# Portant Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Portant the right Document Generation solution for you? Explore 20 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/236177/Portant-Data-Merge/reviews --- Portant 4.8 (20) [View alternatives](https://www.capterra.com/p/236177/Portant-Data-Merge/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Portant Ease of use 4.8 Customer Service 4.7 ## Pros and Cons in Reviews RG Rachel G Medical studentHealth, Wellness and Fitness, Self-employedUsed the software for: 1-2 years. “I love being able to easily make and manipulate a document, thoroughly test it, and have great customer support when I get stumped!“ January 8, 2022 AB Alec B Head of Experience DesignMarketing and Advertising, 201 - 500 employeesUsed the software for: Less than 6 months. “It was so easy to get started and even understand the advanced features - plus they're highly responsive with their customer service.“ November 21, 2021 Meghna G Human Resource Intern E-Learning, 2 - 10 employeesUsed the software for: I used a free trial. “The support teams puts a foot forward to lend in personalized help.“ November 20, 2021 JS Joshua S Head of MartechMarketing and Advertising, 201 - 500 employeesUsed the software for: Less than 6 months. “Solved our admin workflows in a really easy to use manner.“ November 20, 2021 ## Showing most helpful reviews Showing 1-20 of 20 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Meghna G. Human Resource Intern E-Learning Used the software for: I used a free trial ### "Review for Portant Data Merge" November 20, 2021 5.0 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. 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. Review Source Response from Portant December 6, 2021 Hi Meghna, Thank you for your review and thank you for recommending us too! Cheers, James | Co-founder GP Greg P. Technical Assistant Non-Profit Organization Management Used the software for: Less than 6 months ### "A versatile tool with a responsive development team." November 18, 2021 5.0 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. Review Source Response from Portant November 24, 2021 Hi Greg, Thank you so much for the review! I'm glad we saved yo the time of writing a bespoke script! Looking forward to seeing the other things you build with Portant. Cheers, James | Co-founder DW Dianne W. Director Health, Wellness and Fitness Used the software for: 1-2 years ### "Stops working and they take away features without informing you" October 1, 2024 1.0 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 SO Stephen O. Secretary of a club Arts and Crafts Used the software for: 6-12 months ### "Portant Data Merge from Google Workspace/ Google add on." January 12, 2022 5.0 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. Reason 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 Response from Portant 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 AB Alec B. Head of Experience Design Marketing and Advertising Used the software for: Less than 6 months ### "The most valuable tool I never knew I needed" November 21, 2021 5.0 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. 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. Alternatives considered [Streak](https://www.capterra.com/p/124465/Streak/) Reason for choosing Portant Streak simply had less features. Review Source Response from Portant December 6, 2021 Hi Alec, Thank you for your review and we look forward to woking on an iPad app in the future! Cheers, James | Co-founder SH Sheryl H. Director, Enablement Operations Information Technology and Services Used the software for: 6-12 months ### "Portant / Google Integration & Automation = Efficient Solution" December 7, 2021 5.0 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. Reason for choosing Portant The end-to-end automation work flows and simplicity, and primarily its ability to work with Google tools. Review Source Response from Portant 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 RL Russell L. Owner Insurance Used the software for: 1-2 years ### "Using Portant for custom workplace safety solutions." November 22, 2021 5.0 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. Reason for choosing Portant Functionality, price, and most importantly, responsive Portant developement team. Review Source Response from Portant 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 LM Lauren M. Consultant Food & Beverages Used the software for: 6-12 months ### "Portant use" December 7, 2021 5.0 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 Response from Portant 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 RG Rachel G. Medical student Health, Wellness and Fitness Used the software for: 1-2 years ### "Great product, great team!" January 8, 2022 5.0 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 Response from Portant January 11, 2022 Thank you for your review Rachel! MG Maicon G. Analsys of system Government Administration Used the software for: 1-2 years ### "A sensational tool" November 18, 2021 5.0 my experience was sensational, automated documents and procedures, helps a lot in redundant tasks Pros This software helps a lot in redundant tasks Cons Some features missing but the developers implements in record time Reason for choosing Portant Because is simple, fast and meets the needs Review Source Response from Portant November 24, 2021 Hi Maicon, Thank you for writing this review. You're very kind. You have been using Portant since the beginning, thank you for your comments and guidance in those early days! You have helped form Portant into what it is today. Cheers, James JS Joshua S. Head of Martech Marketing and Advertising Used the software for: Less than 6 months ### "Easy to use and highly effective" November 20, 2021 5.0 Solved our admin workflows in a really easy to use manner. Pros Portant has filled a very much needed gap in the administration workflow. It's a simple to use tool, with no feature-bloating, but highly effective and saves a ton of time in our admin. Cons Being a fairly new product, I'm looking forward to the expanding integrations with other platforms Review Source Response from Portant November 24, 2021 Hi Josh, Thanks for the review, we really appreciate you taking the time! We're glad we could help with your admin workload. Cheers, James | Co-founder AJ Anthony J. Owner Design Used the software for: 6-12 months ### "Portant Data Merge makes your life so much easier!" November 18, 2021 5.0 Great customer service. Overall a very pleasant experience. Pros Portant is a super helpful add-on for Google Workspace. It makes your life easier, saves time, and helps keep your focus on the important things. Less time spent on admin allows you to spend more time being productive. Cons Took some time to get used to the software, but the learning process is very intuitive and helpful. Review Source Response from Portant November 24, 2021 Hi Anthony, What a nice review. Thank you for taking the time to write it! We will work on making Portant even easier to use in the future. Please let me know if we can help with anything. Cheers, James SJ Siti J. PART-TIME LECTURER Education Management Used the software for: Less than 6 months ### "My personal experience using the software" November 20, 2021 5.0 This software definitely helped with my certificate problem. Before I encounter with this software, providing people with certificate have been the hardest job because I have to type manually the email address and too much error occur. Thus is software really minimize the errors. Pros I am currently trying to use this software to distribute certificates after each events that my university held and this software came out to be the easiest for me to handle. The instructions can be easily followed and if there were problems regarding the instructions, you can always ask directly and they will patiently help you. so I am so excited to further explore this software later on. Cons Sometimes, the certificate did not get delivered to certain people. That, I am not so sure what might be the problem. Probably due to an incorrect email or else. However, when this problem occur, I cannot detect who did not receive the certificate unless the participant itself came up to me. and thus I will personally email them their certificate. Review Source Response from Portant November 24, 2021 Hi Siti, Thank you so much for your review. Your problem is exactly what we designed Portant to solve, so I'm glad it's working well. We will investigate what is going on with the emails and see if we can make any improvements on our end. I'll message you if we find anything. Cheers, James | Co-founder JH Jordan H. Educator Education Management Used the software for: Less than 6 months ### "Portant Data Merge is making my job do-able" November 21, 2021 5.0 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 Response from Portant December 6, 2021 Thanks Jordan, I'm really glad you like Portant! Great working with you! Cheers, James | Co-founder SA Shari A. Marketing Director Real Estate Used the software for: Less than 6 months ### "Seamless data merge add-on for Google docs" November 18, 2021 5.0 Pros Works exactly as described. We needed this for one specific workflow in our business, to data merge info from a form into a document. Now that I've seen it in action, I can think of so many more uses, especially with the Pro version. Support was very helpful in solving a problem within my responses sheet that was preventing the app from running. Highly recommend! Cons The help files are a little hard to find. Review Source Response from Portant November 24, 2021 Hi Shari, Thank you so much for the review. We're glad we were able to help. Please reach out if you need any help with the other workflows you have planned. Cheers, James | Co-founder JC Jennifer C. Teacher-Librarian Education Management Used the software for: 6-12 months ### "Brilliant solution for our Graduation Slideshow" November 24, 2021 5.0 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 Response from Portant 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 Used the software for: Less than 6 months ### "Practical Merge solution " November 23, 2021 4.0 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 Response from Portant 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 MM Michael M. Innovation Researcher Research Used the software for: 6-12 months ### "Pilot44" November 19, 2021 5.0 Pros Great customer service!! Would love a feature that would create market maps--merging many rows into one slide vs single slide per row but other than that love this add on Cons Overall everything works well! fast response for any issues Review Source Response from Portant November 24, 2021 Hi Mike, Thank you for reviewing Portant! We're glad you're enjoying it. We really need to come up with a way of creating the market map feature - we'll get our thinking caps on! Cheers, James | Co-founder AH Andrew H. COO Computer Networking Used the software for: I used a free trial ### "Simplifying document creation" November 18, 2021 5.0 I needed to create multiple replicated documents to share with ~30 individuals, all with slightly different data depending on the individual. I already had the data in Google sheets, and the Docs templates, so I decided to give Portant a try. Using Portant was a pleasure - it was easy to setup, intuitive to use and provided value immediately. I was impressed! Pros Very easy to setup and intuitive to use. The product has good, in-context instructions that help you along the way. Cons Nothing that comes to mind, it did what it said it would do. Review Source Response from Portant November 24, 2021 Hi Andrew, Thank you so much for taking the time to write a review for Portant. I'm glad we were able to help out creating your documents! Cheers, James | Co-founder MM Mafalda M. Graphic designer Design Used the software for: Less than 6 months ### "Good for casual users like me" December 6, 2021 5.0 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 Response from Portant 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 Similar Products Featured