DocumentsSep 14
Generate multiple documents from one data source with Document sets
Use new Document sets in Plumsail Documents to generate Word, Excel, PowerPoint, PDF, and HTML files from the same data in a single Process.
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DocumentsSharePoint
Power AutomateSep 08How to export multiple SharePoint list items to one Word document
Learn how to export multiple SharePoint list items to one Word or PDF document with Power Automate, including repeating table rows and images.
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Customer story
FormsMicrosoft 365SharePointSep 01Manage construction logistics in SharePoint with Plumsail Forms
Discover how Profibaustoffe CZ manages construction logistics in SharePoint Online — orders, silos, transport, and invoicing connected with Plumsail Forms.
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DocumentsFormsMicrosoft 365SharePointPower AutomateLast updated: Sep 04Document generation in SharePoint: content assembly, Copilot, templates, and Plumsail
I tested four ways to generate documents in SharePoint and compared their setup, features, limitations, pricing, and best use cases.
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DocumentsAirtableAug 26Bulk PDF generation in Airtable
Generate PDF documents from multiple Airtable records in bulk. Create one PDF per record from a filtered view or selected records using Plumsail Documents.
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DocumentsAirtableAug 06Airtable form to custom PDF
Generate custom PDF documents from Airtable form submissions automatically. Connect Airtable Forms with Plumsail Documents to create branded proposals, quotes, and other business documents.
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FormsAirtableLast updated: Aug 31How to let external users edit Airtable without direct access
Need clients or partners to update Airtable records without paying for extra seats? Explore practical workarounds, portal tools, and advanced forms to collaborate with external users.
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DocumentsSharePointPower AutomateAug 03How to generate invoices with EPC QR Codes (Girocode) and Swiss QR Bills
Learn how to generate PDF invoices with EPC QR Codes (Girocode) and Swiss QR Bills automatically from Word templates using data from SharePoint, CRM, ERP, and other business systems.
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Org ChartSharePointJul 25Replace manual Visio org charts with a live SharePoint Org Chart
Learn how to replace manual Microsoft Visio org charts with a live SharePoint Org Chart that syncs automatically with Entra ID, SharePoint, or Excel.
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DocumentsSharePointPower AutomateJul 22How to use SharePoint images in Power Automate
Learn to retrieve SharePoint images and use them with Plumsail Documents to generate branded Word and PDF reports automatically.
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Customer storyFormsSharePointPower AutomateJul 14Risk management in SharePoint: CWP Global's centralized system
Learn how CWP Global replaced scattered spreadsheets with a centralized SharePoint risk management system using Plumsail Forms, Power Automate, and automated scoring and escalation.
