Financial advisory firm saves 60% time writing technical documents
Fundattio
Fundattio is an advisory company, focused in public fundraising to innovative companies.
The challenge
Having come to a realization of how much time is spent on writing technical documents, the Fundattio team started looking for ways to automate their processes. In particular, they 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 kind of automation would help to eliminate errors, save time, and speed up processes. All that is crucial when you help clients to attract either public or private financing for their projects.
The solution
After a thorough search, Vicente Marco, a chief operating officer, decided on Plumsail Documents.
Plumsail Documents allowed to implement intended automation where form entry data fill out documents automatically. The flexibility of templating syntax that supports a lot of variables to be written into documents and conditional logic turned out to be beyond the expectations.
With Plumsail Documents, it became possible to implement a complex logic with conditional hiding and showing parts of the document depending on the form entry data.
The results
According to Vicente Marco, Plumsail Documents has increased the productivity and money of their employees. “Now we save 60% time writing technical documents” - Vicente Marco, COO at Fundattio.
