Plumsail Documents
UnclaimedAutomate document generation, delivery, and e-signature collection from your existing apps.
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TL;DR - Plumsail Documents
- Automates document generation from templates using data from various sources.
- Enables document delivery, e-signature collection, and integration with 2000+ apps.
- Provides secure document processing with data encryption and web form creation.
Pricing: Paid only
Best for: Enterprises & pros
Pros & Cons
Pros
- Extensive integration options with over 2000 applications
- High level of security for data in transit and at rest
- Offers a 30-day free trial without credit card requirement
- Provides ready-to-use templates and web form creation
- Scalable plans for different document volumes
Cons
- No free tier available after the trial period
- SLA is not included in the 'Folder' and 'Drawer' plans
Key Features
Automated document creation from templates (Word, Excel, PowerPoint, PDF)Data integration from CRMs, ERPs, web forms, and 2000+ other applicationsDocument delivery via email, cloud storage, or CRME-signature collection capabilitiesReady-to-use document templatesAutomatic web form generation based on document templatesSSL/TLS encryption for data in transitAES 256-bit encryption for data at rest
Pricing
Paid
Plumsail Documents offers paid plans. Visit their website for current pricing details.
About Plumsail Documents
By Toolradar Team·
Plumsail Documents is a document automation software designed to streamline the creation, delivery, and e-signature processes for businesses. It allows users to pull data from various sources like CRMs, ERPs, web forms, or over 2000 other applications, and automatically populate document templates in formats like Word, Excel, PowerPoint, or PDF. The platform also facilitates the creation of web forms that are automatically generated based on document templates, enabling easy data collection from customers or employees.
This tool is ideal for organizations looking to reduce manual effort in document handling, improve efficiency, and ensure secure document workflows. It caters to a wide range of users, from small businesses to large enterprises, educational institutions, and non-profits, by offering integrations with popular business tools and robust security measures for data in transit and at rest. Plumsail Documents helps users save time, minimize errors, and accelerate business processes by automating routine document tasks.
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Plumsail Documents FAQ
What is Plumsail Documents?
Plumsail Documents is a document automation software that helps businesses automatically generate documents from templates, pull data from various applications, deliver documents, and collect e-signatures. It aims to streamline document-related workflows and integrate with existing business tools.
How much does Plumsail Documents cost?
Plumsail Documents offers several paid plans: 'Folder' for starters, 'Drawer' for business, and 'Cabinet' for enterprise, with monthly document limits of 200, 1000, and 3500 respectively. Pricing can be annual (saving up to 16%) or monthly. Custom plans are also available, and extra documents can be purchased.
Is Plumsail Documents free?
Plumsail Documents is not free, but it offers a free 30-day trial without requiring a credit card. After the trial, users need to subscribe to a paid plan.
Who is Plumsail Documents for?
Plumsail Documents is for any organization, including Fortune 500 companies, educational institutions, and non-profits, that needs to automate document creation, delivery, and e-signature processes. It's suitable for businesses looking to integrate document workflows with their existing CRMs, ERPs, and other applications.
Source: plumsail.com