Auto-populate documents with Plumsail Documents

No matter how fast and efficient digital processes become, a good old-fashioned paper trail is still satisfying. It’s practically non-negotiable for industries like accounting. But what happens when a client insists on a PDF copy, and an email confirmation won’t cut it?

Thankfully, Plumsail Documents can help you tackle those document requests and keep business moving. It’s a tool that lets you auto-generate and populate documents with app data for invoices, employment agreements, and more. Just choose an existing template or upload your own, add placeholders for your data, and then customize your saving and sharing options.  

Zapier can help you streamline your workflow further. With a simple Zap (our word for automated workflows), you can automatically generate a pre-filled document whenever you receive a new Jotform submission. That way, you don’t have to copy and paste information manually whenever you need a document. 

The problem: You collect information digitally, but your clients prefer paper copies. Business processes are less efficient because you have to create documents manually. 

The solution: Quickly create customer documents with Plumsail Documents and Zapier. Automatically create a new document with Plumsail Documents whenever you receive a new submission in Jotform. 

Ready to try it yourself? Get started with our pre-made workflows called Zap templates. Just click on the template below, and we’ll guide you through the setup process. It only takes a few minutes.

Zap rating: Beginner

Pro tip: Don’t use Jotform to collect customer info? No problem! Plumsail Documents connects with other form tools through Zapier, so you can quickly generate the necessary documents.

This is the start of all you can do with Plumsail Documents and Zapier. Zapier supports thousands of apps so that you can automate almost any task at work. Start building your Zap now with Plumsail Documents and improve your business processes.