--- description: Review of Portant Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Portant | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Document Generation Software](/directory/4300/document-generation/software) > [Portant](/software/322912/portant-data-merge) # Portant Canonical: https://www.softwareadvice.co.nz/software/322912/portant-data-merge Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/322912/portant-data-merge?page=2) > 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. > > Verdict: Rated **4.8/5** by 20 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 20 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support | 4.7/5 | Based on overall reviews | | Value for Money | 4.7/5 | Based on overall reviews | | Features | 4.6/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Portant ## Commercial Context - **Starting Price**: US$7.00 - **Pricing model**: Per User (Free version available) (Free Trial) - **Pricing Details**: $7/month to export as pdf and remove Portant branding from emails All other features free to use - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop) - **Supported Languages**: English - **Available Countries**: Australia ## Features - API - Batch Processing - Collaboration Tools - Conditional Logic - Configurable Workflow - Contract Drafting - Customisable Branding - Customisable Forms - Customisable Templates - Customizable Fields - Data Import/Export - Document Automation - Document Generation - Document Storage - Document Templates - Email Templates - Multiple Output Formats - Process/Workflow Automation - Template Management - Templates ## Integrations (3 total) - Google Docs - Google Forms - Trello ## Support Options - Email/Help Desk - Knowledge Base - Phone Support - Chat ## Category - [Document Generation Software](https://www.softwareadvice.co.nz/directory/4300/document-generation/software) ## Alternatives 1. [Microsoft Word](https://www.softwareadvice.co.nz/software/399478/microsoft-word) — 4.7/5 (2783 reviews) 2. [Adobe Acrobat](https://www.softwareadvice.co.nz/software/317350/adobe-acrobat-dc) — 4.7/5 (4170 reviews) 3. [Google Workspace](https://www.softwareadvice.co.nz/software/344998/google-workspace) — 4.7/5 (17484 reviews) 4. [Folge](https://www.softwareadvice.co.nz/software/251239/folge) — 4.8/5 (100 reviews) 5. [Fillable Document](https://www.softwareadvice.co.nz/software/337948/fillable-document) — 4.7/5 (43 reviews) ## Reviews ### "Review for Portant Data Merge" — 5.0/5 > **Meghna** | *20 November 2021* | E-Learning | Recommendation rating: 10.0/10 > > **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. > > 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. ----- ### "A versatile tool with a responsive development team." — 5.0/5 > **Greg** | *18 November 2021* | Nonprofit Organisation Management | Recommendation rating: 10.0/10 > > **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. ----- ### "Stops working and they take away features without informing you" — 1.0/5 > **Dianne** | *1 October 2024* | Health, Wellness & Fitness | Recommendation rating: 1.0/10 > > **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 > > The software was unreliable and we had to often manually run the forms ----- ### "Portant Data Merge from Google Workspace/ Google add on." — 5.0/5 > **Stephen** | *12 January 2022* | Arts & Crafts | Recommendation rating: 10.0/10 > > **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. > > 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. ----- ### "The most valuable tool I never knew I needed" — 5.0/5 > **Alec** | *21 November 2021* | Marketing & Advertising | Recommendation rating: 10.0/10 > > **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. > > 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. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/322912/portant-data-merge?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/322912/portant-data-merge) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data