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🤖 Generate, save and email documents automatically from templates (mail merge). Portant can data merge from Google Sheets, Google Forms or Trello into Docs and Slides.
Listing updated:December 5, 2021
Works with:
393,983
Overview
💫 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. 

Here’s everything Portant Data Merge does...
📁 Document Generator - Creates multiple documents from a Google Sheet or Trello board (data merge).
🤖 Automatically creates new documents when a Google Form response is submitted (or when a Google Sheet is updated).
📄 Combines multiple rows from sheets into one document or presentation
✉️ Custom email messages (Mail Merge), email notifications and document sharing from your email address (via Gmail)
🧾 Automatically save documents and presentations as PDFs (Pro feature)
✅ Create approval workflows using the 'Form Edit Response' links and email conditional logic.
👌Make your documents more accurately and ensure typos are a thing of the past.Plus, your formatting is guaranteed to be consistent on all your documents.
⏱️ Save time. Delete copy and paste from your workday, and place your repetitive documents on auto-pilot.
📍 Centralise and consolidate your workflows in Google Workspace and reduce the number of external tools you rely on (and pay for)

And that's not all…
🚀 We have big plans for Portant and a feature backlog that will enable you to create beautiful documents and presentations with less effort. 
💡 So if there is a feature that you would like to see, please let us know: contact@portant.co 

How to start using Portant:
1️⃣ Install the add-on 
2️⃣ Open the add-on by selecting: Add-on > Portant Data Merge > Start
3️⃣ Select and connect a Google Sheet or Google Form 
4️⃣ Insert simple tags to indicate where you want each answer to be placed in the final document.
5️⃣ Click START and automatically create documents and save them in a folder on your google drive.
6️⃣ Optional | Share documents with email addresses.
7️⃣ Optional | Set Portant to automatically create documents whenever there is a change to the sheet or new answer to the form.


There are many use cases...
📊 Project teams: Generate project status reports, end of week summaries, executive reports, team check-ins, end of month showcases.
🧾 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
🏅 Education and teachers: Make certificates, awards, progress reports, evaluations.
🎁 And many, many more! 

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 centralise workflows built on top of Zapier, Workato or Integromat. You can even create multiple docs from the same Form or Sheet.

Portant is a document merge and workflow add-on available in the Google Workspace Marketplace. A simpler alternative to Add-ons such as Doc Variables, Ultradox, Autocrat, PerformFlow, Publigo, Document Studio and Form Publisher.

💳 Pricing
Free to use all features
 
$7/month to remove Portant branding from emails and copy and export as pdf 
Additional information
PricingPaid with free features
Privacy policy
Terms of service
Portant Data Merge will ask for the permissions shown below. Learn more
Portant Data Merge will need access to your Google account
This will allow Portant Data Merge to :
See, edit, create, and delete all your Google Docs documents
See, edit, create, and delete all of your Google Drive files
See, edit, create, and delete all your Google Slides presentations
See, edit, create, and delete all your Google Sheets spreadsheets
Display and run third-party web content in prompts and sidebars inside Google applications
Connect to an external service
Allow this application to run when you are not present
Send email as you
View and manage your forms in Google Drive
See your primary Google Account email address
See your personal info, including any personal info you've made publicly available
Reviews
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Anthony Jordaan
May 31, 2021
Super helpful add-on. Makes life easier, saves time and helps keep your focus on the important things. Great updates just loaded. Click that install button! Thanks guys!
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Eventbanget Official
May 10, 2021
Hello, your add on really helps us! Just curious, can we set the exported document in PDF from GSlide? thanks!
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Rashtriya Sanskrit Manch
May 29, 2021
nice
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Arif Usman
September 4, 2021
OK BANGEET
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Join In Hono Mai
August 31, 2021
This is a great add-on and exactly what we were looking for. The best bit though? The support. I didn't read the setup instructions as carefully as I should, - and still the support was a quick, personal, return email that showed me exactly what I was doing incorrectly. I was up and running in no time. Highly recommend and look forward to other nifty add ons from Portant.
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Alec Barr
September 13, 2021
Super simple timesaver! Most of the Google add-ons I install go underused or deleted because they're clunky or don't work in ways I want them to, but Portant is real intuitive and genuinely useful. Definitely recommend this to anyone looking to automate more of their workflows.
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Meghna Ghosh
October 6, 2021
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.
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RT007 RW010
July 27, 2021
top
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Diamond Hands
April 20, 2021
Great support team
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Russell Lee
May 28, 2021
I have been building digital form/spreadsheet solutions with various online form apps, add-ons, and integrations for many years -- I started with the first version of Zoho Creator -- and it is obvious to me that Portant is going to be a game-changer. This add-on is powerful, intuitive and adaptable to a variety of uses -- and the support is the most responsive I've ever encountered. This is a start-up that you want to work with!
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