You can automate agreements from our Google Docs sign template in a few easy steps. It is simple to eSign agreements which contain all the information your customers need, including multiple line items and payment details. After you've opened Portant Workflow, copy the Google Docs invoice template workflow, connect your spreadsheet, then add column tags to your invoice template and finally click 'Start', and voila!, you’ve automated your invoices!
We know how painful and monotonous it can be to copy and paste data into an invoice template and then export it as PDF. That’s why we’ve come to the rescue.
With Portant you can copy our invoice template, click a few buttons and invoices will be magically generated whenever you need them. You can then automatically share the invoices via customised emails. Just select the options you require and place your invoicing on autopilot.
Portant can also convert Google Forms to Docs
When you copy the template, Portant will create a Google Docs contract template and form automatically. However you can select your own Google Docs contract template if you have one.
If you select a new spreadsheet/form, remember to update the tags in your template document.
If you have added your own contract template, you will need to open the document block and add tags into your document.
Turn on auto-create, and every time someone responds to your form, they will be emailed a document to sign. The signed contracts will also be emailed to you, your customers and also stored in a folder in your Google Drive.
Automatically signing agreements from a template removes manual data entry from your life. Generating signed documents from a template enables you to get back to the more important stuff.
Typos should be a thing of the past. With Portant's agreement template, all data is sourced from the respondent's form response. Plus, your contract formatting is guaranteed to be consistent.
Create agreements with the tools you already use - Google Docs, Sheets, Slides and Forms. Automating your process using an eSign template will help to turbo charge your workflows so you can hit all your goals.
Select a Google Doc agreement template, add a signature placeholder and place your contract signing on auto-pilot.
Select a Google Sheet of invoice data, add a Google Docs invoice template, and place your invoicing on auto-pilot.
Open your Google Sheet, connect a template, add tags to your document, and create multiple documents.
Select a Google Form, add tags to a Google Doc or Slides template, and generate PDFs from responses.
Select a Google Form, add tags to a Google Docs template, and customise documents from responses for free.