Plumsail Documents + RevSend
Plumsail Documents + RevSend lets you automate document generation and personalized B2B gifting, improving engagement and streamlining business operations.
Integrate Plumsail Documents with RevSend to generate contracts, invoices, or reports from DOCX, XLSX, PPTX, or HTML templates and automatically pair them with personalized, trackable gifts. Boost customer retention and revenue by simplifying your workflow—documents are created and gifts are sent in one automated process. Leverage RevSend’s CRM, sales tool, and marketing platform integration for seamless workforce or client engagement, while Plumsail ensures your documentation is accurate and fully automated.
Set-up
Get started in the RevSend Integration Page
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