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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
Documentation › Table of contents

Plumsail Documents¶

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

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

Navigation

  • index
  • next |
  • Plumsail Documents Documentation »