How PlussaSuomi Streamlined Document Automation with Docupilot

In Finland’s competitive energy consulting space, Plusa Energia has carved out a unique position — delivering specialized electricity contracts to small and medium-sized businesses. With Niklas Westerlund at the helm as owner and CEO, the company has grown steadily, nearing its 10-year milestone with €6 million in annual revenue.

But with a small, agile team wearing multiple hats, the company needed more than just grit to keep scaling. The challenge? Managing an ever-growing list of documents manually — contracts, invoices, proposals, and more. To stay efficient without overextending their team, Plusa Energia turned to Docupilot early in their growth journey.

The Solution: Automation That Just Clicked

Once the team adopted Docupilot, their document management process underwent a dramatic shift for the better.

• ✅ End-to-End Integration: Docupilot fit effortlessly into their existing workflow, syncing with Microsoft tools and their CRM for a truly connected experience.
  
  
• 📄 Automated Document Creation: With just one CRM entry, the system automatically populated all relevant fields across documents — no more retyping or hunting for data.
  
  
• 🧑‍💻 Support When It Matters: When challenges popped up — like font compatibility between Mac and Windows — Docupilot’s support team jumped in with quick fixes and reliable guidance.
  
  
• 🔁 Smoother Workflows: By automating document generation, the team reduced errors, saved time, and could shift their attention back to what mattered most: serving their clients.
  

Features That Made a Real Impact

Several key Docupilot capabilities helped Plusa Energia tackle their challenges head-on:

• Custom Word Template Import: The ability to design and use their own branded templates ensured documents always looked sharp and professional.
  
  
• Dynamic Placeholders: Double curly-bracket fields made data embedding foolproof, so every document was accurate on the first try.
  
  
• Powerful Integrations: Compatibility with tools like Make.com and popular CRMs allowed the team to build automated workflows with ease — no coding required.
  
• Easy-to-Use Interface: Even non-technical team members were able to adopt Docupilot quickly, with minimal ramp-up time.

For Plusa Energia, Docupilot wasn’t just a tool — it became a critical part of their growth engine. What started as a need to simplify document workflows evolved into a full-scale automation solution that’s now central to how the business runs.

Whether it’s creating contracts, sending invoices, or integrating data from multiple systems, Docupilot delivered the flexibility, reliability, and ease of use they were looking for — without adding complexity or overhead.

If you're running a growing business and tired of document chaos, Plusa Energia’s success is proof that with the right solution, automation isn’t just possible — it’s powerful.