--- title: "Plumsail Documents Software Reviews, Demo & Pricing - 2026" description: "Review of Plumsail Documents Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/cms/plumsail-documents-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Document Management Software](https://www.softwareadvice.com/category/722-document-management/) / Plumsail Documents Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/cms/plumsail-documents-profile/reviews/)[Alternatives](https://www.softwareadvice.com/cms/plumsail-documents-profile/alternatives/) # Plumsail Documents Review From $25-$249/month Free trial 4 plans Wondering if Plumsail Documents is right for your organization? Our Document Management Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Plumsail Documents 4.7 [(81)](https://www.softwareadvice.com/cms/plumsail-documents-profile/reviews/) FrontRunner 2026 Pricing Starting at $25.00 flat rate 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. Do you work for Plumsail Documents? [Manage this product listing](https://www.g2.com/products/plumsail-documents/claim_requests/new?auto=true) Wondering if Plumsail Documents is right for your organization? Our Document Management Software selection experts can help you in 15 minutes or less. ## Plumsail Documents User Interface ## Popular Plumsail Documents Alternatives Main Product Plumsail Documents 4.7 [(81)](https://www.softwareadvice.com/cms/plumsail-documents-profile/reviews/) Ratings Breakdown - 4.67Ease of use - 4.19Value for money - 4.63Customer support - 4.57Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [Microsoft Word](https://www.softwareadvice.com/cms/microsoft-word-profile/) 4.7 [(2913)](https://www.softwareadvice.com/cms/microsoft-word-profile/reviews/) Ratings Breakdown - 4.65Ease of use - 4.40Value for money - 4.26Customer support - 4.68Functionality Pricing Starting at $9.99 per month Get Price Alternative Product [Adobe Acrobat](https://www.softwareadvice.com/content-collaboration/adobe-acrobat-dc-profile/) 4.7 [(4265)](https://www.softwareadvice.com/content-collaboration/adobe-acrobat-dc-profile/reviews/) Ratings Breakdown - 4.56Ease of use - 4.27Value for money - 4.26Customer support - 4.56Functionality Pricing Starting at $14.99 per month Get Price Alternative Product [Google Workspace](https://www.softwareadvice.com/marketing/google-workspace-profile/) 4.7 [(17749)](https://www.softwareadvice.com/marketing/google-workspace-profile/reviews/) Ratings Breakdown - 4.64Ease of use - 4.59Value for money - 4.27Customer support - 4.63Functionality Pricing Starting at $7.00 per month Get Price Alternative Product [iLovePDF](https://www.softwareadvice.com/cms/ilovepdf-profile/) 4.7 [(1809)](https://www.softwareadvice.com/cms/ilovepdf-profile/reviews/) Ratings Breakdown - 4.82Ease of use - 4.65Value for money - 4.32Customer support - 4.67Functionality Pricing Starting at $9.00 per month Get Price Alternative Product [M-Files](https://www.softwareadvice.com/product/433195-M-Files/) 4.4 [(277)](https://www.softwareadvice.com/product/433195-M-Files/reviews/) Ratings Breakdown - 4.24Ease of use - 4.29Value for money - 4.23Customer support - 4.36Functionality Pricing Available upon request Get Price ## 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 File Management Full Text Search Multiple Output Formats Secure Data Storage Template Management Templates Text Editing Workflow Automation Workflow Management ## Plumsail Documents Integrations Make Integration rated undefined from -1 review Microsoft Outlook Integration rated undefined from -1 review Dropbox Integration rated undefined from -1 review Zapier Integration rated undefined from -1 review Microsoft Power Apps Integration rated undefined from -1 review Gmail Integration rated undefined from -1 review See all 18 integrations ## Plumsail Documents User Reviews ## Plumsail Documents customer ratings - Overall rating: 4.7/5 - Total reviews: 81 ### Rating distribution - 5 stars: 63 reviews (78%) - 4 stars: 15 reviews (19%) - 3 stars: 3 reviews (4%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Secondary ratings - Ease of use: 4.7/5 - Value for money: 4.2/5 - Customer support: 4.6/5 - Functionality: 4.6/5 --- ### Great product, especially if you like learning new things - Overall rating: 5/5 - Reviewer: Michael M. - Verified reviewer: Yes - Industry: Mental Health Care - Company size: 11-50 employees - Product usage: Used daily for free trial - Reviewed: July 2024 - Review source details: This review was submitted organically. No incentive was offered 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: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### The smallest but most important cog in a complex mechanism! - Overall rating: 5/5 - Reviewer: Sabyr Z. - Verified reviewer: Yes - Industry: Utilities - Company size: 51-200 employees - Product usage: Used daily for less than 6 months - Reviewed: December 2024 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Too early to tell - Ask me in 3 months - Overall rating: 3/5 - Reviewer: richard c. - Verified reviewer: Yes - Industry: Computer Software - Company size: 10000+ employees - Product usage: Used daily for less than 6 months - Reviewed: December 2022 - Review source details: This review was submitted organically. No incentive was offered 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: 4/5 - Value for money: 4/5 - Customer support: 2/5 - Functionality: 3/5 #### 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 --- ### A Powerful Tool with Great Features, But Room for Improvement - Overall rating: 5/5 - Reviewer: Ekaterina S. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: August 2024 - Review source details: This review was submitted organically. No incentive was offered 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: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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 --- ### Plumsail helped with Rich Text Formatting Project - Overall rating: 5/5 - Reviewer: Annalise T. - Verified reviewer: Yes - Industry: Government Administration - Company size: 1001-5000 employees - Product usage: Used weekly for less than 6 months - Reviewed: February 2026 - Review source details: This review was submitted organically. No incentive was offered It has been great so far, and we are truly loving the output that it provides. I also wanted to shout out the resources section of your website, as it was very helpful in my initial setup and helped convince me to go with the product. The youtube tutotials were also very helpful, thank you for taking the time to create tutorials! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I loved how easy it was to set up and get started using this product. Also, it filled the hole in our project perfectly. We were struggling with a way to bring rich text formatting into our job description templates, and this product did the job! Previously, when the formatted text was sent to the template, the formatting got wiped out, and left a huge eyesore in the middle of our template. Setting up Plumsail was super easy, and now our documents look so much better! #### Cons I was a little confused by the difference between the modern and classic word templates. The rich text function seems to only work with the classic templates, so I had to figure out how to switch to using classic in order for my solution to work. Will rich text functionality be moved to the modern template in the future? --- ### Integration between Power Automate (O365) is incredible - Overall rating: 5/5 - Reviewer: Michael W. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: September 2025 - Review source details: This review was submitted organically. No incentive was offered Overall, Plumsail Documents has been a great addition and we hope to continue using Plumsail in the future. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### IT Manager - Overall rating: 5/5 - Reviewer: Asiye M. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 51-200 employees - Product usage: Used daily for less than 6 months - Reviewed: May 2026 - Review source details: This review was submitted organically. No incentive was offered Overall, a positive experience. The platform helped streamline document automation and PDF generation within our Power Platform solution. Reliable and flexible once configured properly. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Easy integration with Power Automate and SharePoint. PDF generation and form filling are straightforward and saved significant development time. #### Cons PDF field mapping and debugging can be challenging for complex forms with many checkbox fields. More visibility into field names and easier troubleshooting would help. --- ### Plumsail was the PDF form filling automation I needed! - Overall rating: 5/5 - Reviewer: Alec P. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 11-50 employees - Product usage: Used daily for free trial - Reviewed: February 2026 - Review source details: This review was submitted organically. No incentive was offered Plumsail is an excellent solution to help automate document creation tasks in Microsoft Power Automate. I used the "Fill in PDF Form" action to create a PDF form associated with every submission of digital form. Once it was up and running, documents were created without issue and were easily saved into our Sharepoint. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Plumsail had the support to help me automate the filling out of PDF forms, which allowed us to keep and generate said documents in our Sharepoint. #### Cons Some of the documentation for using Plumsail with Power Automate, specifically JSON structure for PDF form entries, was a not detailed enough for my use case and required some guess and check in my flows. --- ### Great and beyond - Overall rating: 5/5 - Reviewer: Elias N. - Verified reviewer: Yes - Industry: Financial Services - Company size: Self-Employed - Product usage: Used daily for less than 6 months - Reviewed: March 2026 - Review source details: This review was submitted organically. No incentive was offered Professional and simplest. Real team work, they are very good on customer support and great tool for our projects. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros This was like three clicks to have my solution done. It’s amazing tool. I’m converting all my html data to pdf kind of reporting tool for daily basis tracking routes, orders and obligations #### Cons I really don’t have cons for my this is being a great experience starting on the solution, simplest and ease use --- ### Strengths and weaknesses of Plumsail Documents - Overall rating: 5/5 - Reviewer: Jane H. - Verified reviewer: Yes - Industry: Industrial Automation - Company size: 201-500 employees - Product usage: Used monthly for less than 2 years - Reviewed: April 2026 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros 1. Easy to pull data from SharePoint list to generate the power point file. 2. Technical support is good that I can receive the guidance quickly. #### Cons The online guidance is not clear about how to pull data to different formats, for example to a data table or as contents of one slide. --- Showing 1 - 10 of 81 Reviews [See All Reviews](https://www.softwareadvice.com/cms/plumsail-documents-profile/reviews/) ## Plumsail Documents Popular Comparisons [Microsoft Word vs Plumsail Documents](https://www.softwareadvice.com/cms/microsoft-word-profile/vs/plumsail-documents/)[Adobe Acrobat vs Plumsail Documents](https://www.softwareadvice.com/content-collaboration/adobe-acrobat-dc-profile/vs/plumsail-documents/)[Google Workspace vs Plumsail Documents](https://www.softwareadvice.com/marketing/google-workspace-profile/vs/plumsail-documents/)[Jotform vs Plumsail Documents](https://www.softwareadvice.com/market-research/jotform-profile/vs/plumsail-documents/)[PandaDoc vs Plumsail Documents](https://www.softwareadvice.com/contract-management/pandadoc-profile/vs/plumsail-documents/) [Compare All Alternatives](https://www.softwareadvice.com/cms/plumsail-documents-profile/alternatives/) ## Other Top Recommended Document Management Software [Square 9](https://www.softwareadvice.com/cms/square-9-profile/) **4.5** (146) Recently recommended **19** times [Conga Composer](https://www.softwareadvice.com/cms/conga-document-generation-profile/) **4.4** (118) Recently recommended **16** times [FileHold](https://www.softwareadvice.com/cms/filehold-profile/) **4.7** (56) Recently recommended **14** times [Klyck](https://www.softwareadvice.com/business-plan/klyck-profile/) **4.9** (29) Recently recommended **13** times Stuck Between Options? 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