Documents
FormsMicrosoft 365SharePoint
Power 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.
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.
