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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 Kiip?

Kiip is a cutting-edge cloud-based platform specifically designed to improve client management for social service organizations. It fosters secure and collaborative environments where clients and service providers can easily share documents, complete forms, and communicate efficiently. Some standout features include digital intake packets, eligibility assessments, and consent forms, all of which can be filled out remotely, thereby negating the need for face-to-face meetings. Additionally, the platform assists in the discovery and sharing of free or low-cost resources through a program search function, which facilitates direct communication with clients. Kiip also provides functionalities for sending, receiving, and tracking referrals, along with automatic updates regarding the status of any actions taken. As a HIPAA-compliant solution, it serves as a secure storage space for client information and documents while allowing for data downloads into other systems like HMIS or EHR. Accessible on any device without the need for additional applications, Kiip accommodates diverse workflows whether users are working in the office, from home, or in the field. This adaptability guarantees that social service organizations can sustain efficient communication and management operations, no matter their geographical constraints. Furthermore, by streamlining these processes, Kiip not only enhances productivity but also improves the overall experience for clients and service providers alike.

Media

Media

Integrations Supported

Kochava

Integrations Supported

Kochava

API Availability

Has API

API Availability

Has API

Pricing Information

$16 per user 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

TextPlan

Date Founded

2004

Company Location

Netherlands

Company Website

www.textplan.com

Company Facts

Organization Name

Kiip

Date Founded

2021

Company Location

United States

Company Website

www.kiipco.com

Categories and Features

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Categories and Features

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

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