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What is Template Studio?

Our products are available for individual purchase or as bundled options, allowing you to effectively address your needs for document creation, presentations, and spreadsheet printing. By choosing our solutions, you can enhance your efficiency and save both time and money, all while boosting your environmental sustainability efforts. Each software product is fully compatible with Office 365 and versions from 2013, 2016, or 2019, and it comes in both 32-bit and 64-bit formats to suit your system requirements. This flexibility ensures that you can seamlessly integrate our tools into your existing workflows.

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.

Media

Media

Integrations Supported

Aderant
Adobe Acrobat Sign
Docusign
Dropbox
Dropbox Sign
Easyflow
Elite 3E
Gmail
LexisNexis InterAction
Microsoft OneDrive
Microsoft Power Apps
Microsoft Power Automate
Peppermint CX365
Plumsail Forms
SQL Account
Salesforce
Stackreaction
Xodo Sign
Zapier
airSlate SignNow

Integrations Supported

Aderant
Adobe Acrobat Sign
Docusign
Dropbox
Dropbox Sign
Easyflow
Elite 3E
Gmail
LexisNexis InterAction
Microsoft OneDrive
Microsoft Power Apps
Microsoft Power Automate
Peppermint CX365
Plumsail Forms
SQL Account
Salesforce
Stackreaction
Xodo Sign
Zapier
airSlate SignNow

API Availability

Has API

API Availability

Has API

Pricing Information

$8/month/per user
Free Trial Offered?
Free Version

Pricing Information

$29 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

Novaplex Business Solutions

Date Founded

2008

Company Location

United Kingdom

Company Website

www.novaplex.co.uk

Company Facts

Organization Name

Plumsail

Date Founded

2011

Company Location

US

Company Website

plumsail.com/documents/

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Presentation

3D Objects
Animations & Transitions
Audio Content
Collaboration Tools
Content Library
Customizable Templates
Media Library
Offline Editing
Offline Presenting
Screen Sharing
Search/Filter
Templates
Video Content

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

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