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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Documill Dynamo is an easy-to-use document generation app for Salesforce. It empowers users to create documents with a click, right within Salesforce. Quick and smooth deployment: just choose a sample template from the library and start generating your documents. Or create a template intuitively with a drag-and-drop interface with no need for coding. Personalized document workflows: fulfil your organization’s needs using pre-defined options. Best quality, no matter which document type or layout: produce versions in multiple languages using a single template. Use freely nested tables and images. Exert full control over users' editing rights for all document sections and tasks. Intuitive Salesforce experience: empower users to complete each of their tasks without leaving Salesforce. Eliminate the need to jump between applications and ensure top productivity. Automate now document creation and the related workflows for all kinds of documents: quotes, contracts, proposals and more!

Description

Portant combines the functionalities of Docusign and Zapier, streamlining the creation of robust document workflows using your preferred tools. It offers an effortless way to automate essential business documents, making contract eSigning a breeze. Simply choose a Google Doc agreement template, insert an eSignature placeholder, and let your contract signing process run on autopilot. Additionally, it allows for the generation of bulk invoices; just select a Google Sheet with your invoice data, pick a Google Docs invoice template, and produce 10, 100, or even thousands of invoices in one go. With every submission of a Google Form, an incident report PDF is instantly created and sent out via email. Transform Google Forms into PDFs by selecting a form, tagging a Google Doc or Slides template, and generating PDFs from the submitted responses. Portant can dynamically create documents whenever a form is filled out or a spreadsheet is modified, ensuring efficiency in your workflow. As a comprehensive document automation tool that seamlessly integrates with your existing applications, Portant allows you to focus on what truly matters in your business operations.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Docusign Yes 
Gmail Yes 
Google Drive Yes 
Chatter Yes 
Google Cloud Platform No 
Google Docs No 
Google Sheets No 
Google Workspace No 
Microsoft OneDrive Yes 
Microsoft Outlook Yes 
Microsoft PowerPoint Yes 
Salesforce Yes 
Slack Yes 
Zapier No 

Integrations

Docusign Yes 
Gmail Yes 
Google Drive Yes 
Chatter No 
Google Cloud Platform Yes 
Google Docs Yes 
Google Sheets Yes 
Google Workspace Yes 
Microsoft OneDrive No 
Microsoft Outlook No 
Microsoft PowerPoint No 
Salesforce No 
Slack No 
Zapier Yes 

Pricing Details

Professional services with separate agreement.
Free Trial Yes 
Free Version No 

Pricing Details

$42 per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Documill

Founded

1997

Country

Finland

Website

www.documill.com/document-automation

Vendor Details

Company Name

Portant

Country

United States

Website

www.portant.co

Product Features

Document Generation

Batch Processing No 
Collaboration Yes 
Digital Signature Yes 
Interaction Tracking Yes 
Multiple Output Formats Yes 
Templates Yes 

Product Features

Document Generation

Batch Processing No 
Collaboration No 
Digital Signature No 
Interaction Tracking No 
Multiple Output Formats No 
Templates No 

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