Learn how Oil-Royalties used Plumsail Documents with Jotform, Make, and Dropbox Sign to automate agreement generation and deliver pre-filled e-sign agreements.
See 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.
See 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.
See how LT Corporation replaced legacy reporting approaches with Microsoft 365 automation for printable reports, shipping documents, and operational checklists.
Learn how Northern GeoSeptic reduced manual data entry by using Airtable, Make, and Plumsail for proposals and site reports.
Learn how to create a personalized quote from a public form submission using Make.
Learn how AEG Power Solutions automates their workflow with Plumsail Documents and Dynamics 365.
Generate one PDF from a single row or multiple PDFs from a list of rows in Google Sheets using Make.
Learn how to extract text from PDF files and automate your workflows in Make using Plumsail Documents
See how WinOn365 automated a Swiss clinic's workflows using Microsoft Power Platform and Plumsail Documents, eliminating manual Excel processes.
Learn how to generate an Excel file from an Airtable record using a Plumsail Documents extension button inside your table.
