# Portant Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Portant Software - reviews, pricing plans, popular comparisons to other Document Generation products and more.

Source: https://www.capterra.com/p/236177/Portant-Data-Merge

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# 

 Portant Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Portant

## What is Portant?

Built into Google Workspace, this tool to gives operators an efficiency edge through document automation. Eliminates manual work - Portant removes manual data entry from your life, saving you the time and effort of copy/pasting. Makes your documents more accurately - Typos should be a thing of the past. With Portant, you won’t have to worry about mistakes from copy/pasting or manual data entry. Automate your documents with the tools you already use - Google Docs, Sheets, Slides and Forms.

## What is Portant used for?

[Document Generation](https://www.capterra.com/document-generation-software/)

Top alternative

Featured

Overall rating

Based on 20 user reviews

Reviews sentiment

Positive

95%

Neutral

0%

Negative

5%

Starting price

$7

Per User, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Portant?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.portant.co&name=Portant)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Portant

4.8 (20)

VS.

[4.7 (4,165)](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/reviews/)

Starting Price

$7

Per User, Per Month

Starting Price

$19.99

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.8 (20)

Ease Of Use

4.6 (2,686)

Value For Money

4.7 (16)

Value For Money

4.3 (2,075)

Customer Service

4.7 (19)

Customer Service

4.3 (1,844)

## Portant alternatives

[4.6 (991)](https://www.capterra.com/p/162654/PDFfiller/reviews/)

Starting price

$8.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[4.7 (2,781)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/)

Starting price

$39.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)

[4.7 (2,777)](https://www.capterra.com/p/227146/Microsoft-Word/reviews/)

Starting price

$159.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/227146/Microsoft-Word/)

Highest Rated

[Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)

[4.7 (17,470)](https://www.capterra.com/p/247901/Google-Workspace/reviews/)

Starting price

$7.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/247901/Google-Workspace/)

[View all alternatives](https://www.capterra.com/p/236177/Portant-Data-Merge/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Process/Workflow Automation

4.8 (17)

76.47% of 17 reviewers that rated this feature as important or highly important

Streamlining repetitive tasks and activities through automated and predefined workflows

Batch Processing

4.7 (14)

57.14% of 14 reviewers that rated this feature as important or highly important

Software's ability to perform similar action on multiple similar files simultaneously

Templates

4.5 (12)

83.33% of 12 reviewers that rated this feature as important or highly important

Sample files or documents that could be customized as needed or used as is

Collaboration Tools

4.6 (9)

44.44% of 9 reviewers that rated this feature as important or highly important

Provides a channel for team members to share media files, communicate, and work together

Multiple Output Formats

1.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Create content in various formats, such as print, PDF, HTML and more

API

Application programming interface that allows for integration with other systems/databases

Portant 22 features

Application programming interface that allows for integration with other systems/databases

Software's ability to perform similar action on multiple similar files simultaneously

Provides a channel for team members to share media files, communicate, and work together

Capability of a software or system to make decisions and perform actions based on specified conditions

Configure existing workflows to meet your organization's needs

Create, edit, and revise contracts/written agreements

Add customized logos and colors to align with company branding

Customize data fields to support various needs and use cases

Customize contracts and forms to collect specific information

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Automated or logic-based workflows that assist in the creation of electronic documents

Custom forms to streamline repetitious aspects of a document

Store and organize documents in a centralized system

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Pre-made examples and templates for emails

Create content in various formats, such as print, PDF, HTML and more

Streamlining repetitive tasks and activities through automated and predefined workflows

Create, save, and re-purpose templates for emails, forms, etc.

Sample files or documents that could be customized as needed or used as is

Edit text as needed

Create, design and manage workflows for repetitive tasks

Features

4.6 (20)

4.6

Based on 20 reviews

## Pricing

Value for money

4.7 (16)

Free Trial

Free Version

Basic

$7.00

Per User,Per Month

Value for money

4.7 (16)

4.7

Based on 16 reviews

## Integrations

[

Google Docs](https://www.capterra.com/p/160756/Google-Docs/)[

Trello](https://www.capterra.com/p/211559/Trello/)[

Google Forms](https://www.capterra.com/p/176571/Google-Forms/)

## Support, customer service and training options

Customer Service

4.7 (19)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.7 (19)

4.7

Based on 19 reviews

## User reviews

Overall rating

4.8

Based on 20 reviews

Filter by rating

5(18)

4(1)

3(0)

2(0)

1(1)

Mentioned topic

Sorted by most recent

DW

Dianne W.

Director

Health, Wellness and Fitness

### "Stops working and they take away features without informing you"

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

1/10

October 1, 2024

The software was unreliable and we had to often manually run the forms

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

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

SO

Stephen O.

Secretary of a club

Arts and Crafts

### "Portant Data Merge from Google Workspace/ Google add on."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 12, 2022

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.

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.

Reasons 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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

January 16, 2022

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

RG

Rachel G.

Medical student

Health, Wellness and Fitness

### "Great product, great team!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 8, 2022

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 \[SENSITIVE CONTENT\] !

Pros

I 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!

Cons

That I didn't know about it sooner! Would have saved me loads of time in my work!

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

January 11, 2022

Thank you for your review Rachel!

SH

Sheryl H.

Director, Enablement Operations

Information Technology and Services

### "Portant / Google Integration & Automation = Efficient Solution"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

10/10

December 7, 2021

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!

Pros

The 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.

Cons

Perhaps there could be more guided instructions on how to optimize the tool.

Reasons for choosing Portant

The end-to-end automation work flows and simplicity, and primarily its ability to work with Google tools.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

December 9, 2021

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

LM

Lauren M.

Consultant

Food & Beverages

### "Portant use"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 7, 2021

Efficient program. Very happy using it & have notified my colleagues and others to use it.

Pros

This 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.

Cons

Maybe 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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

December 13, 2021

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

MM

Mafalda M.

Graphic designer

Design

### "Good for casual users like me"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

December 6, 2021

Pros

It's very easy to use and gets the job done quickly.

Cons

Just 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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

December 7, 2021

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

JC

Jennifer C.

Teacher-Librarian

Education Management

### "Brilliant solution for our Graduation Slideshow"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 24, 2021

Outstanding--especially the customer service!

Pros

Couldn'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.

Cons

It suited my needs perfectly and so I can't really comment on this.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

December 6, 2021

Thanks Jen, I'm really glad we can help with your graduate slideshow! Great working with you! Cheers, James | Co-founder

Kelley B.

HR Manager

Human Resources

### "Practical Merge solution "

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

November 23, 2021

Pros

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.

Cons

To date I have not experienced any hot button needs/pain points that would be specific to this add on.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

December 6, 2021

Thank you for your review Kelley, I'm really glad we can help saving you time with data merges! Cheers, James | Co-founder

RL

Russell L.

Owner

Insurance

### "Using Portant for custom workplace safety solutions."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 22, 2021

Great product and creative people. Fun to work with.

Pros

The 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.

Cons

There is no perfect software, and at times I have had to use custom script, rather than Portant, to solve functionality issues.

Reasons for choosing Portant

Functionality, price, and most importantly, responsive Portant developement team.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

November 24, 2021

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

JH

Jordan H.

Educator

Education Management

### "Portant Data Merge is making my job do-able"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 21, 2021

Fantastic, easy to use tool and incredible customer service for troubleshooting. Really makes things streamlined and efficient!

Pros

Easy to use, effective, makes things more efficient, phenomenal customer searvice

Cons

Nothing -- it is excellent. When I got stuck, I reached out and they helped me quickly.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

December 6, 2021

Thanks Jordan, I'm really glad you like Portant! Great working with you! Cheers, James | Co-founder

[View all Reviews](https://www.capterra.com/p/236177/Portant-Data-Merge/reviews/)

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