing Portant

Functionality, price, and most importantly, responsive Portant developement team.

Vendor Response

Hi Russell, Thank you so much for the review. I'm really glad we can help providing solutions for Workplace Safety! Great working with you! Cheers, James | Co-founder

Replied November 2021

Lauren M.

Verified reviewer

Food & Beverages

11-50 employees

Used weekly for less than 12 months

Reviewed December 2021

Portant use

Efficient program. Very happy using it & have notified my colleagues and others to use it.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This software has helped my colleagues and I quite a bit in creating final reports, presentations and documents. The process is fast and easy, and most importantly, saves us a lot of time that we can now use elsewhere. The Portant team is always available and are willing to help in anyway necessary as well.

Cons:

Maybe with the transfer of images. Sometimes it doesn't pick up the image and transfer it to the document completely the first time. But otherwise it works well.

Vendor Response

Hi Lauren, Thank you for the review and for recommending Portant to your colleagues! We will get working on making the image transfers more reliable. Thanks, James

Replied December 2021

Rachel G.

Verified reviewer

Health, Wellness and Fitness

Self-Employed

Used monthly for less than 2 years

Review source

Reviewed January 2022

Great product, great team!

Easy to use and a great team! I emailed the team with a question and they got back to me so quickly! Very friendly people and will be using this program for all sorts of stuff! Thank you [SENSITIVE CONTENT] !

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

I love being able to build a template with ease and use it to make high-quality documents. As a busy medical student with many side-projects and passions, this product brought my ideas to life. I love being able to easily make and manipulate a document, thoroughly test it, and have great customer support when I get stumped!

Cons:

That I didn't know about it sooner! Would have saved me loads of time in my work!

Vendor Response

Thank you for your review Rachel!

Replied January 2022

Maicon G.

Verified reviewer

Government Administration

201-500 employees

Used weekly for less than 2 years

Reviewed November 2021

A sensational tool

my experience was sensational, automated documents and procedures, helps a lot in redundant tasks

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This software helps a lot in redundant tasks

Cons:

Some features missing but the developers implements in record time

Reasons for choosing Portant

Because is simple, fast and meets the needs

Vendor Response

Hi Maicon, Thank you for writing this review. You're very kind. You have been using Portant since the beginning, thank you for your comments and guidance in those early days! You have helped form Portant into what it is today. Cheers, James

Replied November 2021

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Portant 2026: Benefits, Features & Pricing

Overview

About Portant

Portant Screenshots

Portant Pricing and Plans

Portant Features

Portant Integrations

Portant User Reviews

Portant Popular Comparisons

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