Portant Data Merge

Data merge from Google Sheets, Google Forms or Trello into Docs and Sheets

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Generate, save and email documents automatically using Google Workspace.

Portant can data merge from Google Sheets, Google Forms or Trello into Docs and Sheets.

Transform the complexity and monotony of a repetitive document into a well-oiled workflow, so you can free up time to work smarter, not harder.

Eliminate unnecessary manual work:
Portant removes manual data entry from your life, saving you the time and effort of copy/pasting or retyping.

Make your documents more accurate:
With Portant you won’t have to worry about mistakes from copying and pasting or manual data entry. Plus, your formatting is guaranteed to be consistent on all your documents.

Built into Google Workspace:
Automate within Google Workspace to turbo charge your workflows.

Portant is a great solution if you are overloaded from copy and pasting information into documents, or if you’re looking for an alternative to simplify and centralize workflows built on top of Zapier, Workato or Integromat.

Get access to Portant Data Merge now!

TL;DR

too long didn't read
Data merge from Google Sheets, Google Forms or Trello into Docs and Sheets
Generate, save and email documents automatically using Google Workspace
Eliminate unnecessary manual work & make your documents more accurate

At-a-glance

Overview

Portant Data Merge
Portant Data Merge
Portant Data Merge
Portant Data Merge
Portant Data Merge

From the founders

James-Portant

James Fyfe

Co-founder

August 27, 2021

Hey, Sumo-ling community! 👋 We are excited to be here!

This is James from Portant Data Merge, a tool to give operators an efficiency edge through document automation.

🌱 We're a small team of 2 based in Sydney and we're building Portant to free the world from the boring and time consuming task of creating, filing and sending documents.

📺 Here’s a link, if you prefer video demos: https://www.youtube.com/watch?v=YC4DUYM-mfE

What Portant does

🤖 Eliminates unnecessary manual work - Portant removes manual data entry from your life, saving you the time and effort of copy/pasting or retyping.

💯 Makes your documents more accurately - Typos should be a thing of the past. With Portant, you won’t have to worry about mistakes from copying and pasting or manual data entry.

📍Built into Google Workspace - Automate your documents with the tools you already use - Google Docs, Sheets, Slides and Forms.

There are many use cases...

🧾 Sales teams: Create pitch decks, sales letters, quotes, invoices or contracts

👥 HR teams: Produce onboarding documents, salary updates, official employee letters

📦 Operation teams: Automate packing lists, carton labels, commercial invoices

⚖️ Legal teams; Generate contracts, letters and requests for information automatically.

🏅 Education and teachers: Make certificates, awards, progress reports, evaluations.

🎁 And many, many more!

🙋 FAQs

🇶Can I use it with my free Gmail account or does it have to be a paid Google Workspace Account?

🇦Portant works for free G-mail users and paid Google Workspace (Google for Business) users.

There is only one slight difference between the two plans around email send limits that comes from Google's side.

- Regular free G-mail users - limit of 100 emails sent per day

- Google Workspace (GSuite) users - limit of 1500 emails sent per day.

🇶I see there is a free version of Portant Data Merge. What do I get as part of the AppSumo Lifetime Deal?

🇦There is a free version of Portant Data Merge. However this free version doesn’t enable you to export to PDF and also has Portant branding on emails sent via Portant.

As part of the AppSumo lifetime deal, the Portant branding is removed from the emails and you are able to export PDFs, for life 😀

🇶Can I export documents to PDF?

🇦Yes, you can export generated documents to PDF.

📬 Let us know what you think!

We're at the beginning of our journey and your feedback is super-important to us, so please let us know what you think!

You can reach me at james@portant.co

Cheers!

James and Blake

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