Portant
Portant automates personalizing, sharing, and eSigning documents with Copper and Google Docs/Slides
Portant automates personalising, sharing, and signing documents using your Copper data, and it integrates with the Google tools you already use every day, including Google Docs, Sheets, Slides and Forms. With Portant, you can easily generate proposals, contracts, quotes and invoices, without switching between apps.
The benefits of using Portant
📈 Scale your business - Reduce the time spent on manual work, cut down on errors, and save valuable resources to take your business to the next level.
🧘 Simplify and Streamline - It integrates with the Google tools you already use every day, including Google Docs, Slides and Gmail. So you already know how to use 90% Portant.
🖼️ Beautiful, Personalised Documents - Easily create stunning documents with complete control over formatting, because you can format them with Google Docs & Slides. Plus, typos are a thing of the past.
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
There are many use cases...
📈 Pitch decks
✉️ Sales letters
💰 Quotes
🧾 Invoices
✍️ Contracts
🎁 And many, many more!
Portant is a great solution if you are overloaded from copy and pasting information from Copper into documents. Or if you’re looking for an alternative to simplify and centralise workflows built on top of Zapier, Workato or Integromat. Or a simpler alternative to PandaDoc, Dropbox Sign, Docusign, Proposify or Formstack
Frequently asked questions
Can’t find the answer here?
Chat with support.
CRM integration involves connecting other business applications with your CRM platform to feed data to, from or between your tech tools. Copper’s goal with CRM integration is to help you seamlessly sync the business software you use daily to your CRM to give you a complete, accurate snapshot of your business and customers.
Our integrations with Gmail, Google Calendar, Google Contacts and Google Drive are included with all plans. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only. Check the plan availability section in each listing to confirm.
Yes! You can set up integrations on a free trial. During your free trial, you will be using our CRM software on the Business plan to experience the full capabilities of Copper. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only.
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If you work at a B2B software company and you’ve built an integration with Copper, email partners@copper.com to apply to be featured on our integrations marketplace. We’ll get in touch if the integration meets our entry requirements.
It depends on the integration! Check each integration listing page for more detailed instructions. In all cases, you’ll need to be an admin or account owner to set up integrations for your account.
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