All Portant Reviews
1-19 of 19 Reviews
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Meghna
Verified reviewer
E-Learning, 2-10 employees
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
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.
PROSThis 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.
CONSThere 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
Stephen
Arts and Crafts, 1,001-5,000 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
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.
PROSI 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.
CONSMy 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.
Reason 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
Mafalda
Design, 1 employee
Used monthly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed December 2021
Good for casual users like me
It's very easy to use and gets the job done quickly.
CONSJust a minor thing: it was missing a CC field in the automatic emails last time I used the app, but the developer seemed interested in adding that feature so maybe this will be fixed in the future.
Vendor Response
Hi Mafalda, Thank you for your review. We have developed the cc feature and will let you know when it is live. Have a great day! Cheers, James | Co-founder
Replied December 2021
Alec
Marketing and Advertising, 201-500 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
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.
PROSUntil 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.
CONSI 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.
Reason 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
Greg
Non-Profit Organization Management, 51-200 employees
Used monthly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed November 2021
A versatile tool with a responsive development team.
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.
CONSThis 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
Russell
Insurance, 1 employee
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2021
Using Portant for custom workplace safety solutions.
Great product and creative people. Fun to work with.
PROSThe 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.
CONSThere is no perfect software, and at times I have had to use custom script, rather than Portant, to solve functionality issues.
Reason 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
Sheryl
Information Technology and Services, 1,001-5,000 employees
Used monthly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
FUNCTIONALITY
5
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!
PROSThe 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.
CONSPerhaps there could be more guided instructions on how to optimize the tool.
Reason 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
Lauren
Food & Beverages, 11-50 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2021
Portant use
Efficient program. Very happy using it & have notified my colleagues and others to use it.
PROSThis 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.
CONSMaybe 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
Maicon
Government Administration, 201-500 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2021
A sensational tool
my experience was sensational, automated documents and procedures, helps a lot in redundant tasks
PROSThis software helps a lot in redundant tasks
CONSSome features missing but the developers implements in record time
Reason 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
Kelley
Verified reviewer
Human Resources, 10,000+ employees
Used monthly for less than 6 months
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed November 2021
Practical Merge solution
I have been leveraging Portant for the past 5 months and have converted other co-workers to using this add-on. The efficiency of this product, automating data merges between sheet, slide and doc is a great time-saver. Very pleased with the product and updates.
CONSTo date I have not experienced any hot button needs/pain points that would be specific to this add on.
Vendor Response
Thank you for your review Kelley, I'm really glad we can help saving you time with data merges! Cheers, James | Co-founder
Replied December 2021
Siti
Education Management, 1,001-5,000 employees
Used monthly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed November 2021
My personal experience using the software
This software definitely helped with my certificate problem. Before I encounter with this software, providing people with certificate have been the hardest job because I have to type manually the email address and too much error occur. Thus is software really minimize the errors.
PROSI am currently trying to use this software to distribute certificates after each events that my university held and this software came out to be the easiest for me to handle. The instructions can be easily followed and if there were problems regarding the instructions, you can always ask directly and they will patiently help you. so I am so excited to further explore this software later on.
CONSSometimes, the certificate did not get delivered to certain people. That, I am not so sure what might be the problem. Probably due to an incorrect email or else. However, when this problem occur, I cannot detect who did not receive the certificate unless the participant itself came up to me. and thus I will personally email them their certificate.
Vendor Response
Hi Siti, Thank you so much for your review. Your problem is exactly what we designed Portant to solve, so I'm glad it's working well. We will investigate what is going on with the emails and see if we can make any improvements on our end. I'll message you if we find anything. Cheers, James | Co-founder
Replied November 2021
Joshua
Marketing and Advertising, 201-500 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2021
Easy to use and highly effective
Solved our admin workflows in a really easy to use manner.
PROSPortant has filled a very much needed gap in the administration workflow. It's a simple to use tool, with no feature-bloating, but highly effective and saves a ton of time in our admin.
CONSBeing a fairly new product, I'm looking forward to the expanding integrations with other platforms
Vendor Response
Hi Josh, Thanks for the review, we really appreciate you taking the time! We're glad we could help with your admin workload. Cheers, James | Co-founder
Replied November 2021
Rachel
Health, Wellness and Fitness, 1 employee
Used monthly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
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] !
PROSI 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!
CONSThat 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
Jordan
Education Management, 51-200 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2021
Portant Data Merge is making my job do-able
Fantastic, easy to use tool and incredible customer service for troubleshooting. Really makes things streamlined and efficient!
PROSEasy to use, effective, makes things more efficient, phenomenal customer searvice
CONSNothing -- it is excellent. When I got stuck, I reached out and they helped me quickly.
Vendor Response
Thanks Jordan, I'm really glad you like Portant! Great working with you! Cheers, James | Co-founder
Replied December 2021
Jennifer
Education Management, 51-200 employees
Used monthly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2021
Brilliant solution for our Graduation Slideshow
Outstanding--especially the customer service!
PROSCouldn't find an add on that would merge spreadsheet data to slides including photos (unless the photos were public on the web) and now I have. Made creating a Graduation Slideshow so easy. Also, amazing customer service; [SENSITIVE CONTENT] were awesome at helping to troubleshoot.
CONSIt suited my needs perfectly and so I can't really comment on this.
Reasons for switching to Portant
The product I was using did not allow for me to merge a photo from my Google drive without having to tediously make each one public.
Vendor Response
Thanks Jen, I'm really glad we can help with your graduate slideshow! Great working with you! Cheers, James | Co-founder
Replied December 2021
Shari
Real Estate, 2-10 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2021
Seamless data merge add-on for Google docs
Works exactly as described. We needed this for one specific workflow in our business, to data merge info from a form into a document. Now that I've seen it in action, I can think of so many more uses, especially with the Pro version. Support was very helpful in solving a problem within my responses sheet that was preventing the app from running. Highly recommend!
CONSThe help files are a little hard to find.
Vendor Response
Hi Shari, Thank you so much for the review. We're glad we were able to help. Please reach out if you need any help with the other workflows you have planned. Cheers, James | Co-founder
Replied November 2021
Anthony
Design, 1 employee
Used monthly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2021
Portant Data Merge makes your life so much easier!
Great customer service. Overall a very pleasant experience.
PROSPortant is a super helpful add-on for Google Workspace. It makes your life easier, saves time, and helps keep your focus on the important things. Less time spent on admin allows you to spend more time being productive.
CONSTook some time to get used to the software, but the learning process is very intuitive and helpful.
Vendor Response
Hi Anthony, What a nice review. Thank you for taking the time to write it! We will work on making Portant even easier to use in the future. Please let me know if we can help with anything. Cheers, James
Replied November 2021
Michael
Research, 11-50 employees
Used monthly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2021
Pilot44
Great customer service!! Would love a feature that would create market maps--merging many rows into one slide vs single slide per row but other than that love this add on
CONSOverall everything works well! fast response for any issues
Vendor Response
Hi Mike, Thank you for reviewing Portant! We're glad you're enjoying it. We really need to come up with a way of creating the market map feature - we'll get our thinking caps on! Cheers, James | Co-founder
Replied November 2021
Andrew
Computer Networking, 11-50 employees
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2021
Simplifying document creation
I needed to create multiple replicated documents to share with ~30 individuals, all with slightly different data depending on the individual. I already had the data in Google sheets, and the Docs templates, so I decided to give Portant a try. Using Portant was a pleasure - it was easy to setup, intuitive to use and provided value immediately. I was impressed!
PROSVery easy to setup and intuitive to use. The product has good, in-context instructions that help you along the way.
CONSNothing that comes to mind, it did what it said it would do.
Vendor Response
Hi Andrew, Thank you so much for taking the time to write a review for Portant. I'm glad we were able to help out creating your documents! Cheers, James | Co-founder
Replied November 2021