--- title: Portant Reviews meta\_title: 'Portant Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 71 reviews by the users' company size, role or industry to find out how Portant works for a business like yours. aggregate\_rating: rating\_value: 4.9 review\_count: 71 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Portant Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by Portant but has limited features. Are you part of the Portant team? [Upgrade your plan](https://my.g2.com/portant/upgrade?utm_campaign=s3&utm_medium=claim-popup&utm_source=g2) to enhance your branding and engage with visitors to your profile! Portant is the fastest and easiest way to automatically generate invoices, contracts, reports, e-signatures, and all other paperwork. With a few clicks, Portant takes care of your business admin. Generate professional, beautiful and error-free documents that teams and customers will love. Never waste another minute on boring manual tasks! Works with Google Workspace, Outlook, GMail, and syncs data from HubSpot, Xero, Glide, Tally and Zapier. * * * Seller [Portant](https://www.g2.com/sellers/portant) Discussions [Portant Community](https://www.g2.com/products/portant/discuss) Languages Supported German, English, French, Spanish Solution Type All-in-One Overview by James Fyfe (Co-founder @ Portant.co) Show More ## Pricing Pricing provided by Portant. ### Free $0.00 1 Users Per Month ### Pro $49.00 1 Users Per Month [ View More Pricing Information ](https://www.g2.com/products/portant/pricing) ## Top-Rated Alternatives [ ![PandaDoc](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "PandaDoc") PandaDoc 4.7/5(3,656) ](https://www.g2.com/products/pandadoc/reviews) [ ![Qwilr](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Qwilr") Qwilr 4.6/5(915) ](https://www.g2.com/products/qwilr/reviews) [ ![Adobe Acrobat](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Adobe Acrobat") Adobe Acrobat 4.5/5(5,329) ](https://www.g2.com/products/adobe-acrobat/reviews) [ View All Alternatives ](https://www.g2.com/products/portant/competitors/alternatives) ## User Insights Average based on 71 real user reviews. Implementation Time 1 month Perceived Cost $$$$$ Typical contract price $0k - $0k [Sign in to view](/login) Per Month [Log in to unlock pricing and user insights](/login) ## Portant Integrations (1) What do users say about integrations? Integration information sourced from real user reviews. [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") HubSpot Sales Hub ](https://www.g2.com/products/hubspot-sales-hub/reviews) Show More ![Steven W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Steven W.") SW Steven W. President Small-Business (50 or fewer emp.) 7/25/2026 Guest users or non-business users of the software, not included in G2 scores. "Powerful Form-to-Sheet Automation with Insightful Analytics" 5/5 What do you like best about Portant? I love that it not only moves my data from my form to a spreadsheet and doc but also keeps and graphs analytical data that I can use to see where most of my time is spent. Review collected by and hosted on G2.com. What do you dislike about Portant? it was a bit confusing on where I should be managing it, either from the spreadsheet or the doc Review collected by and hosted on G2.com. What problems is Portant solving and how is that benefiting you? I needed data captured in a google form to be put into a doc that I could print and it does that very well. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Marvin B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Marvin B.") MB Marvin B. Founder & CEO Small-Business (50 or fewer emp.) 4/16/2026 "Streamlined Contract Management with Robust Integrations" 4.5/5 What do you like best about Portant? I like Portant because of its integration with Google Drive, which allows me to use standard Google Doc formatting. It's great that I can work in one window and see things update automatically within the platform. I also appreciate how the integration with Google lets me drop dynamic fields that adjust based on the content size, solving the problem of inserting dynamic content into PDFs without messing up the formatting. This feature is a significant benefit since it allows me to avoid the hassle of dealing with static PDFs where I would have to leave space for names of various lengths. Review collected by and hosted on G2.com. What do you dislike about Portant? I'm a bit unimpressed that Portant didn't have built-in functionality for contracts requiring witnesses, which is something that's necessary for my UK-based company. Though I did find a workaround with someone's help, a direct feature would be appreciated. I also found there was a learning curve in getting started with Portant. Initially, it seemed complicated, and I left to look for other platforms before eventually returning because of its high reviews and unique features. It would have been nice if the onboarding process was a bit easier. Review collected by and hosted on G2.com. What problems is Portant solving and how is that benefiting you? Portant automates contract distribution for Share The Truths content creators and integrates with Google Drive, allowing live updates and dynamic field adjustments, improving my workflow. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") UI Verified User in Insurance Small-Business (50 or fewer emp.) 2/18/2026 "User-Friendly Templates That Turn CRM Data into Polished Documents" 5/5 What do you like best about Portant? It’s very user-friendly for people who haven’t used templates before or created files by pulling information directly from the CRM. It makes it easy to turn that data into a really nice document. Review collected by and hosted on G2.com. What do you dislike about Portant? I’ve liked everything so far, including all the support they’ve provided to the team. Review collected by and hosted on G2.com. What problems is Portant solving and how is that benefiting you? It has made my repeated tasks more accurate and more time-efficient. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic MM Megan M. Fund Operations Assistant Small-Business (50 or fewer emp.) 5/13/2025 "Exceptional Customer Service for a Product that Works Great With HubSpot" 5/5 What do you like best about Portant? The flexibility of the application - works with both native and custom objects in HubSpot. The simplicity of the user interface. Most importantly, the exceptional customer service. I had some challenges during the initial implementation of Portant with our instance of HubSpot, as we use mostly custom objects. Their team was exceptional at helping me, and particularly persistent. James, their CEO, put in several hours - even with the time difference between Australia and the US -- helping me get everything in working order. They have, without fail, resolved all of the issues that came up. We have Portant fully deployed on our Enterprise HubSpot Account, and we are using it to produce upwards of 50-100 legal documents a day. Review collected by and hosted on G2.com. What do you dislike about Portant? Really not much at all the complain about, maybe the slowness in initially accessing the files. Review collected by and hosted on G2.com. What problems is Portant solving and how is that benefiting you? HubSpot has a limited option for producing documents, with fields/properties from the objects that reside within its system. Users are limited to "Quotes" which are not very flexible. Portant was the perfect solution to the issue of document creation that was both formulaic and flexible. Portant's service combines Google Docs with HubSpot data to facilitate the creation of every legal document we need created within our business. About 80% of our HubSpot account is customized. Portant supports all custom objects. And because it uses Google Docs as the template, we have all the flexibility and control we need within those templates. Additionally, the price for all of this is very very reasonable! This has solved a big issue we had with HubSpot. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Grégory F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Grégory F.") GF Grégory F. Human Resources Manager Mid-Market (51-1000 emp.) 8/18/2024 "Unmatched Customization and Ease of Use" 5/5 What do you like best about Portant? Portant's flexibility and user-friendly interface set it apart from other e-sign solutions. It's a powerful tool that has simplified our contract management process and improved our overall efficiency. I highly recommend Portant to any business looking for a customizable and reliable e-sign solution. Many e-sign solutions are limited to PDF-based workflows, making it challenging to modify contracts or other documents after they've been created. Portant breaks this mold, allowing you to customize contracts even after they're drafted. The ability to generate dozens of contracts from a spreadsheet and make last-minute edits to the document version before creating and sending the final PDF is invaluable. It streamlines the contract process and saves significant time and effort. Another fantastic feature is the live tracking of contract status (signed/unsigned) on a spreadsheet. This provides a clear and organized overview, eliminating the need for constant follow-ups. Review collected by and hosted on G2.com. What do you dislike about Portant? Honestly, there's not much to dislike. As with any software, there have been occasional glitches, but customer support has always been incredibly responsive and helpful in resolving any issues quickly. Review collected by and hosted on G2.com. What problems is Portant solving and how is that benefiting you? I've already mentioned that above, but Portant addresses the common frustration of inflexible, PDF-based e-signing processes. It empowers us to easily change contracts and other documents even after they're initially drafted. This flexibility saves time, reduces errors, and ensures your agreements are always accurate and up-to-date. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Daniel L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Daniel L.") DL Daniel L. Website, Systems and Social Editor Small-Business (50 or fewer emp.) 8/13/2024 "Fantastic & efficient - love using Portant" 5/5 What do you like best about Portant? I was searching for something like Portant for a long time and when I discovered it - it's been the best thing to help our business become more efficient and digital! I run invoices, receipts, personalised letters, incident logs, file stores and Google Forms notifications through it! It makes letters/emails look more professional and has saved us so much money for allowing us to integrate it to existing systems in Google Drive, instead of having to use a third party provider for invoicing for example. I highly recommend Portant, just see what it can automate for you! Customer support is top class, I remember when something didn't work, the email support was amazing! Review collected by and hosted on G2.com. What do you dislike about Portant? Honestly nothing, I have never needed to use any of the priced plans as I don't send so much in a month, so honestly can't complain! Review collected by and hosted on G2.com. What problems is Portant solving and how is that benefiting you? Invoicing, job applications, CV uploads, signed documents - made the switch so easy and so affordable allowing us to go more digital! So amazing that it compliments G Suite so well! Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Quintus W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Quintus W.") QW Quintus W. CEO Small-Business (50 or fewer emp.) 9/3/2024 "Super efficient and easy to use - creating essential documents for us" 5/5 What do you like best about Portant? We are a high frequency Portant user. Portant has found a way to make it truly easy to generate complicated contracts and communicate easily about it. For a Fintech and LegalTech startup this is an essential product, which is super easy to implement with Hubspot. Portant is very involved and sets up inteviews with their clients through customer support to learn how to improve their product. And they actually do continuasly improve it. Review collected by and hosted on G2.com. What do you dislike about Portant? that I love the tool created by the guys of Portant so much ;) Review collected by and hosted on G2.com. What problems is Portant solving and how is that benefiting you? Portant solves the issue of creating statutory articles, trust conditions, deed of transfers and other legal docs involved in employee participation, based on Hubspot input. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Dan M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dan M.") DM Dan M. VP of Finance & Operations Small-Business (50 or fewer emp.) 12/9/2024 "We find ourselves using it more than we had imagined!" 5/5 What do you like best about Portant? Portant fills the gaps in so many workflows that we had or struggled to develop. The reach and flexibility of this product is unmatched. Review collected by and hosted on G2.com. What do you dislike about Portant? I would like to see a bit more options in security for signature requests. Review collected by and hosted on G2.com. What problems is Portant solving and how is that benefiting you? Automating workflows for finance (invoices and royalty statements) allowing for more streamlined connection to our Expense Management Platform (Ramp). Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Ian M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ian M.") IM Ian M. Executive Director Mid-Market (51-1000 emp.) 8/23/2024 "Intuitive, Efficient and Inexpensive-- Perfect Software for A Small College" 5/5 What do you like best about Portant? We're a small college and rely heavily on the Google suite - this software seamlessly lets us use our existing infrastructure to share mass amounts of data with students from schedules, to book codes to letters. What was once a huge effort is much, much easier. Review collected by and hosted on G2.com. What do you dislike about Portant? Nothing - it's been great and the team has been super supportive! Review collected by and hosted on G2.com. What problems is Portant solving and how is that benefiting you? Distributing book codes to students. With Portant, we can just paste a list of 3000 textbook codes into a Google Sheet and Portant does the work of distributing them. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Dominic M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dominic M.") DM Dominic M. Small-Business (50 or fewer emp.) 3/6/2024 "Incredible! And I've only just scratched the surface of what's possible." 5/5 What do you like best about Portant? The support has been phenomenol! James the founder reached out directly shortly after registration and offered to help set things up personally. Setting up my workflows has been intuitive and Mizo, the support agent has been responsive and offered strategic solutions for any challenges I've encountered. Review collected by and hosted on G2.com. What do you dislike about Portant? I have not encountered any downsides to the platform yet. When I came a cross what I thought was a limitation, Mizo was quick to get be back on track and accomplish what I was looking for. Review collected by and hosted on G2.com. What problems is Portant solving and how is that benefiting you? We need to pass along a new client summary report to various departments as we onboard new clients. Previously we were copying and pasting notes from different applications into a google doc and sending it to the appropriate parties. Now we input all necessary information into Hubspot, click AUTOMATE, and Portant creates the report and sends to all parties. Saves a TON of back and forth. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ## Pricing Options Pricing provided by Portant. ### Free $0.00 1 Users Per Month ### Pro $49.00 1 Users Per Month ### Teams $149.00 5 Users Per Month [ View More Pricing Information ](https://www.g2.com/products/portant/pricing) ##### ##### Portant Features Data Sources Software Spreadsheets Documents Generation Templates Automation Branding Delivery Workflow Schedule Batch Generative AI AI Text Generation AI Text Summarization AI Text-to-Image [ View More Features ](https://www.g2.com/products/portant/features) ##### Categories on G2 [E-Signature](https://www.g2.com/categories/e-signature)[Document Generation](https://www.g2.com/categories/document-generation)[Contract Management](https://www.g2.com/categories/contract-management) [E-Signature](https://www.g2.com/categories/e-signature)[Document Generation](https://www.g2.com/categories/document-generation)[Contract Management](https://www.g2.com/categories/contract-management)[Proposal](https://www.g2.com/categories/proposal)[Contract Lifecycle Management (CLM)](https://www.g2.com/categories/contract-lifecycle-management-clm) [Show MoreShow Less](javascript:void(0);) ##### Explore More [Which financial fraud prevention software reduces manual review workload while catching stolen card use?](https://www.g2.com/discussions/which-financial-fraud-prevention-software-reduces-manual-review-workload-while-catching-stolen-card-use)[What corporate volunteering platforms hold up when a large enterprise is scaling a program to thousands of employees without the admin overhead becoming unmanageable?](https://www.g2.com/discussions/what-corporate-volunteering-platforms-hold-up-when-a-large-enterprise-is-scaling-a-program-to-thousands-of-employees-without-the-admin-overhead-becoming-unmanageable)[Best sales enablement software for startups](https://www.g2.com/discussions/what-s-the-best-sales-enablement-software-for-startups) [Best voice transcription software for business meetings](https://www.g2.com/discussions/best-voice-transcription-software-for-business-meetings)[What practice management system offers the best analytics features?](https://www.g2.com/discussions/what-practice-management-system-offers-the-best-analytics-features)[Pros and Cons Details](https://www.g2.com/products/portant/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)