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Plumsail Documents

by Plumsail

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Plumsail Documents's own site

What Plumsail Documents is

Plumsail Documents creates documents from templates, fills them with data, and can send them by email, collect e-signatures, or save them to other apps. Templates can be PDF, Word, Excel, PowerPoint, or HTML, with syntax for lists, tables, charts, QR codes, and barcodes. It supports bulk generation, including PDFs, and can convert Word, Excel, PowerPoint, or HTML documents to PDF in Power Automate Flow. Teams can automate workflows through Microsoft Power Automate and connectors for SharePoint, Power Apps, Zapier, and Make, or generate documents programmatically through a REST API. PDF actions can add text or logo watermarks, set passwords, and restrict copying, data extraction, or editing. A Plumsail process run, integration-platform action, or REST API call counts as one document. The cloud service runs on web and API platforms. Paid plans start at $25/mo, with a 30-day trial and no free plan; support is listed through documentation and email. The pricing page states that data in transit uses TLS 1.3 and data at rest is encrypted at volume level with AES-256.

Who it suits

Plumsail Documents suits teams that need to generate documents from business data or templates in bulk or through automated workflows. It also fits teams that need document conversion, PDF controls, e-signature routing, or API-based generation.

What it does well

  • Supports PDF, Word, Excel, PowerPoint, and HTML templates.
  • Offers bulk document generation.
  • Connects with Microsoft Power Automate, SharePoint, and Power Apps.
  • Provides a REST API for document generation.
  • Supports PDF passwords and editing restrictions.

What to know first

  • No free plan.
  • Paid plans start at $25/mo.
  • Each process run, integration action, or API call counts as one document.
  • Enterprise uptime commitment is stated for Enterprise customers.

Limits

The Folder plan lists 200 documents monthly, Drawer lists 1,000, and Cabinet lists 3,500. Folder and Drawer have no SLA, while Cabinet lists an SLA; a Custom plan is available through sales.

Plans

PlanBilled and limitsPrice
FolderMonthly or annually; page lists 200 documents monthly · 200 documents monthly · no SLAOn request
CustomContact sales for a custom plan · Custom planOn request
CabinetMonthly or annually; page lists 3,500 documents monthly · 3,500 documents monthly · SLAOn request
DrawerMonthly or annually; page lists 1,000 documents monthly · 1,000 documents monthly · no SLAOn request

As plumsail.com lists them, read 8 Oct 2026. The maker's own page has the final word.

Getting started

  1. Open the Plumsail Documents website
  2. Start the 30-day trial
  3. Choose a paid plan starting at $25/mo
  4. Select Word, HTML, PDF, Excel, or PowerPoint templates
  5. Connect Microsoft Power Automate, SharePoint, Power Apps, Zapier, or Make
  6. Use the REST API for programmatic document generation

Verdict

Plumsail Documents covers template-based generation, workflow automation, conversion, and PDF controls, with several ways to connect it to other systems. It is paid, starts at $25/mo, and has no free plan.

Questions

How much does Plumsail Documents cost?

Paid pricing starts at $25/mo, and the pricing note includes a 30-day trial. There is no free plan.

Which platforms and integrations are supported?

It runs on the web and through a REST API. Integrations include Microsoft Power Automate, Microsoft SharePoint, Microsoft Power Apps, Zapier, and Make.

What template formats can it use?

Templates can be PDF, Word, Excel, PowerPoint, or HTML. Template syntax supports lists, tables, charts, QR codes, and barcodes.

How is document usage counted?

A process run in a Plumsail account, an integration-platform action execution, or a REST API call counts as one document.

What support is available?

Plumsail lists documentation and email support.

Is Plumsail Documents open source?

No. It is a paid cloud service and is not open source.

Facts from Plumsail's own pages

Company history
The company timeline lists the launch of Documents and Forms in 2019. · plumsail.com, 8 Oct 2026
Company scale
Plumsail says more than 8,000 organizations across 170 countries use its solutions. · plumsail.com, 8 Oct 2026
Data residency and compliance
Plumsail offers data residency options in Europe, Australia, and the United States and lists GDPR, CCPA, and CSA Star. · plumsail.com, 8 Oct 2026
Deployment
cloud · plumsail.com, 23 Sept 2026
Document conversion
It converts Word, Excel, PowerPoint, or HTML documents to PDF in Power Automate Flow. · plumsail.com, 8 Oct 2026
E-signatures
Generated documents can be sent to a selected e-signature provider for signing. · plumsail.com, 8 Oct 2026
Integrations
The integrations page lists Plumsail Forms, SharePoint, Power Automate, Make, Zapier, Airtable, DocuSign, Outlook, and other apps. · plumsail.com, 8 Oct 2026
Key features
Generate PDFs from reusable templates · Populate templates with data and variables · Bulk document generation · Workflow automation through Microsoft Power Automate and related connectors · REST API for programmatic document generation · Document output conversion and delivery in automated workflows · plumsail.com, 23 Sept 2026
PDF protection
PDF actions can apply text or logo watermarks, set passwords, and restrict copying, data extraction, or editing. · plumsail.com, 8 Oct 2026
Pricing measure
A process run in a Plumsail account, an integration-platform action execution, or a REST API call counts as one document. · plumsail.com, 8 Oct 2026
Purpose
Plumsail Documents generates documents from templates, sends them by email, collects e-signatures, and saves them to other apps. · plumsail.com, 8 Oct 2026
Reliability
Plumsail states that it commits to 99.9% uptime for Enterprise customers and performs daily and regional backups. · plumsail.com, 8 Oct 2026
Support
The company says its support team replies within a day. · plumsail.com, 8 Oct 2026
Support
docs, email · plumsail.com, 23 Sept 2026
Template features
Its template syntax supports lists, tables, charts, QR codes, and barcodes. · plumsail.com, 8 Oct 2026
Template formats
Templates can be PDF, Word, Excel, PowerPoint, or HTML. · plumsail.com, 8 Oct 2026
Transport and stored data security
The pricing page states that data in transit uses TLS 1.3 and data at rest is encrypted at volume level with AES-256. · plumsail.com, 8 Oct 2026

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