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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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.

Description

The roXtra Document Workflow facilitates the management and control of your documents through customized workflows tailored to meet various standards and regulations. This all-in-one solution for quality management documentation ensures that the process of updating, assessing, and distributing information within an organization is ongoing and efficient. The primary goal of maintaining standard-compliant and audit-ready documentation is to verify adherence to regulations and the fulfillment of necessary requirements. Moreover, meticulous documentation enhances transparency and fosters continuous improvement within your operations. Companies that hold certifications, such as those adhering to DIN EN ISO 9001 or similar standards, often face the challenge of managing a substantial volume of documentation, which can result in significant administrative burdens. Traditional paper-based and manual approaches can quickly become overwhelming for such organizations. This is precisely where roXtra steps in to streamline processes and alleviate these challenges! By adopting roXtra, companies can optimize their document management, ensuring compliance while reducing the administrative load.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Docusign Yes 
Gmail Yes 
Google Cloud Platform Yes 
Google Docs Yes 
Google Drive Yes 
Google Sheets Yes 
Google Workspace Yes 
Zapier Yes 

Integrations

Docusign No 
Gmail No 
Google Cloud Platform No 
Google Docs No 
Google Drive No 
Google Sheets No 
Google Workspace No 
Zapier No 

Pricing Details

$42 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Portant

Country

United States

Website

www.portant.co

Vendor Details

Company Name

Roxtra GmbH

Founded

2001

Country

Germany

Website

www.roxtra.com/en/document-workflow/

Product Features

Document Generation

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

Product Features

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management No 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search No 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

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