Document generation integration with line item support

  • 24 August 2020
  • 0 replies
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Userlevel 1

Hi there,

I represented the Plumsail Documents team. Recently, we built a Zapier integration for document generation

We’re passionate about tools that save time, human resources, preserve you from repetitive routine:-)

Plumsail Documents allows you to:

  • generate documents from templates (Word, Excel, PowerPoint, HTML)
  • auto-populate fillable PDF documents
  • deliver the resulting files to the cloud,
  • and much more

Now, with its integration for Zapier, it’s easy to connect your document generation to other apps like web forms, CRM systems, payment applications, and so on. 

For more flexibility and functionality, we’ve added support of line items. Now, you can insert multiplying values from line items to document templates. 

Please, give it a try. Personally, I’d appreciate your feedback and if you share some of your use cases. 

Regards,

Anzhelika Cherina

Plumsail team

 


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