FormsSharePoint
Power AutomateLearn how CWP Global replaced scattered spreadsheets with a centralized SharePoint risk management system using Plumsail Forms, Power Automate, and automated scoring and escalation.
DocumentsMakeLearn how Oil-Royalties used Plumsail Documents with Jotform, Make, and Dropbox Sign to automate agreement generation and deliver pre-filled e-sign agreements.
DocumentsFormsSharePointPower AutomateSee how FileBank Inc. built a four-stage timesheet approval workflow in SharePoint Online — with auto-calculated hours, signature capture, and final PDF generation — with Plumsail and Power Automate.
DocumentsAirtableSee how Elizabeth Bagwell Studios used Airtable and Plumsail Documents to generate multi-page reports from Airtable data and create image-rich appraisal documents for fine art and decorative arts work.
DocumentsMicrosoft 365See how LT Corporation replaced legacy reporting approaches with Microsoft 365 automation for printable reports, shipping documents, and operational checklists.
DocumentsFormsAirtableLearn how Northern GeoSeptic reduced manual data entry by using Airtable, Make, and Plumsail for proposals and site reports.
HelpDeskMicrosoft 365SharePointLearn how Zendesk and other options, including Zoho Desk and Microsoft 365, were evaluated before choosing Plumsail HelpDesk for SharePoint.
HelpDeskMicrosoft 365SharePointPower AutomateSee how DOWC replaced fragmented email support with a centralized HelpDesk, managing dealer requests and workflows within Microsoft 365.
HelpDeskMicrosoft 365SharePointHow InterMaritime Shipmanagement built a simple, SharePoint-native IT helpdesk on Microsoft 365.
FormsSharePointSee how Plumsail Forms provided SharePoint-integrated internal and external forms that improved the Purchase Order system.
DocumentsDynamics 365Learn how AEG Power Solutions automates their workflow with Plumsail Documents and Dynamics 365.
