All Plumsail Documents Reviews

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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.

Dinu

Hospital & Health Care, 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 January 2021

Very good solution!

We are issuing client contracts, subcontractors agreement, staff employment contracts. The processess, easily automated through MS Power Automate, are fast and reliable

PROS

Solved all our complex document production needs based on MS Lists, through MS Power Automate

CONS

Nothing to dislike about Plumsail documents - it works as you would expect it

Reasons for switching to Plumsail Documents

formstack was expensive, limiting and did not work well, as far as I could tell, with sharepoint lists

Abdul Qader

Food Production, 51-200 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

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed February 2021

Has many features with regards to PDF

PROS

To fill in pdf form using Microsoft Power Automate

CONS

currently no cons were found in this software. I am new user so give me some time *laughs

Reason for choosing Plumsail Documents

Adobe did not have Fill in PDF and the charge was more than plumsail

Olof

Accounting, 11-50 employees

Used daily for more 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

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed June 2022

Great product which makes our live easier

Quite positive. Just would like to have a running subscription that prevents flows from failing due to the expiration. This interrupts our processes. Also, we would like to have a test environment. Currently, for testing purposes we are consuming credits which are meant for production.

PROS

Merge documents (text with docx) and convert docx to pdf, excel occasional

CONS

Lacking of a test set-up that prevents consuming credits purchased for production.

Vendor Response

Dear Olof, thank you for your review. We're happy that the product works well for you. To prevent flows from failing due to the expiration, we advise our customers to buy additional documents or switch to the annual subscription, this could help. Also, there is a testing mode in the Processes, if to enable it, you won't spend your credits using the action Start document generation process in Flows. We're thinking of implementing this feature in some actions for Power Automate. Your feedback is very helpful!

Replied July 2022

Meng-Jung

Medical Practice, 1,001-5,000 employees

Used daily for less than 12 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 January 2024

Everything is good, but.....

PROS

The use of Document Generation is very smooth.

CONS

The conversion of some traditional Chinese characters is prone to errors, which may pose difficulties for certain ethnic groups in Taiwan, and there is no option to select Traditional Chinese in the Locale.

Vendor Response

Dear Meng-Jung, Thank you for your kind words. Regarding the issue with traditional Chinese characters, could you please contact us at support@plumsail.com and share some examples of source and result documents with incorrect characters? We will look into it. Thank you!

Replied January 2024

Michael

Government Administration, 51-200 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

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2024

Great Software

PROS

Plumsail was so easy to setup and maintain. This small investment really packs a huge punch.

CONS

I have nothing negative to say about Plumsail Documents.

Michael

Government Administration, 1,001-5,000 employees

Used less than 6 months

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

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2021

Automating PDF Document Protection/Encryption

We have certificates and other legal documents that have signatures of high-ranking officials on them. Being able to lock PDFs to help prevent forgery using our documents as the source of signature images is great. I do feel that the cost for automation of just one tiny part of our Flow should not cost more than a couple pennies, so when I get pressured to find lower cost alternatives, I am sure I'll find at least one, and perhaps a pricing structure that matches our needs. Regardless, our department is becoming aware of the benefits of Power Automate and we'll definitely be using services like this at a growth rate of about 200% growth per year so services like yours will definitely see more and more uses from us.

PROS

The software integrates with Microsoft Flow (Power Automate). It offers the ability to provide Adobe Acrobat PDF document protection/encryption as a part of our Flow.

CONS

The per-use, per-month payment structure and no "Test Uses" for new deployments after the Trial period. Getting a Flow just right can be cumbersome and hampered by fear of using too many Plumsail uses. Ideal testing could be done if "Test Uses" were a feature. As it stands, our testing is now limited. For our uses, it's also incredibly difficult to predict our monthly uses. We may have one event, we may have half a dozen. The procurement system we're required to abide by as a local government entity is also extremely strict and the "buy extra if you run out in a month" does not work for us. We are 100% required to go through a procurement process that does not make buying extra uses on demand easy.

Reason for choosing Plumsail Documents

Plumsail was just the first one I used. Muhimidi did not seem to do what Plumsail was able to do in key areas that we needed (that may have changed by now). Because Plumsail allowed me to extend my trial multiple times, I was finally able to show various bureaus in our department how useful it is. The biggest drive for use of Plumsail has probably stemmed from our deparment's response to COVID-19.

Reasons for switching to Plumsail Documents

Power Automate's seamless integration with services such as this one to enable lengthy processes to be completed automatically, and often-times much faster than usual.

Vendor Response

Dear Michael, many thanks for your review. Having taken into account your feedback, we've implemented a new logic of custom pricing. It handles such cases when it's hard to predict monthly usage. Please, contact us at sales@plumsail.com to get assisted.

Replied June 2021

Carlos

Architecture & Planning, 2-10 employees

Used daily for less than 2 years

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

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed September 2023

So far So good

I was working good for over a year but last week my subscription disappeared and I had a disruption in my document generation (unable to send quotes to clients) when we troubleshoot our system the problem was plumsail. Turns out the subscription disappear I had to register and buy again!! luckily our documents where still there.

PROS

The ability to use our own templates to create branded documents.

CONS

There are some advance document types that are imposible to handle here: we have many indesign templates that we need to convert to power point and it limits image handling, conditional extra pages and so on.

Reason for choosing Plumsail Documents

The easy of integration with other services.

Vendor Response

Carlos, thank you for your review! We're happy to know the product is working well for you. As for the issue with the license, we've already figured out with you the issue was related to your changes to the account credentials; it was fixed to prevent any similar situations in the future. Once again, thank you for your feedback. Please, feel free to contact us at support@plumsail.com at any point.

Replied September 2023

Allan

Government Administration, 2-10 employees

Used daily for more 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 February 2021

Kills the competition

after a long search of competing products from docusign, adobe sign and others Im always blown away how much this suite offers.

PROS

Simple, simple licensing, delivers more than it promises, delivers WAY more than products double the price

CONS

I have no complaints about this software. If anything add the ability to have multiple users on one account

Reason for choosing Plumsail Documents

In Power Automate, build a word document, insert tags, send the document to sign now, hello sign or others for signing...nothing simpler, nothing cheaper, nothing as comprehensive

Reasons for switching to Plumsail Documents

Price, functionality, ease of use

GUILHERME

Logistics and Supply Chain, 10,000+ employees

Used daily for less than 12 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 February 2021

Easy to use, easy to set with microsoft flow, automated file conversion.

Application is great, stable and simple to use. Even when I needed support, the support team replied within the next day, and they helped me through the troubleshooting, and problem solving.

PROS

The simplicity, it is as straight as it possibly could. I do not have software education background and even then I managed to set it inside an automated flow for file conversion.

CONS

The error messages are a little bit hard to understand and with the diagnosys, it takes some time to get used to it.

Reason for choosing Plumsail Documents

I needed a file conversion system to work within a microsoft power automate flow, Plumsail was on the top of the list from the search bar, tried for free, fixed my problem flawlessly.

Derek

Construction, 1,001-5,000 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

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2024

Plumsail Documents with Power Automate

PROS

Plumsail Documents allows PDF generation with Microsoft Power Automate.

CONS

Its use with Power Automate is difficult to configure, but their customer support was superb and they helped us get everything set up.

Reason for choosing Plumsail Documents

Its usable with Microsoft Power Automate.

Brian

Renewables & Environment, 1,001-5,000 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

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2022

Initial Post Trial Review

Plumsail is very easy to use, the website is easy to navigate and provides reports that allow for usage monitoring and trends. I currently use the Power Automate pdf connectors and have found they are easy to employ and are reliable. These pdf features allow my applications to automate documentation tasks so the end user spends less time clicking buttons and editing documents.

PROS

This product is out-of-the-box easy to use, and easy to implement in Power Automate flows. The technical support was responsive to my inquiries.

CONS

It is a somewhat expensive. For a developer who needs to run multiple tests or experiment with an application design, the document limit can be high, and thus require an expensive plan.

Reason for choosing Plumsail Documents

Adobe pdf services is far less expensive and appears to be targeted at software dev teams. However, a Premium Power Automate license was still required to use the adobe pdf connectors, so it was not an option.

Rick

Staffing and Recruiting, 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

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed May 2021

Fantastic document automation

Our company supports foreigners in finding work and applying for working visas in Japan. Due to the bureaucracy-heavy framework in Japan, there are a number of documents that have to be generated, completed and signed before we can lodge visa applications. We were doing this manually until recently, where an explosive increase in candidates meant we could not keep up with the admin work. Plumsail helps to automate this process as much as possible, allowing documentation to be generated from within our recruitment records and sent to the appropriate person, limiting the amount of manual labor required.

PROS

Being able to tie Plumsail to Airtable via Zapier is absolutely fantastic in generating the many documents required to arrange visa applications for foreigner laborers coming to Japan.

CONS

There is nothing in particular that we don't like, simply because most items are highly customisable thus allowing us to tweak things as required to suit our needs.

Brandon

Plastics, 5,001-10,000 employees

Used weekly for less than 6 months

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

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2022

Fills a hole in MS Forms

Overall experience has been a learning one and I'm glad I fought through it. Plumsail fills a need and fills a hole that MS Forms should already have in place (IMHO). I hope this stays in place and I hope to learn more in the future for more automation and simplification to our processes. If I was to have a criticism it would be cost. I understand how much this can do for us, but for a simple single instance to run when needed on form responses, it's a bit much IMHO.

PROS

The ability to auto-fill in prebuilt XL forms and reports with answers to online MS Forms questions, then to work with Power Automate to store them online, and convert them to PDF, and finally to email them to all necessary parties - was great....

CONS

The learning curve was a bit more than I was wanting to deal with. There are videos and such, but a lot of it assumes you know Power Automate already - I was learning both at once... Ultimately got it with trial & error (I think() and it suites our needs great!

Reason for choosing Plumsail Documents

We are moving (as a company) strictly to Office 365 and away from Google Docs. Plumsail was the first and seemed to have the highest user ratings while fitting the bill of what we needed it to do.

Pier-Luc

Telecommunications, 201-500 employees

Used less than 6 months

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

OVERALL RATING:

3

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

2

Reviewed April 2021

Great product for a honest price

I am using Plumsail to ouput fillable PDF documents with data coming from a third party application. It was easy to implement in our already existing Microsoft Flow solution.

PROS

I was easy to implement the 'Fill in PDF Form' connector in Microsoft Flow. Plumsail also offered us a custom pricing plan according to our needs which makes us save some money.

CONS

I would like to be able to flatten the PDF documents in order to bypass the following issue: I am using the Microsoft Flow connector 'Fill in PDF Form' to fill PDF documents by the produced output cause an issue when opening with Adobe Acrobat Reader. As Adobe recognize the document as fillable PDF, it automatically wants to save the file when exiting which is inconvenient for users.

Reasons for switching to Plumsail Documents

Plumsail offered me a custom pricing plan according to our needs

Vendor Response

Dear Pier-Luc, thank you for the review :) We're sorry to hear that you experienced inconvenience using the 'Fill in PDF form' action. We've taken a closer look at what could cause such behavior. It turned out it was a recent issue, we've fixed that. Please, check it out. Now, the output of the action is always a flattened PDF. If you have any questions, contact us at support@plumsail.com - we'll be more than happy to help you!

Replied May 2021

Linnea

Non-Profit Organization Management, 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

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2022

Very easy to use for automating word merge process

PROS

It was very easy to add to a Power Automate workflow, simply apply the API Key then you are able to start word merging. The instructions are very clear and helpful.

CONS

For generating document in a batch, I would like the product to be able to have all the generated pages in one file rather than each document in one file. Did not find a proper way to do it though.

Reason for choosing Plumsail Documents

It is more cost effective.

Vendor Response

Hi, thank you for your review! Try to use Merge DOCX or Merge PDF actions if you want to merge multiple result documents into one. Documentation links: https://plumsail.com/docs/documents/v1.x/flow/actions/document-processing.html#merge-pdf https://plumsail.com/docs/documents/v1.x/flow/actions/document-processing.html#merge-docx

Replied February 2022

Eric

Real Estate, 51-200 employees

Used daily for less than 12 months

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

FUNCTIONALITY

5

Reviewed January 2021

So easy to integrate Plumsail with MS Flow processing documents

PROS

It's very simple to deploy. We are using it to fill excel forms integrated with SP online and MS Flow.

CONS

Till now, I don't experience any problem with this software. So, it's hard for me to tell anything which I dislike.

Olof

Education Management, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed June 2021

Plumsail Documents Review

Good

PROS

The easy in setting up file conversion and generating documents from templates

CONS

Didn't miss a feature about product. No further comment

Reason for choosing Plumsail Documents

Optional

Patrick

Telecommunications, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

3

FUNCTIONALITY

5

Reviewed July 2021

Great product

currently in the testing phase but it is a very good set of connectors that I will no doubt be using more of in my future developing office solutions. However not sure how high this monthly cost will truly go in production.

PROS

I purely purchased this product to merge PDF documents so I would have to say this feature.

CONS

The price point i was paying to merge PDF in my flow is significant

Reason for choosing Plumsail Documents

seemed like the most likely company to stay afloat and supporting your products moving into the future.

Blake

Health, Wellness and Fitness, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

2

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed June 2021

Great Functionality

This has been a great solution for us to streamline our company's training portal.

PROS

I like how easy it is to create templates and connect them with other services like Microsoft Forms.

CONS

I think they could consider adding another price tier for people who use less than 100 documents a month.

Vendor Response

Dear Blake, many thanks for your review. Following up on your suggestion, we've recently added custom pricing that starts from 50 documents/month. Please, contact us at sales@plumsail.com to get your personal pricing.

Replied June 2021

Shivendra

Information Technology and Services, 10,000+ employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed June 2022

Great tool for Document management for business process automation

It was great experience using this tool and made our business automation process more seamless

PROS

I am using this tool for converting excel files with invoice data convert to nice PDF reports, which works very well

CONS

So far I have not found any such major challenge or issue but I found pricing plan should be revised

Showing 1 - 25 of 37 Reviews