Automatically populate Microsoft Word documents with data from Planfix data tags and task fields. Use this integration to create documents quickly and easily.
Upload a ready-made Word document to Planfix — it's that easy! Setting up the integration is simple and straightforward. You don't need to transfer data, register, or perform any further actions.
Create documents with ready-made templates. Save time and avoid creating recurring documents from scratch.
When creating a document, use variables in your templates so that Planfix can automatically replace them when creating a document.
Write notes, edit, or view uploaded Word documents in a familiar interface directly in Planfix.
I need more tools!
Do you regularly work with spreadsheets? Integrate with Excel, use familiar tools, and become even more productive! Need the full power of Microsoft Office? Integrate Office 365 and other software tools.
See all integrations