--- 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: '2026-08-04' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Portant Reviews **Vendor:** Portant **Category:** [Contract Management Software](https://www.g2.com/categories/contract-management) **Average Rating:** 4.9/5.0 **Total Reviews:** 71 ## About Portant 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. ## Portant Pros & Cons **What users like:** - Users find Portant to be **extremely convenient** , enabling easy data sharing for swift team responses. (2 reviews) - Users value the **user-friendly document management** of Portant, streamlining document creation from CRM data efficiently. (2 reviews) - Users value the **unmatched flexibility** of Portant, efficiently handling both native and custom objects in HubSpot. (2 reviews) - Users praise the **user-friendly design** of Portant, simplifying document creation from CRM data even for novices. (2 reviews) - Users value Portant's **time efficiency** , transforming CRM data into documents quickly and seamlessly enhancing their workflows. (2 reviews) - AI Functionality (1 reviews) - Collaboration (1 reviews) - Communication (1 reviews) - Contract Management (1 reviews) - CRM Integration (1 reviews) **What users dislike:** - Users find the **difficult editing** process of Portant frustrating, often needing to adjust settings repeatedly. (1 reviews) - Users find the **inflexible font customization** in Portant cumbersome, requiring frequent manual adjustments to their preferences. (1 reviews) - Users find the **manual processes** cumbersome, requiring frequent adjustments to settings, disrupting their workflow. (1 reviews) - Users desire more **security options** for signature requests to enhance their overall safety and assurance. (1 reviews) - Users desire more **security options for signature requests** , seeking enhanced flexibility and protection for their documents. (1 reviews) - Slow Performance (1 reviews) ## Portant Reviews ### 1. Super helpfull and saves time for me and colleagues **Rating:** 5.0/5.0 stars **Reviewed by:** Danila B. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 10, 2024 **What do you like best about Portant?** This is a really great service to automate our internal and external documents workflows. First we did invoicing system and requests automation, but it was just a beginning. **What do you dislike about Portant?** Sometimes support answers just very scrripted. **What problems is Portant solving and how is that benefiting you?** Documents standardization inside a company. ### 2. Best for Conversation between Google Docs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2024 **What do you like best about Portant?** I love that it is easy to use, reliable, and is able to generate multiple documents, which saves me so much time. **What do you dislike about Portant?** I only wish that it was possible to carry the header and footer from the template to the output documents when creating multiple documents. **What problems is Portant solving and how is that benefiting you?** Generating data reports for sessions with clients from a google form to a narrative in a google doc. ### 3. Potant is best **Rating:** 5.0/5.0 stars **Reviewed by:** Mohd Hasan J. | Sales Trainee, Small-Business (50 or fewer emp.) **Reviewed Date:** December 28, 2023 **What do you like best about Portant?** I always like to use portant for all the activities that I performed around me. It is like a gift to me. **What do you dislike about Portant?** There is nothing that I can say I disliked about portant. **What problems is Portant solving and how is that benefiting you?** It helps in converting most of my documents easily ### 4. Smooth HR streamline **Rating:** 5.0/5.0 stars **Reviewed by:** Jenjira K. | Studeny, Small-Business (50 or fewer emp.) **Reviewed Date:** December 29, 2023 **What do you like best about Portant?** I like how customizable and useful it is. I initially used it to create job application from Google Form fill. The contract is created right after the form submission, ready to print and sign. It also has 100 documents per month free, so very easy to get started **What do you dislike about Portant?** I don't find what I dislike now. It works fine for my streamline **What problems is Portant solving and how is that benefiting you?** I use it for my HR work to create contract from job application on Google Form. ### 5. Effectively efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Adv. Ashutosh S. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 30, 2023 **What do you like best about Portant?** The large variety of templates almost for every situation is there. I am an attorney and find the services very useful for contracts, NDAs etc. **What do you dislike about Portant?** Apart from the names of the parties, everything else is pre-filled however I believe the particulars of a contract and NDA template must be left for the users to edit on the website only. **What problems is Portant solving and how is that benefiting you?** A couple of problems, from contract and NDA templates to invoice templates, it is very helpful. ### 6. Super easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Sam P. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 28, 2023 **What do you like best about Portant?** It was super easy to setup and start using Portant! I was able to automate my manual business tasks so easily and I haven't looked back since. **What do you dislike about Portant?** More integrations with different software platforms would be nice, but I still love the product! **What problems is Portant solving and how is that benefiting you?** I have a list of names that need to have a document generated. I used to manually do this, but it got tedious. Portant allowed me to automate this making my life so easy! ### 7. Time saving tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.) **Reviewed Date:** December 22, 2023 **What do you like best about Portant?** It's super simple to automate documents like simple agreements and letters when you need to mass produce from a template and it's user friendly enough for non-technical users. **What do you dislike about Portant?** No features that I dislike so far from using it **What problems is Portant solving and how is that benefiting you?** The major two problems Portant solves are time and potential errors that come from manual data entry. Pushing data from a spreadsheet with formulas and rules into a document gives me so much more peace of mind. ### 8. Really handy tool **Rating:** 5.0/5.0 stars **Reviewed by:** acacia h. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 30, 2023 **What do you like best about Portant?** Its really easy to get started and the team are on hand to help if you need it. There are a lot of great features and the integrations make the entire user experience very sleek. **What do you dislike about Portant?** Nothing! It's really easy to use and i had no issues with it. **What problems is Portant solving and how is that benefiting you?** The time it takes to send out standardised documents. Portant has helped us to speed this process up massively. ### 9. Portant is helping me to give more time to my family **Rating:** 5.0/5.0 stars **Reviewed by:** Carolina H. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 28, 2023 **What do you like best about Portant?** Easy to use, intuitive, no previous knowledge needed **What do you dislike about Portant?** It would be great if you make an app, also would be great if it integrates to drive too, even if its payable **What problems is Portant solving and how is that benefiting you?** fill forms automatically for me generating an inform, it fits pictures in a format and only I have acces so not everyone is getting their hands on the informs, just giving me the content ### 10. Makes our process so easy and streamlined! **Rating:** 5.0/5.0 stars **Reviewed by:** Nathalie V. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 28, 2023 **What do you like best about Portant?** Very easy to use, very effieicient, good price **What do you dislike about Portant?** There is nothing I dislike about it. It is great. **What problems is Portant solving and how is that benefiting you?** Sending customized PDF to large amount of emails ### 11. Portant is the Best! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** December 28, 2023 **What do you like best about Portant?** Portant enables me to automate my workflow beautifully and easily. James has been a great resource and has answered all my problems quickly and patiently. Most importantly he is open to feedback and comments. Thanks Portant team for the great product! **What do you dislike about Portant?** Looking forward to seeing more add-ons in the product. **What problems is Portant solving and how is that benefiting you?** It automates my workflow and makes my day much more efficient. ### 12. Amazing workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Mid-Market (51-1000 emp.) **Reviewed Date:** December 12, 2023 **What do you like best about Portant?** Saves me so much time with random google taks, creating certificates, sending emails. Being notified when people do things on forms etc. etc. It's super easy to set up and then let it run automatically. I use it all of the time. **What do you dislike about Portant?** Nothing really it's a great program and it's free! **What problems is Portant solving and how is that benefiting you?** Helps me automate my workflow. ### 13. Excited **Rating:** 4.5/5.0 stars **Reviewed by:** Theoneste N. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 28, 2023 **What do you like best about Portant?** I like "portant" because I can use it while I use Linux. It is really helpful to both users, including Linux. **What do you dislike about Portant?** I wish to test it with a premium account so that I can test how it would be with premium accounts. **What problems is Portant solving and how is that benefiting you?** I really use it for mail merge ### 14. Great Workflow Tool. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** December 28, 2023 **What do you like best about Portant?** Ease to use, easy to implement, clean user interface/UX, integrated with all major data sources. **What do you dislike about Portant?** Nothing of importance, our use case was minimal but the free plan worked well for that. **What problems is Portant solving and how is that benefiting you?** We used this to turn Google Forms into PDFs via an automated workflow function. ### 15. Wonderful tool that connects well with our CRM Hubspot **Rating:** 5.0/5.0 stars **Reviewed by:** Mouloud D. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 30, 2023 **What do you like best about Portant?** Portant is quite simple to use and understand. Portant's team is also really flexible and available. **What do you dislike about Portant?** Not an isue with Portant, but sometimes limited by Hubspot **What problems is Portant solving and how is that benefiting you?** Generate document directly by using our CRM database automatically ### 16. Speeds up presentations! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** December 28, 2023 **What do you like best about Portant?** It's absolutely sped up my templetized presentations **What do you dislike about Portant?** It can be a little finnicky on variables and if I haven't done the nested formulas right. **What problems is Portant solving and how is that benefiting you?** Speeding up presentation and printable generation that follows specific formats ### 17. Customer Service and Solution are both great! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** December 28, 2023 **What do you like best about Portant?** The one-on-one customer service you recieve is nothing short of awesome. This tool is a great solution for someone looking to utilize Google docs but looking for something that can do automated workflows with signatures/approvals. **What do you dislike about Portant?** Nothing. I did have a few questions that came up during the inital roll out, but recieved great customer support. **What problems is Portant solving and how is that benefiting you?** Workflow creation for Google Docs with workflows and approvals ### 18. Improved Productivity significantly **Rating:** 5.0/5.0 stars **Reviewed by:** Jason R. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 28, 2023 **What do you like best about Portant?** Great cusomter support and easy to use software. **What do you dislike about Portant?** Would love more features to use from the portant dashboard **What problems is Portant solving and how is that benefiting you?** Integration between software we use daily ### 19. Great tool for generating bulk invoices **Rating:** 4.0/5.0 stars **Reviewed by:** Mahesh M. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 15, 2023 **What do you like best about Portant?** Ease of use. Customer support. Ease of Integration **What do you dislike about Portant?** Not sure if E-signatures are valid in India like Docusign and Dropboxsign. **What problems is Portant solving and how is that benefiting you?** Automating the invoice creation. ### 20. Sensible solution that worked for us **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 28, 2023 **What do you like best about Portant?** Tutorials and ease of use, it plugged straight in and made it easy to get started. **What do you dislike about Portant?** I had a specific use case and after that project it didn't make sense to continue with the subscription after that. **What problems is Portant solving and how is that benefiting you?** Generating contracts and invoices from a template ### 21. Good product and easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Apparel & Fashion | Mid-Market (51-1000 emp.) **Reviewed Date:** December 28, 2023 **What do you like best about Portant?** Very easy to set up and implement. Does not require much skills. **What do you dislike about Portant?** I will be much more happy with the prodcuts if the price is much more affordable. **What problems is Portant solving and how is that benefiting you?** Document automation - [View Portant pricing details and edition comparison](https://www.g2.com/products/portant/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-05+09%3A32%3A56+-0500&secure%5Bsession_id%5D=961134fb-2104-4af6-b96c-a1461bf3b8e6&secure%5Btoken%5D=7821eafe87c01354685e447efbbcda161b4d3ac8bce23ff0cd602e03f51c32e7&format=llm_user) ## Portant Integrations - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) ## Portant Features **Signature Process** - Document Signing - Reminders and Expirations - Sign-In Process - Mobile Signatures - Signature Workflow - Bulk Digital Signatures - Reporting - Signature Document Creation **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **Contract Management Platform Features** - Contract Creation - Contract Templates - Contract Editing - Contract Attachments - Contract Collaboration - Approval Process - Notifications & Reminders - Contract Database - Integrations / APIs - Reporting & Dashboards **Data Sources** - Software - Spreadsheets - Documents **Generation** - Templates - Automation - Branding **Contract Creation & Management** - Contract Creation - Contract Templates - Contract Editing - Contract Attachments **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **Collaboration** - Contract Collaboration - Approval Process **Generative AI** - AI Text Generation - AI Text Summarization **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Delivery** - Workflow - Schedule - Batch **Other Platform Features** - Notifications & Reminders - Contract Database - Contract Compliance - Integrations / APIs - E-Signature **Agentic AI - Contract Management** - Autonomous Task Execution **Agentic AI - E-Signature** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - E-Signature Integration - CPQ Integration - API / Integrations **Contract Data** - Reporting & Dashboards - Advanced Contract Analytics **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Image **Security and Scalability** - Regulatory Compliance - Signature History and Audit - Enterprise Scalability **Generative AI** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Generation **Agentic AI - Document Generation** - Autonomous Task Execution **Platform** - Custom Branding - User, Role, and Access Management - Internationalization - Performance and Reliability - Integration APIs **Agentic AI - Contract Lifecycle Management (CLM)** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Portant Alternatives - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,442 reviews) - [Qwilr](https://www.g2.com/products/qwilr/reviews) - 4.6/5.0 (900 reviews) - [Adobe Acrobat](https://www.g2.com/products/adobe-acrobat/reviews) - 4.5/5.0 (4,663 reviews)