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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

BUSINESS DOCX® enhances the efficiency of crafting exceptional documents for your small business clientele. Featuring user-friendly document previews and an interactive interview process, along with instant updates on client preferences, you'll be amazed at how much easier document preparation becomes with this innovative drafting system. Business Docx offers precisely the tools needed to generate customized, accurate documents quickly and confidently for your small to mid-sized enterprise clients. Additionally, the Meetings, Minutes, and Resolutions Suite encompasses all the essential documents required for managing business meetings and recording corporate decisions, making it suitable for corporations, partnerships, and limited liability companies alike. This versatile tool not only streamlines your workflow but also elevates the quality of your documentation efforts, ensuring that every detail is captured with precision.

Description

Plumsail Documents will save you from wasting your time copying and pasting data into documents. The product provides a tool to create automatically the documents you need with data from systems you use every day. Plumsail Documents offers a wide range of integrations with cloud storage, electronic signature solutions, and other services. It can be integrated into any of your services in Power Automate and Zapier. These are the challenges Plumsail Documents is able to solve: - data collection - document creation - the e-signature collection - automated document delivery - integration and sync with CRM, ERP, and databases All of it!

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Sign No 
Axis LMS No 
Docusign No 
Dropbox No 
Dropbox Sign No 
Easyflow No 
Gmail No 
Google Drive No 
Microsoft OneDrive No 
Microsoft Power Apps No 
Microsoft Power Automate No 
Plumsail Forms No 
Stackreaction No 
Xodo Sign No 
Zapier No 
airSlate SignNow No 

Integrations

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

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$29 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Wealth Counsel

Founded

1997

Country

United States

Website

www.wealthcounsel.com/software-for-attorneys/businessdocx-succession-planning-tools

Vendor Details

Company Name

Plumsail

Founded

2011

Country

US

Website

plumsail.com/documents/

Product Features

Legal Document Management

Access Controls No 
Archiving & Retention No 
Collaboration No 
Contract Management No 
Document Assembly No 
Document Indexing No 
Document Tagging No 
Full Text Search No 
Version Control No 

Product Features

Document Generation

Batch Processing Yes 
Collaboration Yes 
Digital Signature Yes 
Interaction Tracking No 
Multiple Output Formats Yes 
Templates Yes 

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking No 
Document Archiving No 
Document Assembly Yes 
Document Capture No 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing No 
Document Retention No 
Electronic Signature Yes 
Email Management Yes 
File Recovery No 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

Legal Document Management

Access Controls No 
Archiving & Retention No 
Collaboration No 
Contract Management No 
Document Assembly No 
Document Indexing No 
Document Tagging No 
Full Text Search No 
Version Control No 

Alternatives

Alternatives

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Wealth Docx

WealthCounsel
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Docmosis

Docmosis Pty Ltd
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Tritium

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