Case Study: Fundattio saves 60% time writing technical documents with Plumsail Documents

Financial advisory firm saves 60% time writing technical documents

Fundattio, a financial advisory firm focused on public fundraising, sought to reduce the significant amount of time its teams spent manually writing technical documents. They needed an automation solution, specifically one that could translate data from forms into completed documents to eliminate errors and speed up their processes for clients.

The firm implemented Plumsail Documents to automate their document creation. The solution used form entry data to automatically populate templates, with features like conditional logic that could show or hide document sections. This resulted in a 60% time savings in writing technical documents, increasing both employee productivity and financial savings for the company.

Fundattio

Vicente Marco

Chief Operating Officer