Fillable PDF
Use a fillable PDF as a template, drop in tags from your data, and Portant fills the form fields automatically for every row, contact, or form response. The PDF needs to have editable form fields for the automation to work.
Set up a workflow with a fillable PDF template
Log in to your Portant account at app.portant.co and click + Add workflow.
Click Advanced templates and add a Fillable PDF template.
Pick an existing template from your Google Drive in the left panel, or click Upload PDF file.
Portant then asks you to:
- Add a title for your workflow
- Choose a colour
- Pick an icon
- Click Create
Add a source
The next step is to add a source to your workflow. Click + Add source.
Select your source (HubSpot, Google Sheets, Google Forms, and so on).
Once your source is connected, the workflow looks like this:
Add tags to your template
Open the template in your workflow. Click the Copy button next to a field in the source table on the right, then paste the tag into the matching form field in your PDF.
For more on what tags can do, see the tags overview.
Run the workflow
If you picked HubSpot as the source: run the workflow from inside HubSpot. Open the object, click Generate / Actions, and select your Portant workflow.
For the full setup, see the HubSpot integration guide.
If you picked another source (Google Sheets, Google Forms, and so on): run the workflow from Portant by clicking the Automate button in the top right, then Start.
For source-specific setup:
Add more steps to your workflow
You can extend the workflow with more stages after the template block. Click the + icon below the template to add:
- Email to send the generated PDF
- Review to get the PDF approved before it goes out
- Signature request to send for eSignature
For more on each: