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Description
Subject matter experts can streamline their expertise by effortlessly creating applications through a drag-and-drop interface, eliminating the necessity for programming knowledge or technical expertise. Leverage a unified platform to design and deploy applications that automate processes comprehensively across various departments within an organization. Easily generate customized documents that are pre-filled from stylish templates and include e-signature functionality. Fully automate user journeys, encompassing approvals, scheduled tasks, and reminders, ensuring a seamless experience. Construct intricate rules and decision-making frameworks, which may include calculations and weighted scoring systems. Collect essential information from users or systems and perform triage with the help of intelligent forms. Prototype, develop, and sustain applications without requiring IT skills, thanks to our user-friendly drag-and-drop functionality. The Checkbox platform is versatile enough to create a variety of tailored automation solutions. Explore the most sought-after use cases and application templates favored by our clientele, and expand your understanding of the possibilities available. This level of accessibility allows anyone to harness technology for process improvement.
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
API Access
Has API
Integrations
Adobe Acrobat Sign
Axis LMS
Docusign
Dropbox
Dropbox Sign
Easyflow
Gmail
Google Drive
Microsoft OneDrive
Microsoft Power Apps
Integrations
Adobe Acrobat Sign
Axis LMS
Docusign
Dropbox
Dropbox Sign
Easyflow
Gmail
Google Drive
Microsoft OneDrive
Microsoft Power Apps
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$29 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Checkbox
Founded
2016
Country
Australia
Website
checkbox.ai/
Vendor Details
Company Name
Plumsail
Founded
2011
Country
US
Website
plumsail.com/documents/
Product Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
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
Product 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