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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

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!

Description

Utilize a user-friendly drag-and-drop interface to design document templates effortlessly. A helpful software wizard leads users step-by-step through the document creation journey. Tailor documents to meet a wide range of needs with ease. Whether crafting legal agreements or generating customer invoices, SmoothDocs is equipped to handle it all. From concise one-page summaries to detailed contracts, SmoothDocs is capable of producing virtually any document your organization requires. Design templates for documents you use frequently to save significant time whenever a new document is generated. Construct customizable templates with ease, segmenting your text into various sections that can be arranged in any desired order. Incorporate custom fields that refresh with each new document creation. Generate documents using your templates by selecting the sections you wish to include. Update fields with personalized text, and modify any part of the document as necessary to suit your requirements. This flexibility ensures that every document can be tailored to perfection, enhancing your productivity and efficiency.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

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 

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 

Pricing Details

$29 per month
Free Trial Yes 
Free Version No 

Pricing Details

$29.95 one-time payment
Free Trial No 
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 No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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 No 
Live Training (Online) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

Plumsail

Founded

2011

Country

US

Website

plumsail.com/documents/

Vendor Details

Company Name

Traxmaster Software

Country

United States

Website

www.smoothdocs.com

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 

Product Features

Document Generation

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

Alternatives

Alternatives

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