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Getting started

  • Create documents from template
  • Use Zapier
  • Use Power Automate
  • Use Power Apps
  • Use as REST API

User guide

  • Processes
  • API Keys
  • Reports
  • Subscriptions
  • Account settings
  • Invite team members to account
  • Power Automate actions reference
  • REST API reference

Templates syntax

  • Word DOCX templates
  • Excel XLSX templates
  • PowerPoint PPTX templates
  • Fillable PDF
  • HTML templates
  • Value formatters in DOCX, XLSX and PPTX templates
  • Value properties in DOCX, XLSX and PPTX templates
  • Operations in DOCX, XLSX and PPTX templates
  • Aliases in DOCX, XLSX, and PPTX templates

PDF processing and more

  • Convert DOCX, XLSX, PPTX, HTML to PDF
  • Convert DOC, XLS, PPT to DOCX, XLSX, PPTX
  • Extract data from fillable PDF forms
  • Protect PDF files
  • Add watermarks
  • Split PDF
  • Merge PDF
  • Compress PDF
  • Read CSV files
  • Convert CSV files to Excel
  • Extract data using regular expressions
  • Fill merge fields in DOCX document

General

  • Licensing details
  • Architecture
  • Data protection and security
  • Service level agreement

2000+ integrations

  • All
  • eSignature
  • Forms & Surveys
  • Sales & CRM
  • Commerce
  • Communication
  • Content & Files
  • Human Resources
  • Marketing automation
  • Analytics & Reporting
  • IT & Engineering
  • Productivity
  • Customer support
  • Your custom service

Power Automate examples¶

Here you can find step-by-step examples of connecting Plumsail document generation solution with third-party services using the Microsoft Power Automate platform (previously Microsoft Flow). If you’d like to process PDF (convert, split or merge, etc) check PDF processing and more.

  • Track DocuSign Envelope status, save and update documents in SharePoint
  • Create document from template and sign it using Adobe Sign
  • Create documents from template in and sign them using SignNow
  • Create Word and PDF documents from Cognito Forms
  • Create Excel and PDF documents from Cognito Forms
  • Create Word and PDF documents from JotForm
  • Create Excel and PDF documents from JotForm
  • Create Word and PDF documents from Microsoft Forms
  • Create Excel and PDF documents from Microsoft Forms
  • Create Word and PDF documents from Typeform
  • Create Excel and PDF documents from Typeform
  • Batch generate PDF tickets from HTML template based on CSV records
  • Populate fillable PDF based on data from SharePoint list
  • Create documents from Microsoft Dynamics 365 CRM

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