Release notes

September 09, 2025

Fixes and improvements:

Improved image support in the “Fill in PDF Form” action.
Improved picture formatter in Excel templates.
Other bug fixes and improvements.

August 25, 2025

Fixes and improvements:

Fixed an issue with strikethrough text in the markdown operation (Modern engine).
Improved the join function (Modern engine).
Added support for empty and mixed values in the hide-if operation (Modern engine).
Other bug fixes and improvements.

August 14, 2025

Fixes and improvements:

Added support for additional encodings in the “Convert CSV to Excel” action.
Other bug fixes and improvements.

August 11, 2025

Fixes and improvements:

Improved handling of Airtable linked record columns with reserved names.
Improved HTML to PDF conversion.
Added support for heading styles in the htmlExcel formatter.
Other bug fixes and improvements.

August 04, 2025

New features:

New value functions: titleCase and sort (Modern engine).

Fixes and improvements:

Support for decimal and string values in the sum function (Modern engine).
Improved date format and timezone support (Modern engine).
Other bug fixes and improvements.

July 21, 2025

Fixes and improvements:

Fixed password reset when 2FA is enabled.
Improved error descriptions for the “Protect PDF” action.
Other bug fixes and improvements.

July 16, 2025

New features:

New markdown object operation (Modern engine).
New value functions: Contains, StartWith, and EndWith (Modern engine).

Fixes and improvements:

Support for spaces and other characters in token names (Modern engine).
Added retry logic for image upload failures in picture formatter.
Improved merging of DOCX styles.
Other bug fixes and improvements.

November 18, 2024

New features:

New “Extract from archive” action for Power Automate.

Fixes and improvements:

Fixed token expiration for sandbox DocuSign accounts in process delivery.
Added password verification before changing email and MFA.
Improved merging of DOCX styles.
Other bug fixes and improvements.

November 11, 2024

Fixes and improvements:

Improved DOCX merging.
Improved reports UI.
Data in the “Start process” actions are mandatory.
Other bug fixes and improvements.

October 30, 2024

New features:

New “Merge XLSX” action for Power Automate.

Fixes and improvements:

Fixed incorrect calculation of range dates in account reports.
Other bug fixes and improvements.

October 21, 2024

New features:

The set of Power Automate actions is migrated to Zapier.
New “Create archive” action for Make.
New htmlExcel formatter.
Power Automate actions “Convert HTML to Word”, “Convert JSON to Excel”, “Convert JSON to CSV” are migrated to Make.

Fixes and improvements:

Zapier token detection is refactored.
Other bug fixes and improvements.

October 7, 2024

Fixes and improvements:

Fixed process editing.
Fixed a bug when the “Fill in PDF Form” action misplaces image fields when flattened.
Fixed a bug when curly quotes are not handled by the if formatter.
Fixed a bug when SharePoint delivery does not work if the filename contains #.
Other bug fixes and improvements.

September 30, 2024

New features:

New action “Convert HTML to Word” for Power Automate.
New action “Convert JSON to Excel” for Power Automate.
New action “Convert JSON to CSV” for Power Automate.

Fixes and improvements:

Added a “Long date” type to mappings in the CSV to Excel conversion.
Fixed merging DOCX files if the documents contain a ContentPart tag.
Improved the stability of SharePoint delivery.
Fixed a bug when Box delivery saves the result PDF file without an extension.
Other bug fixes and improvements.

September 16, 2024

New features:

New region for hosting Plumsail accounts: Australia.

Fixes and improvements:

Regular expression actions do not consume credits now.
Fixed a bug when Dropbox delivery does not show a team root folder.
Improved html formatter.
Improved audit logging.
Other bug fixes and improvements.

August 28, 2024

New features:

The set of Power Automate actions is migrated to Make.

Fixes and improvements:

Fixed a bug when processes named with Cyrillic characters are not deleted.
Fixed a bug when sorting does not work with aliases.
Other bug fixes and improvements.

August 19, 2024

New features:

New slice formatter.

Fixes and improvements:

Document font is inherited by an html formatter.
Added support of different quotes to the map formatter
Improved DOCX conversion.
Fixed a bug when aliases do not work in PPTX templates.
Fixed a bug when text and image watermarks behave differently when the page is rotated.
Other bug fixes and improvements.

August 12, 2024

Fixes and improvements:

Updated file uploading in Slack delivery.
Other bug fixes and improvements.

August 5, 2024

Fixes and improvements:

Improved “Split PDF” and “PDF to image” actions for Power Automate.
Improved account UI performance.
Other bug fixes and improvements.

July 30, 2024

New features:

Recycle bin for processes.

Fixes and improvements:

Fixed a bug in the processes provision through public API.
Corrected an uninformative error message when changing email.
Other bug fixes and improvements.

July 15, 2024

Fixes and improvements:

Improved join formatter.
Improved html and markdown formatters.
Improved “Compress PDF” action.
Fixed a bug when a Zoho Sign signature is optional and not mandatory in the result document.
Fixed occasional errors in the “Process finished” trigger.
Fixed a bug when changes are unsaved in Outlook delivery.
Other bug fixes and improvements.

June 18, 2024

Fixes and improvements:

Fixed a bug in the HTML-to-PDF conversion.
Improved Airtable integration.
Improved OneDrive delivery.
Other bug fixes and improvements.

June 10, 2024

Fixes and improvements:

Forced good and strong passwords.
Improved if formatter.
Other bug fixes and improvements.

May 27, 2024

New features:

New action for image-to-PDF conversion.

Fixes and improvements:

Fixed token generation based on a template.
Fixed a failure of the “Process finished” trigger for Power Automate.
Other bug fixes and improvements.

May 13, 2024

Fixes and improvements:

CSV-to-XLSX converting removes leading 0 in text fields.
Correct processing IRM-secured files in the PDF conversion.
Fixed a bug when a new-line character is not always respected.
Other bug fixes and improvements.

May 5, 2024

Fixes and improvements:

Improved the stability of a metrics service.
Fixed sorting processes.
When cloning processes, deliveries are copied now too.
Optimized image download in formatters.
Other bug fixes and improvements.

April 22, 2024

Fixes and improvements:

Improved url formatter.
Optimized document generation speed.
Fixed reuploading files for Box delivery.
Other bug fixes and improvements.

April 9, 2024

New features:

Ability to use Slack Delivery in private channels.

Fixes and improvements:

Improved if formatter.
Other bug fixes and improvements.

April 3, 2024

New features:

Advanced option for mapping fields and field types when converting CSV to XLSX.

Fixes and improvements:

Tokens search supports keyboard navigation and is symmetrical.
Improved logic of creating delivery recipients.
Improved parsing CSV.
Added handling errors in PDF processing actions.
Improved tokens display.
Improved the stability of the HTML-to-PDF conversion.
Other bug fixes and improvements.

March 18, 2024

New features:

Added search to tokens drop-down.

Fixes and improvements:

Improved output in the “Process finished” trigger for Power Automate.
Processing bad data in CSV as is.
Sped up template processing.
Other bug fixes and improvements.

March 11, 2024

New features:

Options fit and stretch for the picture formatter.
Improved logic of parsing CSV.
Improved Adobe Sign delivery.
Other bug fixes and improvements.

February 20, 2024

New features:

New if formatter.

Fixes and improvements:

Fixed processing empty headers for the CSV-to-XLSX conversion.
Other bug fixes and improvements.

February 13, 2024

New features:

Made a default team name editable.

Fixes and improvements:

Fixed a bug in testing process templates.
Improved parsing of duplicate CSV headers.
Improved password weakness detection on sign-up.
Other bug fixes and improvements.

January 17, 2024

New features:

New free type of API keys: testing.

Fixes and improvements:

Memory optimization.
Improved security of the HTML-to-PDF conversion.
Other bug fixes and improvements.

December 19, 2023

New features:

Support of inserting images into PDF from Sketch ink fields.
Support of a HEIC format for the pictureCompress formatter.

Fixes and improvements:

Improved performance of the PDF-to-image conversion.
Fixed an HTTPS redirect for API v2.
Other bug fixes and improvements.

December 11, 2023

New features:

New optional argument toLower for the titleCase formatter.

Minor fixes and improvements.

December 4, 2023

New features:

New titleCase formatter.

Fixes and improvements:

Added links to documentation to all deliveries.
Set a maximum length limit of the account password.
Other bug fixes and improvements.

November 21, 2023

New features:

Added a locale to CSV-to-XLSX conversion and CSV parsing.
Added a Limit parameter to the “Parse CSV” action.

Fixes and improvements:

Added email validation for Outlook delivery.
Added support of Connecting in Airtable extension for a Desktop Airtable app.
Other bug fixes and improvements.

New features:

Implemented markdown formatter.

Fixes and improvements:

Improved Amazon SES delivery.
Other bug fixes and improvements.

November 7, 2023

New features:

Amazon SES delivery.

Fixes and improvements:

Merge DOCX API method is migrated to version 2.
Monitoring improvements.
To add text properties for the flow watermark action.
Fixed a bug in inserting SVG into DOCX.
Improved a map formatter.
Other bug fixes and improvements.

October 23, 2023

Minor fixes and improvements.

New features:

Implemented Update and Delete process methods for REST API.
Added ability to select font, font-weight, font-size for text watermark action in Power Automate and REST API.

Fixes and improvements:

Fixed an error in downloading files from processes.
Improved SMTP delivery.
Improved Outlook delivery.
Other bug fixes and improvements.

October 3, 2023

New features:

Zoho Mail Delivery.
SMTP Mail Delivery.

Fixes and improvements:

Fixed an error in filling PDF forms.
Fixed an issue with unsaved drop-down selections in DocuSign delivery.
Other bug fixes and improvements.

September 26, 2023

Fixes and improvements:

Fixed issues with table of contents.
Fixed a bug in Zoho Sign delivery.
Fixed a bug in sum formatter causing errors with nesting properties.
Improved a layout of auto-generated forms.
Other bug fixes and improvements.

September 18, 2023

Changed time zone sorting.
Fixed broken routing after account registration.
Fixes in Airtable extension.
Other bug fixes and improvements.

September 8, 2023

Fixes and improvements:

Smart field naming in auto-generated forms.
Fixed an error when processing Zoho Sign fields.
Other bug fixes and improvements.

September 4, 2023

Fixes and improvements:

Fixed incorrect JSON transmission when starting processes.
Fixed sorting in audit logs.
Other bug fixes and improvements.

August 22, 2023

Fixes and improvements:

Fixed watermarks in PDF.
Other bug fixes and improvements.

August 15, 2023

New features:

Support of HEIC images.

Fixes and improvements:

Improved JSON validation.
Improved logging.
Other bug fixes and improvements.

August 7, 2023

New features:

Audit logs in account settings.

Fixes and improvements:

Saving image metadata after manipulations.
Process name validation.
Other bug fixes and improvements.

July 31, 2023

Fixes and improvements:

Added a Make tab in the start-process UI.
Starting processes from autogenerated forms.
Other bug fixes and improvements.

July 17, 2023

New features:

Implemented replace formatter.
Time zone settings for processes.

Fixes and improvements:

Simplified start-process UI.
Other bug fixes and improvements.

June 26, 2023

New features:

Ability to set the output to PDF in REST API.

Fixes and improvements:

Fixed a bug in processing image rotation metadata.
Other bug fixes and improvements.

June 19, 2023

Fixes and improvements:

Fixed displaying data tables and buttons in process forms.
Implemented a new test-process panel.
Other bug fixes and improvements.

June 5, 2023

Fixes and improvements:

Fixed processing corrupted XLSX documents.
Fixed calculations in math formatters.
Other bug fixes and improvements.

May 29, 2023

Fixes and improvements:

Fixed a timeout error in REST API.
Minor speed optimizations.
Account UI improvements.

May 23, 2023

Fixes and improvements:

Fixed font embedding in PDF files.
Merge DOCX respects headers.
Account UI improvements.

May 17, 2023

Fixes and improvements:

Fixed issues with Arabic fonts in PDF forms.

May 10, 2023

Minor fixes and improvements.

May 2, 2023

Fixes and improvements:

Improved process performance in Plumsail account.

April 26, 2023

Fixes and improvements:

Bug: 1965: Fixed attaching an existing license to a new user
Fixed an issue with Arabic language in filling PDF forms.
Fixed a bug in uploading HTML templates to Plumsail process.
Eversign is replaced by Xodo Sign.
Implemented delivery search.
Other bug fixes and improvements.

April 10, 2023

New features:

Support of headers and footers in the HTML-to-PDF conversion.

Fixes and improvements:

Fixed a bug with infinite redirect in Plumsail account.
HelloSign is renamed to Dropbox Sign.

April 3, 2023

New features:

Added a link for downloading a JSON payload in the process run history.

Minor fixes and improvements.

Fixes and improvements:

Improvements of ZohoSign delivery.
Improvements of SignNow delivery.
Fixed Make integration and OAuth flow.
Fixed filling PDF form in Arabic language.
Other bug fixes and improvements.

March 13, 2023

New features:

SignNow delivery.
ZohoSign delivery.

Minor fixes and improvements.

March 6, 2023

New features:

Support of additional fields in DocuSign delivery.
Logging of deliveries usage.

Fixes and improvements:

Improved handling errors of encrypted PDF files in processes.
Improved two-factor authentication.
Other bug fixes and improvements.

February 13, 2023

Fixes and improvements:

Fixed a bug when a notification about document limit was not sent.
Set a max password limit.
Restyled a process edit screen.
Other bug fixes and improvements.

February 6, 2023

New features:

Added a link for downloading a result document in the process run history.

Minor fixes and improvements.

February 1, 2023

Minor fixes and improvements.

January 30, 2023

New features:

A subscription is cancelled automatically if the account is removed.

Fixes and improvements:

Fixed incorrect document naming when testing the process.

January 25, 2023

Minor fixes and improvements.

January 23, 2023

New features:

Two-factor authentication in Plumsail account.

January 16, 2023

Fixes and improvements:

Fixed a bug in parsing HTML margins.

January, 9, 2023

New features:

Support of barcodes in PDF.

Fixes and improvements:

Updated SharePoint delivery.
Other bug fixes and improvements.

September 5, 2022

Fixes and improvements:

Improved the stability of forms in processes.
Fixed a bug in Eversign delivery.
Fixed a bug related to the generation of long documents.
Improved automatic numbering.
Fix a bug in parsing HTML margins.
Other bug fixes and improvements.

August 20, 2022

New features:

Automatic document numbering in processes.
hide-block-if-nothing formatter.

Fixes and improvements:

Improved HTML-to-PDF conversion.
Other bug fixes and improvements.

June 29, 2022

New features:

Populating document metadata.
Document template preview.
Context help in a Plumsail account.

Fixes and improvements:

Support of internal formatters for PDF forms.
Fixed customization of default forms in processes.
Other bug fixes and improvements.

June 6, 2022

New features:

Added a new HTML-to-PDF conversion engine.

Fixes and improvements:

Improved hide-block formatters.
Improved process performance.
Improved filling PDF forms.
Other bug fixes and improvements.

May 17, 2022

New features:

Added an endpoint to API v2 for generation PPTX from template.

Fixes and improvements:

Support of Czech letters in PDF forms.
Improved conversion from HTML to PDF.
Other bug fixes and improvements.

May 4, 2022

New features:

Checkboxes in document.
Automatically generated form in start process action for Power Automate.
OAuth support for Documents connector.

Fixes and improvements:

Fixed displaying tags on the settings tab in processes.
Improve logging and handling errors.
Updated OneDrive and SharePoint deliveries.
Other bug fixes and improvements.

April 5, 2022

Minor fixes and improvements.

March 2, 2022

Fixes and improvements:

Improvements of Teams delivery.
Improvements of Google Drive delivery.
Improved process creation.
Other bug fixes and improvements.

February 14, 2022

New features:

Webhook delivery.
Add ability to choose output type for document generation in Power Automate.

Fixes and improvements:

Refactored account, reports, and processes list.
Fixed a bug with creating a custom connector in Power Automate.
Fixed numeric input controls in automatically generated forms.
Fixed export to CSV.

January 31, 2022

New features:

Added ability to sort for a join formatter.

Fixes and improvements:

Fixed an issue with Unicode characters for PDF-processing actions.
Fixed a bug in SharePoint delivery.
Improved automatically generated forms for starting process.
Improved stability and performance UI.
Other bug fixes and improvements.

January 18, 2022

Fixes and improvements:

OneDrive delivery overrides existing files now.
Improved PDF Form display.
Other bug fixes and improvements.

January 17, 2022

New features:

Teams delivery.
Resizing SVG in the picture formatter.

Fixes and improvements:

Interface improvements in the Plumsail account.
Other bug fixes and improvements.

December 2, 2021

Fixes and improvements:

Fixed account issues with redirecting and changing email.
Fixed a billing issue when using api/v2.
Small performance optimizations.
Fixed a bug with escape \' when processing templates.

November 22, 2021

New features:

Support of SVG in the picture formatter.

Fixes and improvements:

Changed an email provider for email delivery.
Fixed an error in email delivery after deletion of CC recipients.
Fixed bugs in a sum formatter.
Other bug fixes and improvements.

November 16, 2021

New features:

Processing HTML in DOCX templates.

Fixes and improvements:

New version of a Zapier widget.
Improved processing numbers and strings in operations.
Fixed sort operation.
Fixed a bug when API adds an additional header AuthApiResult.

October 27, 2021

New features:

Added masked SecretId to reports.

Fixes and improvements:

Fixed bug with charging credits.
Fixed XLS to XLSX conversion.

October 26, 2021

Fixes and improvements:

Fixed issue with CORS: now it’s possible to call api.plumsail.com from a browser.
Fixed SharePoint delivery issue with multiple deliveries used.

October 25, 2021

Fixes and improvements:

Improved collection of statistics.
Fixed image processing error (orientation).
Improved DOCX to PDF conversion if document contains an external data source.
Fixed error Broken in null.
Other bug fixes and improvements.

October 24, 2021

This release notes page is created.

Licensing details

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