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What is TextPlan?

Whether you call it document generation, automation, assembly, or creation, our expertise in these services is unmatched! With TextPlan, you have the ability to leverage essential document templates directly on your website. This online feature empowers clients or prospects to input their data into the templates themselves. TextPlan is ideal for swiftly producing any kind of document while minimizing errors. It is commonly used for crafting legal documents and managing complex document assemblies. To aid in the development of user-friendly forms that reduce mistakes, TextPlan offers a powerful form configurator, which enhances both automation and data entry validation processes. Additionally, TextPlan provides numerous integration options, ensuring a smooth connection with your existing operational workflows and business strategies. You retain complete control over how and when clients can access your templates and the documents they create. This adaptability allows you to customize the document creation process to align perfectly with the unique requirements of your business and clientele, ultimately leading to a more efficient workflow. Furthermore, by utilizing TextPlan, you can significantly improve client satisfaction through a seamless and efficient document generation experience.

What is Captisa Forms?

Easily create online forms that come with features such as workflows, sub-forms, conditional logic, mechanisms for duplicate detection, multi-level selections, lookups, tabs, and accordions. You can also set up various views and filters to analyze the collected responses using charts or pivot grids, which can be displayed on dynamic dashboards. Automate document generation with Captisa Word Template, enabling you to send PDF files as email attachments while also allowing for the downloading of both PDF and Word formats. In addition, you can generate multiple custom PDF or Word documents from a single form or its related forms. It is also possible to configure automated actions within workflows that activate upon the submission or modification of an entry, ensuring that emails are sent to various departments in your organization, all while facilitating updates to field entries. To maintain the integrity of your data, it is essential to establish duplicate detection rules that help reduce the occurrence of duplicate records in your form submissions. Moreover, you can create form rules and suggestions that implement conditional logic without requiring coding expertise, as these rules offer a user-friendly interface for managing frequently updated and widely adopted protocols. This adaptability not only improves the overall user experience but also significantly streamlines the process of data management, allowing for greater efficiency in handling responses. Ultimately, these capabilities make it easier for organizations to handle their data collection needs effectively.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$16 per user per month

Pricing Information

Pricing not provided
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Online Training

Company Facts

Organization Name

TextPlan

Date Founded

2004

Company Location

Netherlands

Company Website

www.textplan.com

Company Facts

Organization Name

Captisa

Company Location

United States

Company Website

captisa.com

Categories and Features

Forms Automation

Archiving & Retention
Remote Document Access
Text Editing

Categories and Features

Forms Automation

Collaboration
Drag & Drop
Remote Document Access
Text Editing

Online Form Builders

Not specified

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