4/29/2023 0 Comments Portant data merge![]() Looking in the Market, I found Portant, along with some others. I did a search and found a way to write a script, but really didn't want to get into that. I found a nice addon that can merge from Sheets to Docs, but could not do text boxes so I looked for a way to merge to Slides. Many of the people that I work with do not have Word, Excel and Outlook, so it becomes problematic sharing templates and teaching them how to generate all of those 20+ some documents that are generated by mail merge. I do a lot of mail merging for a non-profit that has over 100 units in Ohio alone. I'd love a native app for my iPad, for instance. I know the platform is in its incipient stages, so it would be great to see what's possible with the evolved version. The fact that I can onboard any new user in a matter of seconds is a fantastic bonus. Now we output thousands of documents at a fraction of the time/cost, and my team are much happier that they can spend that time on strategic tasks. Portant took all that and made it streamlined through a single platform. This obviously had a high cost associated with it, and my employees found the work menial. ![]() Until I discovered Portant, so many of my MailMerge (and related) functions are work were done either by hand, or by cumbersome combinations of automation technology. ![]() It was so easy to get started and even understand the advanced features - plus they're highly responsive with their customer service. It's basically automation without the setup labor cost. Portant allows me to takes tonnes of raw data - contacts, PowerPoint files, contracts, invoices etc - and turn them into something useful via their workflows. Most of the latter is achieved through high levels of communication, and that requires constant updates across many projects. Perhaps a future version of the software could make this an operation an included option.Ĭomentários: Being a marketing professional, my role is part craft, part keeping clients happy. My desire for a serial number printed on a document with a QR requires an extra manual step. The number of contacts can be increased if you have a higher level gmail account. I am working with a free gmail account and I can send many different forms to a maximum of 100 different contacts per day. The end result is exactly what I wanted and the Portant Data Merge will save me many hours of work. They helped me immensely in getting my spreadsheet to generate a serial QR code that will appear on the contestant's form to make tracking so much easier. The people at Portant Data Merge were present in-person through e-mail and offered an online live conference. I took an opportunity to add an emailed note customized for each entrant through the app. The entrant fills out a google form and is automatically emailed a PDF of their customized printable form. I am using this app to mail merge entries to a scale model contest. While I did not take advantage of an internet meeting, one was offered even before I had really started asking for a feature addition. Comentários: I have exchanged several e-mails for tech support around my desire to accomplish something that was not included in the original design.
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