Portant

Portant

Portant is a document automation platform that streamlines workflows for sales, finance, HR, and more, saving organizations an average of 125 hours monthly.

Location: Australia
Software Type: Web App

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Description

Portant is an advanced document automation platform that significantly enhances workflow efficiency across various sectors including finance, sales, HR, legal, and IT.
The platform provides tools for automating essential sales documents such as quotes, proposals, contracts, and invoices. By integrating seamlessly with popular platforms like Google Workspace and various CRM systems, Portant ensures that users can create, manage, and send documents effortlessly.
Key functionalities include:

  • eSignatures: Users can collect electronic signatures securely, facilitating quick approvals and transactions.
  • Customizable Templates: Create tailored templates for frequently used documents, ensuring consistency and professionalism.
  • Time Savings: Portant helps organizations reclaim time, averaging about 125 hours each month, leading to substantial cost reductions. The average annual savings reported is around $24,000.
  • User Base: Over 600,000 users have adopted Portant, demonstrating its effectiveness and reliability.

Portant also offers a wealth of resources including customer stories, a blog, and detailed integration guides to further enhance user experience and support.
This platform addresses common workflow challenges by automating repetitive tasks and simplifying document management.

Features

Document Automation

Automatically generate and manage sales documents, freeing up valuable time for your team.

eSignatures

Collect signatures electronically to expedite document approvals.

Customizable Templates

Design templates for quotes, proposals, and invoices to maintain brand consistency.

CRM and Google Workspace Integration

Easily connect with popular CRMs and Google Workspace for seamless document management.

Time and Cost Savings

Save an average of 125 hours monthly and reduce costs, with reported savings of $24,000 per year.

Tags

automationdocumentsworkflowefficiencysalesfinanceHR

Documentation & Support

  • Documentation
  • Support
  • Updates
  • Online Support