Documents
FormsSharePoint
Power AutomateBuild a SharePoint timesheet system with weekly hour entry, project totals, e-signatures, approvals, and automatic PDF generation. Full setup with code.
DocumentsUse new Document sets in Plumsail Documents to generate Word, Excel, PowerPoint, PDF, and HTML files from the same data in a single Process.
DocumentsSharePointPower AutomateLearn how to export multiple SharePoint list items to one Word or PDF document with Power Automate, including repeating table rows and images.
DocumentsFormsMicrosoft 365SharePointPower AutomateI tested four ways to generate documents in SharePoint and compared their setup, features, limitations, pricing, and best use cases.
DocumentsAirtableGenerate PDF documents from multiple Airtable records in bulk. Create one PDF per record from a filtered view or selected records using Plumsail Documents.
DocumentsAirtableGenerate custom PDF documents from Airtable form submissions automatically. Connect Airtable Forms with Plumsail Documents to create branded proposals, quotes, and other business documents.
DocumentsSharePointPower AutomateLearn 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.
DocumentsSharePointPower AutomateLearn to retrieve SharePoint images and use them with Plumsail Documents to generate branded Word and PDF reports automatically.
DocumentsFormsSharePointBuild a supplier onboarding form that saves straight to SharePoint — no vendor login, attachments support, conditional field visibility, e-signatures, and automatic contract generation.
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.
