Financial advisory firm saves 60% time writing technical documents

This success story, shared by Vicente Marco, Chief Operating Officer at Fundattio, highlights how the company automated their document creation process and achieved a 60% time savings in document writing.

Further in the article:

• The challenge: reducing time spent on technical documentation
• The solution: advanced document automation with Plumsail Documents
• Get started with Plumsail Documents

The challenge: reducing time spent on technical documentation

Fundattio is an advisory company, focused on public fundraising for innovative companies. Having come to a realization of how much time we spent on writing technical documents, we started looking for ways to automate this process. In particular, we were looking for a solution that would translate forms into completed documents. Their idea of automation was as follows:

• Fundattio clients and teams fill out forms;
• Form submission data populate document templates.

This type of automation would help us eliminate errors, save time, and expedite processes—all of which are crucial when assisting clients in attracting either public or private financing for their projects.

The solution: advanced document automation with Plumsail Documents

After a thorough search, we decided on Plumsail Documents.

Plumsail Documents allowed us to implement the intended automation, where form entry data automatically fills out documents. The flexibility of the templating syntax supports a multitude of variables to be incorporated into documents and includes conditional logic, which exceeded our expectations.

With Plumsail Documents, it became possible to implement complex logic, including conditionally hiding and showing parts of the document based on the form entry data.

Now we save 60% time writing technical documents. Plumsail Documents covers our needs more than we expected.

Using Plumsail Documents has helped us increase both the productivity and financial savings of our employees.

Get started with Plumsail Documents

Inspired by Fundattio’s success? Test all the features of Plumsail Documents with a 30-day free trial.

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