Documents Blog

DocumentsAirtable
Aug 06
Airtable 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.
Aleksandra Borisova
Customer Support Engineer
DocumentsSharePointPower Automate
Aug 03
How 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.
Aleksandra Borisova
Customer Support Engineer
DocumentsSharePointPower Automate
Jul 22
How 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.
Milagros Bunda
Customer Support Engineer
DocumentsFormsSharePoint
Jul 06
Supplier onboarding form for SharePoint: no login required
Build a supplier onboarding form that saves straight to SharePoint — no vendor login, attachments support, conditional field visibility, e-signatures, and automatic contract generation.
Nikita Kurguzov
Customer Support Engineer
Customer storyDocumentsMake
May 21
How Oil-Royalties automated agreement generation and e-sign workflows
Learn how Oil-Royalties used Plumsail Documents with Jotform, Make, and Dropbox Sign to automate agreement generation and deliver pre-filled e-sign agreements.
Ronald Achs
Founder and Chief Executive of PRODUITS DE L’EQUIPE LLC
Customer storyDocumentsFormsSharePointPower Automate
May 18
How to automate multi-step approval process in SharePoint with PDF timesheet result
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.
Farook Golam
IT Director at FileBank Inc.
Customer storyDocumentsAirtable
Apr 28
Airtable records to multi-page documents with images: Elizabeth Bagwell Studios case
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.
Elizabeth Bagwell
Owner of Elizabeth Bagwell Studios LLC
Customer storyDocumentsMicrosoft 365
Mar 31
Printable document automation in Microsoft 365 at LT Corporation
See how LT Corporation replaced legacy reporting approaches with Microsoft 365 automation for printable reports, shipping documents, and operational checklists.
Jeff Phillips
Senior Director of IT at LT Corporation
Customer storyDocumentsFormsAirtable
Mar 10
Airtable forms and document generation for proposals and site reports at Northern GeoSeptic
Learn how Northern GeoSeptic reduced manual data entry by using Airtable, Make, and Plumsail for proposals and site reports.
Todd Heiman
Owner at Northern GeoSeptic
DocumentsFormsMake
Mar 10
How to manage quoting process with monday.com and Make
Learn how to create a personalized quote from a public form submission using Make.
Daniel Zrůst
Value Engineer at Make
Customer storyDocumentsDynamics 365
Dec 26, 2025
Multilingual field reporting from raw Dynamics data at AEG Power Solutions
Learn how AEG Power Solutions automates their workflow with Plumsail Documents and Dynamics 365.
Jérôme Huet
Digital Project Leader at AEG Power Solutions