• Table of contents

Getting started

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

User guide

• Processes
  • Create a new process
  • Prepare and test a template
  • Configure output file format and other settings
  • Deliver generated documents
  • Start process
  • Runs history
  • Processes examples
  • Adjust auto-generated form
  • Customize forms using Plumsail Forms
  • Online editor
  • List of available deliveries
    • Adobe Sign delivery
    • Box delivery
    • DocuSign delivery
    • Dropbox delivery
    • eversign delivery
    • Gmail delivery
    • Google Drive delivery
    • HelloSign delivery
    • OneDrive delivery
    • Outlook delivery
    • Email delivery
    • SharePoint delivery
    • signNow delivery
    • Slack delivery
    • Microsoft Teams delivery
    • Webhook delivery
• 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