Plumsail Documents 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Plumsail Documents

4.7

(69)

FrontRunner 2026

Pricing

Starting at $25.00 per month

About Plumsail Documents

Automate your everyday document routine with Plumsail Documents.

Data from your systems such as CRM, ERP, Forms, Databases populate document templates. Completed documents are delivered to recipients by email or sent to request e-signatures, or saved to your systems back.

Such document automation not just frees your time and resources, but saves you from such frustrating things as delays in delivering documents that may lead to a collapse of the deal.

With Plumsail Documents, you won't be tied to a particular format. It supports PDF, Word, Excel, PowerPoint, and HTML document templates. So, you can choose the document type depending on your needs. In the end, the result can be optionally converted to PDF.

Automate generation of all documents in your company: invoices, contracts, reports, orders.

Plumsail Documents Screenshots

Plumsail Documents Pricing and Plans

Starting price: $25.00 per month

Free Trial

Free Version

Folder

$25.00

flat rate, per month

Plan includes:

200 Documents Monthly
No SLA

Drawer

$84.00

flat rate, per month

Plan includes:

1000 Documents Monthly
No SLA

Cabinet

$249.00

flat rate, per month

Plan includes:

3000 Documents Monthly
No SLA

Personal

$0.00

No plan information available

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Plumsail Documents Features

Popular features found in Document Management
Access Controls/Permissions
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Classification
Document Editing
Document Generation
Electronic Signature
File Conversion
File Sharing
Third-Party Integrations
Version Control
More features of Plumsail Documents
API
Batch Processing
Configurable Workflow
Contract Drafting
Customizable Fields
Customizable Forms
Customizable Templates
Data Import/Export
Data Storage Management
Digital Signature
Document Automation
Document Capture
Document Management
Document Review
Document Storage
Document Templates
Email Templates
Full Text Search
Multiple Output Formats
Process/Workflow Automation
Secure Data Storage
Template Management
Templates
Text Editing
Workflow Management

Plumsail Documents Integrations

Make

Microsoft Outlook

Dropbox Business

Zapier

Microsoft Power Apps

Gmail

See all 18 integrations

Plumsail Documents User Reviews

Overall Rating

4.7

Ratings Breakdown

77%

19%

Secondary Ratings

Ease of Use

4.7

Value for money

4.2

Customer support

4.6

Functionality

4.6

Michael M.

Verified reviewer

Mental Health Care

11-50 employees

Used daily for free trial

Review source

Reviewed July 2024

Great product, especially if you like learning new things

So far, I have had a great time thinking of new processes, it seems like as soon as I start working on one something else pops up that can help even more.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is great to be able to make any form that I need and the fact that I can dictate how I receive them and how they are named, is time saving. There are not a lot of delivery methods, but they definitely hit the major ones, so anyone should be able to find a way to disseminate their documents.

Cons:

I do wish that there were more actions available, but there isn't anything significantly missing, except for maybe the ability to print documents.

Reasons for choosing Plumsail Documents

Very easy to use, the worst part of the product is trying to get the Power Automate to work with it. Plumsail is the easy part.

Reasons for switching to Plumsail Documents

Cost and the ease of using my own documents and not having to create them in their system, and the documents still not looking professional.

Bob M.

Verified reviewer

Law Practice

1001-5000 employees

Used daily for less than 6 months

Review source

Reviewed June 2025

Powerful Document Automation for Complex Workflows

Plumsail Documents has been an essential part of a high-volume document automation solution we built using Power Automate and Azure AI. We extract and process large sets of multi-page PDFs, analyze each page with AI, and use Plumsail to assemble structured Word documents; each section on its own page. The connector is fast, reliable, and incredibly flexible. It has significantly streamlined our workflow and improved document consistency across the board. Highly recommended!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The connector is incredibly flexible and easy to integrate into complex Power Automate workflows. It supports a wide range of document operations—from generating Word documents from templates to converting and manipulating PDFs—all with excellent reliability.

Cons:

The main challenges we’ve encountered are around documentation and the need for clearer guidance when troubleshooting advanced scenarios. Additionally, we found it necessary to introduce delays between actions to ensure document processing completes before moving on to the next file. Better native support for handling asynchronous operations would be a welcome improvement.

Reasons for choosing Plumsail Documents

We chose Plumsail Documents because it offered a more seamless and flexible integration with Microsoft Power Platform than other solutions. Its native support for DOCX templates, ability to generate structured Word and PDF documents with dynamic content, and the ease of configuring flows in Power Automate made it the best fit for our use case. Unlike Adobe’s offerings, Plumsail required no complex setup, allowed us to work directly with familiar Office-based templates, and scaled well to handle high-volume document processing with minimal friction.

Nicholas H.

Verified reviewer

Retail

201-500 employees

Used daily for less than 6 months

Review source

Reviewed October 2024

plumsail & me

Mostly positive. In response to a suggested delivery option I was advised to implement more complex processes and coding with PowerAutomate. I realize not every feature suggestion will be considered or implemented. Please remember that your customers want a low/no code, turnkey solution for their use case.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like the functionality to import a custom designed XLS which we are using as the form/document construct. Using the tokens was pretty straightforward and worked well with PowerAutomate

Cons:

We had a lot of difficulty with the delivery to Sharepoint. I was told this was more of a global issue and just our account. Either way, the Sharepoint delivery was failing during the testing and demo phase of the project. This undermined Plumsails reliability and the overall feasibility/stability of the internal project and management's approval thereon. While things are working more consistently now, failures (weather outright or processes that run indefinitely) seem to be 'silent' so users aren't necessarily notified of the failure, there is simply a lack of the expected output.

Reasons for choosing Plumsail Documents

Cost, ease of use, started process w/ Plumsail and didnt want to change

Vendor Response

Dear Nicholas, Thanks for your feedback, it's really helpful. We're working on better retry logic for failed deliveries, as services like SharePoint can sometimes be down, and we're planning to add notifications for any failed runs. Feel free to reach out anytime at support@plumsail.com, we're here to help!

Replied October 2024

Ralph E.

Verified reviewer

Food & Beverages

11-50 employees

Used daily for less than 6 months

Review source

Reviewed December 2025

Very good!

perfekt. Plumsail is working out of the box perfectly. Without any fails, perfect for automatism with PowerAutomate

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy onboarding, transparent Price Models. High level of automatisation. We are using PowerAutomate to convert Files.

Cons:

Its not for free :-) but its worth the fee. There is nothing we did not like about Plumsail Documents.

Jens E.

Verified reviewer

Transportation/ Trucking/ Railroad

1001-5000 employees

Used daily for less than 6 months

Review source

Reviewed July 2025

Good Platform

Overall I am ok, because I found what I needed. I dont like when things are too details and when it is hard to find the right things. So that is solved well.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I found a solution for my problem and it was easy to implement. I do like how simple the site is and that i was able to find all the elements that I needed (API key, Subscription details)

Cons:

I think the page looks a bit too simple, almost like it has been a new start up that is still under development. The page could look a bit more sophisticated to gain a bit more professionalism

Reasons for choosing Plumsail Documents

Because I want to have everything in my cloud. But it is very likely that I will stop Plumsail and use PowerAutomate because if I end up paying a lot for subscription for many different services, my budget will explode.

Sabyr Z.

Verified reviewer

Utilities

51-200 employees

Used daily for less than 6 months

Review source

Reviewed December 2024

The smallest but most important cog in a complex mechanism!

I certainly use the Plumsail Documents service as part of the whole Plumsail ecosystem together with Plumsail Forms and HelpDesk. I am looking at the OrgChart service. The ease of use of Plumsail Documents service and functionality allows you to quickly automate business processes in your company and no longer think about the basic principles of automation. It is incredibly convenient!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

After trying many similar services (pdf4me, encodian) I chose plumsail because it provides the best combination of price for the operation of filling my engineers' report templates in WORD. Moreover, filling a WORD template and subsequent conversion from WORD to PDF is just one operation! Very convenient and economical.

Cons:

Nothing. That's right, no cons! Except that my appetite grows while eating, and now I want to transfer to this service all business operations in the company for filling out WORD templates (commercial proposals, travel requests, and even automatic filling out of contracts!).

Reasons for choosing Plumsail Documents

because it provides the most optimal balance of functionality, number of iterations, and cost

Maher A.

Verified reviewer

Maritime

Self-Employed

Used daily for less than 6 months

Review source

Reviewed September 2025

Great and addes value to your business

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of us Automation Multitasks in one process Customer support is great Easy to learn Integration with Airtable

Cons:

Document template editung is good but can be done only in Google docs which is not great but good enough. It is difficult to change the template. No button you need to build a new process.

Reasons for choosing Plumsail Documents

Ease of use, integration, features, and price.

Ekaterina S.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 6 months

Review source

Reviewed August 2024

A Powerful Tool with Great Features, But Room for Improvement

Overall, my experience with Plumsail Documents has been largely positive. The platform is user-friendly, with fast and easy template creation, seamless integration with Microsoft systems, and helpful documentation. I especially appreciate the flexible delivery options and reasonable pricing. However, the document editor can be a bit challenging to use for longer documents, and the limitations in testing the Power Automate process without a paid plan can be frustrating. Despite these drawbacks, Plumsail Documents remains a powerful tool that adds significant value to my workflow.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love how easy and fast it is to create templates. It really cuts down on the time I spend setting things up. The ability to generate forms directly from document fields is super handy. It streamlines everything and makes sure data collection is consistent. The way Plumsail integrates with Microsoft systems like SharePoint and Power Automate is spot on. It fits right into my existing workflow without any hassle. The documentation is detailed but easy to follow. It’s been a lifesaver, especially when figuring out how to use Power Automate effectively. I appreciate the flexibility in delivery channels. Whether it’s emailing documents or storing them in the cloud, I can choose the method that works best for me. The pricing is very reasonable for what you get. It’s a solid investment without breaking the bank. I’m really impressed with the testing mode. Being able to test and configure everything before using paid runs gives me peace of mind.

Cons:

The document editor can be a bit tricky to work with, especially when making changes to longer documents. It doesn’t feel as smooth or intuitive as I’d like, which can make editing more cumbersome than it should be. Also, the testing mode has some limitations that I find confusing. Although you can test document generation, you can’t fully test the Power Automate process without a paid plan. This feels a bit restrictive, particularly since there’s already a cap on the number of test runs.

Reasons for choosing Plumsail Documents

Great integration with power automate, Pricing model, extensive feature set, great documentation

Reasons for switching to Plumsail Documents

They didn’t provide feature to download attachments in forms, signature and didn’t integrate nicely with power automate

Vendor Response

Hi Ekaterina! Thanks for the feedback on the editor, that’s really helpful and valuable information for us. As for testing: if your document generation process is in testing mode, you won’t be charged for the Start document generation action in Power Automate. For other actions not related to Processes, you can use a test API key. If you’re unsure how to test without using credits, just drop us a line at support@plumsail.com.

Replied August 2024

Matt D.

Verified reviewer

Retail

10000+ employees

Used daily for less than 6 months

Review source

Reviewed June 2024

Great alternative

Integrated with Azure Logic Apps for invoice processing. Process takes binary PDF data and consolidates documents into a single PDF to send to the customer. Most of the solutions found in Logic Apps wouldn't accept an array input, which we needed in our process. Adobe has a solution (which I used), but to deal with them wasn't an easy subscription-based signup process. They don't publish pricing and it would have invovled a meeting with a sales rep. Trial ran out (which wasn't much), and I tested several alternatives before finding Plumsail.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

No hassle subscription-based service, with monthly option, no 'contract' or sales agent needing to be involved. Trial allotment was quite generous.

Cons:

No issues encountered at all. Perhaps for our usage (consolidating PDF's into single documents), it could cost less, but it still appeared to be the best fit for our requirements.

Reasons for choosing Plumsail Documents

PDFco, Cloudmersive PDF, Adobe PDF Services - Met our requirements (array-based file input, some of the others had a fixed number of input files that needed to be named individually). Pric

Reasons for switching to Plumsail Documents

Adobe PDF Services API - Trial ran out, pricing wasn't transparent/available and I didn't want the hassle of having to meet with a sales rep (or a resulting contract, as is normally the case with Adobe).

Michael W.

Verified reviewer

Non-Profit Organization Management

51-200 employees

Used daily for less than 2 years

Review source

Reviewed September 2025

Integration between Power Automate (O365) is incredible

Overall, Plumsail Documents has been a great addition and we hope to continue using Plumsail in the future.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Integration between Plumsail and Power Automate is great. It automates a huge part of our process and reduces the time required on man power.

Cons:

Plumsail Documents was a bit difficult to set up. Also the change from Classic to Modern was a bit confusing. I had to re write a lot of the backend values and code because things in Classic just stopped working.

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