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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 Document.do?

Are you looking for easy-to-use applications that can help generate documents for Salesforce? With its smooth integration with Document Generation Software, Document.do enables users to create high-quality PDFs or Salesforce documents within minutes. Let’s delve into its exceptional features! The primary benefits of using Salesforce CRM Document Generation Software include: 1. Ready-Made Templates 2. Editing Features 3. Easy Integration with Google Chrome 4. Automation of Various Document Tasks 5. Creation of Report Documents 6. Quick Sharing Options As highlighted by Cloufi, Document.do is recognized as the top choice for Document Generation Software available online, offering a quick and straightforward onboarding experience through its user-friendly process builder and document editor. Users can effortlessly produce essential business documents like invoices, contracts, reports, and agreements, which fosters a more efficient workflow for all documentation requirements. This functionality not only boosts productivity but also enhances collaboration among team members, making it an invaluable tool for any organization. Additionally, the ability to customize templates further allows businesses to maintain brand consistency across all their documents.

Media

Media

No images available

Integrations Supported

Adobe Acrobat Sign
Docusign
Dropbox
Dropbox Sign
Easyflow
Gmail
Google Drive
Microsoft OneDrive
Microsoft Power Apps
Microsoft Power Automate
Plumsail Forms
Salesforce
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
Salesforce
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

Cloufi Technologies

Date Founded

2017

Company Location

United States

Company Website

cloufi.com

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

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

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