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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.

About

Affordable Document Management Eliminate paper and automate processes with a digital office. SearchExpress document management software lets you workflow and share scanned documents as well as eForms, Word and Excel files. Employees can access documents from their PC, tablet or smartphone. Machine Learning SearchExpress can use Artificial Intelligence to replace manual data entry. For example, for invoices SearchExpress can use the pre-trained Microsoft Machine Learning AI to automatically extract the data on the invoices, with no trained needed. Manage Documents SearchExpress provides search and document workflow to automate business processes and ensure people have the information they need, at the time they need it. The SearchExpress Voice Digital Assistant, Cyber Express, provides speech queries of your business’s data, with verbal responses, from smart speaker or smartphone. Available in cloud and on-premises versions.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Companies and enterprises seeking a solution to automate business critical documents

Audience

Medium and large-size organizations

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$42 per month
Free Version Supported
Free Trial Supported

Pricing

$39/user/month Cloud.
Cloud and on-premises versions available.
Free Version Not Supported
Free Trial Supported

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

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

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Portant
United States
www.portant.co

Company Information

SearchExpress
Founded: 1984
United States
www.searchexpress.com

Alternatives

DocFlow

DocFlow

Obiyen

Alternatives

FileHold

FileHold

FileHold Document Management Software
eBA

eBA

Bimser International
UnForm

UnForm

Synergetic Data Systems, Inc.
Docsvault

Docsvault

Easy Data Access

Categories

Categories

Digital Workplace Features

Activity / News Feed Not Supported
Calendar Management Not Supported
Chat / Messaging Not Supported
Content Management Not Supported
Document Management Supported
Employee Directory Not Supported
File Sharing Not Supported
Knowledge Management Supported
Surveys & Feedback Not Supported
Task Management Not Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Not Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Supported
Document Conversion Not Supported
Document Delivery Not Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Supported
File Recovery Not Supported
File Type Conversion Supported
Forms Management Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Supported

Electronic Data Capture Features

Audit Trail Supported
CRF Tracking Not Supported
Data Entry Supported
Data Verification Supported
Distributed Capture Supported
Document Imaging Supported
Document Indexing Supported
Forms Management Supported
Remote Capture Supported
Study Management Not Supported

Remote Work Features

Collaboration Not Supported
Credential Management Not Supported
Electronic Signature Supported
Employee Monitoring Not Supported
Live Chat Not Supported
Meeting Management Not Supported
Project Management Not Supported
Remote Access Not Supported
Remote Support Not Supported
Screen Sharing Not Supported
Softphone Not Supported
Task Management Not Supported
Time Zone Tracking Not Supported
Video Chat Not Supported
Web Conferencing Not Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Not Supported
Compliance Tracking Not Supported
Configurable Workflow Supported
Customizable Dashboard Not Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Not Supported
Mobile Access Supported
No-Code Supported
Task Management Not Supported
Third Party Integrations Not Supported
Workflow Configuration Supported

Integrations

Docusign Supported
Gmail Supported
Google Cloud Platform Supported
Google Docs Supported
Google Drive Supported
Google Sheets Supported
Google Workspace Supported
Microsoft 365 Not Supported
Microsoft Dynamics GP Not Supported
PSA Not Supported
QuickBooks Desktop Pro Not Supported
Zapier Supported

Integrations

Docusign Not Supported
Gmail Not Supported
Google Cloud Platform Not Supported
Google Docs Not Supported
Google Drive Not Supported
Google Sheets Not Supported
Google Workspace Not Supported
Microsoft 365 Supported
Microsoft Dynamics GP Supported
PSA Supported
QuickBooks Desktop Pro Supported
Zapier Not Supported
Claim Portant and update features and information
Claim Portant and update features and information
Claim SearchExpress and update features and information
Claim SearchExpress and update features and information