# 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/pricing --- # 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. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [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 (4,187)](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 (2,711) Value For Money 4.7 (16) Value For Money 4.3 (2,093) Customer Service 4.7 (19) Customer Service 4.3 (1,861) ## Portant alternatives [4.7 (2,852)](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 [4.6 (992)](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 [Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/) [4.7 (2,802)](https://www.capterra.com/p/227146/Microsoft-Word/reviews/) Starting price $9.99 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 (17,532)](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/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)