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What is Plumsail Documents ?

Plumsail Documents eliminates the tedious task of manually copying and pasting information into your documents. This innovative solution allows you to automatically generate the documents you require by pulling data from the systems you interact with daily. With a broad array of integrations available, Plumsail Documents works seamlessly with cloud storage platforms, electronic signature services, and numerous other applications. You can easily incorporate it into any of your workflows using Power Automate and Zapier, enhancing your productivity. The specific challenges that Plumsail Documents addresses include the collection of data, creation of documents, gathering of e-signatures, automated delivery of documents, and synchronization with CRM, ERP, and database systems, streamlining your entire process. By utilizing this tool, you can significantly improve efficiency and focus on more important tasks.

What is Business Docx?

BUSINESS DOCX® significantly improves the process of creating outstanding documents for your small business customers. With its intuitive document previews and an engaging interview format, complemented by real-time updates on client preferences, you'll find that document preparation is transformed into a much simpler task thanks to this cutting-edge drafting solution. Business Docx provides exactly the necessary tools to produce tailored, precise documents swiftly and confidently for your clientele in small to mid-sized enterprises. Furthermore, the Meetings, Minutes, and Resolutions Suite includes all the critical documents needed for conducting business meetings and documenting corporate resolutions, making it an ideal choice for corporations, partnerships, and limited liability companies. This adaptable tool not only enhances your workflow efficiency but also upgrades the quality of your documentation efforts, ensuring that every aspect is captured accurately. Overall, adopting BUSINESS DOCX® can lead to remarkable improvements in both productivity and client satisfaction, reinforcing your reputation as a reliable business partner.

Media

Media

Integrations Supported

Adobe Acrobat Sign
Docusign
Dropbox
Dropbox Sign
Easyflow
Gmail
Google Drive
Microsoft OneDrive
Microsoft Power Apps
Microsoft Power Automate
Plumsail Forms
Stackreaction
Xodo Sign
Zapier
airSlate SignNow

Integrations Supported

Adobe Acrobat Sign
Docusign
Dropbox
Dropbox Sign
Easyflow
Gmail
Google Drive
Microsoft OneDrive
Microsoft Power Apps
Microsoft Power Automate
Plumsail Forms
Stackreaction
Xodo Sign
Zapier
airSlate SignNow

API Availability

Has API

API Availability

Has API

Pricing Information

$29 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Plumsail

Date Founded

2011

Company Location

US

Company Website

plumsail.com/documents/

Company Facts

Organization Name

Wealth Counsel

Date Founded

1997

Company Location

United States

Company Website

www.wealthcounsel.com/software-for-attorneys/businessdocx-succession-planning-tools

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Categories and Features

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Popular Alternatives

Popular Alternatives

Wealth Docx Reviews & Ratings

Wealth Docx

WealthCounsel