Plumsail Documents

RATING:

4.8

(36)

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: inv...

Awards and Recognition

FrontRunner 2022
Software Advice's FrontRunners report ranks top products based on user reviews, which helps businesses find the right software.

Plumsail Documents Pricing

Starts at $29.00 per month. There is a free trial.

Starting price: 

$25.00 per month

Free trial: 

Available

Free version: 

Not Available

Automate document creation and delivery
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Plumsail Documents Reviews

Overall Rating

4.8

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

4.5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Plumsail Documents

1 - 5 of 36 Reviews

User Profile

Stefan

Verified reviewer

Construction, 11-50 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2023

Great solution for our electronic lien waivers!

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.

Reason 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

Vincent

Railroad Manufacture, 1 employee

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2021

Plumsail Documents

PROS

The easy Use of the software en the integration

CONS

The integration with Adobe Sign doesn't work

Reason for choosing Plumsail Documents

I find it more easy to generate a excel file and then convert it into PDF

Vendor Response

Dear Vincent, thank you for the review :) You mentioned that the integration with Adobe Sign doesn't work. We have done some tests and investigated cases when it could fail. For now, we have improved the logic, and in case the Adobe Sign delivery fails, you'll receive an understandable error message. So you can make the necessary configuration in your Adobe Sign account. Please, give it one more try, the Adobe Sign integration works. If you have any questions, contact us at support@plumsail.com - we'll be more than happy to help you!

Replied May 2021

Juan Carlos

Computer & Network Security, 10,000+ employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

FUNCTIONALITY

4

Reviewed March 2024

Useful way to generate reports

Very good experience. We were able to create nice templates for reports without a big effort.

PROS

It is easy to define templates where to put data and generate reports.

CONS

Sometimes, customer and users forget then limit is in the objects supported. Sometimes it is not easy to include references within documents like images or objects which can be referred.

richard

Computer Software, 10,000+ employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

2

FUNCTIONALITY

3

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.

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.

Reason 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

Hugh

Financial Services, 11-50 employees

Used weekly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2024

SharePoint & Plumsail Documents

Excellent product and has helped us streamline processes with ease. Have used Plumsail Documents in a previous Company so it was an easy decision to use again. Works flawlessly and even has an accurate way to look at my remaining subscription 2for the month.

PROS

Easy to setup as part of a workflow in SharePoint

CONS

At the start there was a bit of setup required to get Plumsail Documents working in our workflow. Would like to see more ideas from Plumsail such as Signing Documents in SharePoint.

Reason for choosing Plumsail Documents

Easy to setup and test with trial and easy to deploy. Never got a chance to try the other alternatives because Plumsail was the first.