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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 ExactDocs?

ExactDocs delivers a robust solution for Intelligent Document Automation, Generation, and Template Management. This innovative platform enables users to centralize and oversee all document templates, guaranteeing that each document produced is accurate and compliant with regulations. Its intuitive interface makes it a perfect complement to your Microsoft productivity suite, including applications such as SharePoint, OneDrive, Dynamics 365, and Word. Additionally, ExactDocs offers smooth integration with numerous third-party systems, and when utilized alongside Microsoft Power Automate or the InRule Decisions Platform, it can generate documents guided by complex rule sets and workflows. With ExactDocs, the likelihood of dispatching flawed documents—such as proposals with erroneous figures or customer details, agreements containing incorrect terms, and outdated policies in employment contracts—is significantly reduced. This platform also enhances your ability to uphold brand integrity by ensuring access to the most current versions of your brand materials. Furthermore, by leveraging ExactDocs, organizations can improve their document processes, leading to greater efficiency and uniformity throughout. Ultimately, ExactDocs empowers businesses to navigate their document management needs with confidence and precision.

Media

Media

Integrations Supported

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

Integrations Supported

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

$9.95 per user per month
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

Solentive Systems

Date Founded

1993

Company Location

Australia

Company Website

www.exactdocs.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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