Plumsail Documents 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Plumsail Documents

4.7

(74)

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

4.1

Customer support

4.6

Functionality

4.6

Stefan D.

Verified reviewer

Construction

11-50 employees

Used daily for less than 6 months

Review source

Reviewed March 2023

Great solution for our electronic lien waivers!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

In the construction industry, lien waivers are extremely tedious and costly in terms of labor. With the help from Plumsail, I was able to create a web-based lien waiver process for our vendors. I was able to build and execute the form and document creation systems during the free trial period and due to our low volume, Plumsail customer service team gave us a custom plan catered to our needs. Couldn't be happier.

Cons:

I would love to utilize the inkpad option in the form and have it get imposed onto our document. Would also like to see the inkpad option be a required form field in addition.

Reasons for choosing Plumsail Documents

Power Automate does not have this solution, but was able to find Plumsail through Power Automate's compatible connectors.

Vendor Response

Dear Stefan! Many thanks for your review. As for the ink pad, it's possible to capture handwritten signatures with the form and insert them into documents as pictures using the picture formatter in your templates. Moreover, we've just recently published an update for forms, now you can make an ink sketch field required. If any questions, we'll be happy to assist you. Feel free to drop a line at support@plumsail.com.

Replied March 2023

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

richard c.

Verified reviewer

Computer Software

10000+ employees

Used daily for less than 6 months

Review source

Reviewed December 2022

Too early to tell - Ask me in 3 months

I made the decision to go with Plumsail and I want it to work but it's been a struggle for my pretty complex 1st document. My business need right out of the gate wasn't simple.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I am currently on the fence as I see a few benefits to the tool. Word is so finnicky and I'm not having to deal with that (the use of the tokens is so much easier). The ability to create multiple slides/pages with looping over an array is fantastic.

Cons:

The documentation isn't always the most clear when things seem straight forward but then it doesn't work. I hoping to get workarounds for the things it can't do. The response time from the help desk is only through written ticket system and no chat or phone and it takes overnight. No quick responses.

Reasons for choosing Plumsail Documents

Not sure really... the product seemed to have an answer for all my needs.

Reasons for switching to Plumsail Documents

Not enough functionality

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.

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

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.

Maria S.

Verified reviewer

Pharmaceuticals

51-200 employees

Used weekly for free trial

Review source

Reviewed October 2025

Great tool for document automation

My overall experience with Plumsail Documents has been very positive. It is a reliable and powerful tool that makes document automation much easier, saves time, and integrates smoothly with other platforms like Power Automate.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What I liked most about Plumsail Documents is how easy it makes the document automation process. It’s very intuitive to use, integrates smoothly with Power Automate, and helps save a lot of time by generating professional documents automatically. It really improved efficiency in my workflows.

Cons:

Sometimes the learning curve can be a bit steep at the beginning, and it takes some time to configure advanced templates. However, once set up, it works very well.

Reece C.

Verified reviewer

Transportation/ Trucking/ Railroad

201-500 employees

Used daily for less than 6 months

Review source

Reviewed June 2025

Easy to use, integrates seamlessly.

Plumsail was easy set up and easy to implement. The service integrated seamlessly with our other systems.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Plumsail easily integrated with our existing systems, improving our processes and made our business more efficient.

Cons:

I wish the pricing structures offered more flexibility. I would like a a pay per use model, which would allow us to get the most for our money.

Verified

Reviewer

Aviation & Aerospace

201-500 employees

Used daily for less than 6 months

Review source

Reviewed February 2025

Good Product to Augument Document Automation

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

Easy to configure and start using quickly. The Test API allows you to test without blocking the production.

Cons:

This product exceeds expectations with no drawbacks.

Lucas H.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 6 months

Review source

Reviewed May 2025

5 Star Experience

It's been a good experience and Plumsail has helped me with multiple business procceses

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The usability and dynamic nature of Plumsail documents.

Cons:

Sometimes I experience a socket hang up error, and it takes time to fix.

Showing 1 - 10 of 74 Reviews

See All Reviews

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Plumsail Documents 2026: Benefits, Features & Pricing

Overview

About Plumsail Documents

Plumsail Documents Screenshots

Plumsail Documents Pricing and Plans

Plumsail Documents Features

Plumsail Documents Integrations

Plumsail Documents User Reviews

Plumsail Documents Popular Comparisons

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