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About

Easily generate PDF documents like invoices, letters, contracts, agreements, certificates and more with our API and web app. Prepare your Word template with tags where you want to have dynamic text. Then provide the data as JSON or in an Excel file. For each data item, a document will be generated from the template by replacing the tags with the actual data. The advanced customization options can help your business generate PDF documents for any use case with minimal effort. After uploading the template, the merge tags are automatically detected based on the template content. Create personalized experiences for your business using our REST API. Generate in bulk thousands of PDF documents like invoices, letters, contracts, agreements, certificates, and more. Simply call the generate document API endpoint with your data and in a few seconds a document will be generated from the specified template, ready for use in your own application or workflow.

About

Portant is like a mixture of Docusign and Zapier. We make it easy to build powerful document workflows with the tools you actually use. The simplest way to automate business-critical documents. Automate contract eSigning. Select a Google Doc agreement template, add an eSignature placeholder, and put your contract signing on auto-pilot. Generate batches of invoices. Select a Google Sheet of invoice data, add a Google Docs invoice template, and generate 10, 100, or even thousands of invoices at a time. Every time a Google Form is submitted an incident report PDF is automatically generated and shared via email. Google Forms to PDF. Select a Google Form, add tags to a Google Doc or Slides template, and generate PDFs from responses. Portant can automatically generate documents any time someone responds to a form or any time a spreadsheet is updated. Portant is a document automation solution that integrates with the tools you already use, so you can get back to the important stuff.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

DocuGenerate is designed for businesses, developers, and organizations looking to automate and streamline the creation of professional documents using customizable templates and data integration

Audience

Companies and enterprises seeking a solution to automate business critical documents

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$19 per month
Free Version
Free Trial

Pricing

$42 per month
Free Version
Free Trial

Reviews/Ratings

Overall 4.9 / 5
ease 4.8 / 5
features 4.7 / 5
design 4.5 / 5
support 4.8 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • I’ve been really happy with DocuGenerate so far. The UI is clean and intuitive, making it easy to set up templates without a big learning curve. Pricing feels very fair for the value, and the customer service has been phenomenal — I’ve even spoken directly with the founder and always had my questions answered quickly and thoroughly. The grid template in particular has been a huge help for generating structured, table-style documents. It makes dynamic data like invoices or reports straightforward to set up, and the API connection is seamless.
  • The tool does exactly what it is supposed to do and fully meets expectations. It delivers reliable performance without unnecessary complexity, which makes it both efficient and pleasant to use on a daily basis. The interface is straightforward, clean, and well designed, allowing you to quickly understand the functions without spending time learning complicated features. It feels intuitive and smooth, which makes it accessible for both beginners and more experienced users. Overall, it is easy to work with, saves time, and makes tasks simpler. A highly practical solution that adds real value without any hassle.
  • Creating templates is a straightforward process in Microsoft Word using the DOCX format. The merge fields feature enables modifications to the tags, facilitating compatibility with software that does not support tag alterations. Additionally, the support team provides exceptional assistance and timely responses to any inquiries. Furthermore, the API is well-documented and user-friendly.
  • It is exactly what we needed: easy to implement and our software connects easy with it by api. We generate invoices, delivery notes, order confirmations, etc.
  • The support for this platform is second to none. Cosmin and the team are incredibly knowledgeable and have helped us at the early stages of adopting DocuGenerate into our workflows

Cons

  • If I had to mention a downside, it’s that building more complex templates sometimes takes a bit of trial and error, but once you get it dialed in, it runs smoothly. But I think that would also apply to any pdf generation tool. Getting the docs to look right is tricky.
  • I just have a couple of documents, maybe with more it will be a bit difficult to overview. Also it would be nice to change the document, instead of uploading a whole new one.
  • There are no cons that I have found while using or implementing this solution yet.
  • A better overview and classification of the templates would be nice
  • limitations on size of documents that can be generated via an api call

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

DocuGenerate
France
www.docugenerate.com

Company Information

Portant
United States
www.portant.co

Alternatives

Docmosis

Docmosis

Docmosis Pty Ltd

Alternatives

DocFlow

DocFlow

Obiyen
The PDF Maker

The PDF Maker

Closer Innovation Labs Corporation

Categories

Categories

Document Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Integrations

Zapier
Backendless
Bubble
Coda
Docusign
Gmail
Google Cloud Platform
Google Docs
Google Drive
Google Sheets
Google Workspace
Make
Pipedream
Xano
n8n

Integrations

Zapier
Backendless
Bubble
Coda
Docusign
Gmail
Google Cloud Platform
Google Docs
Google Drive
Google Sheets
Google Workspace
Make
Pipedream
Xano
n8n
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