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Documents & Forms
Microsoft 365 & SharePoint Tools
Classic SharePoint Tools

Automate documents creation and delivery

Generate documents, send by e-mail, collect e-signatures, or save to your favorite apps.

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pull data from your app
Pull data from your favorite app or fill web form

Collect data from the web form, CRM, ERP, or 2000+ other apps. You choose where data comes from for your documents.

automatically create document
Automatically create document from template

Automatically apply data to document templates - Word, Excel, PowerPoint, or PDF. Get started from ready to use examples.

deliver documents
Deliver documents or collect e-signatures

Instantly deliver documents to your customers or employees. Collect e-signatures, save to your CRM, cloud storage, or send by email.

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Create any document you need

Create any types of documents and automatically populate data from your systems. Here are just a few examples.

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Create web forms for documents

Send the link to your customers or embed to your site. Form is automatically created based on your template.

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Integrate with the tools you already use

2000+ integrations connect documents to CRM, eSignature and more.

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Secure document generation

We take security very seriously. Data in transit is encrypted with SSL/TLS protocols. Data at rest is encrypted using AES 256 bit standards. It is one of the strongest block ciphers available. Everything from engineering to deployment is performed with our highest standards of security.

Join 1500+ companies automating
documents

  • maersk
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  • tyson
  • sony music
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user

Senior Analyst at In-Haus - Inteligência em Logística

Easy to use, easy to set with microsoft flow, automated file conversion

Application is great, stable and simple to use. Even when I needed support, the support team replied within the next day, and they helped me through the troubleshooting, and problem solving. The simplicity, it is as straight as it possibly could. I do not have software education background and even then I managed to set it inside an automated flow for file conversion.

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Digital Workplace Manager (interim) at Oxfam

company

Great value for key workflow

We're using the Plumsail Document Connector to extract values from a PDF form that then feeds into a database used to create visualization on PowerBI, renames and moves files on Box, and informs people of new entries using adaptive cards on Teams. Very reliable and saves us a lot of time and effort.

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SharePoint | Microsoft 365 | ADP | Zynyo bij Gemeente Hollands Kroon

Great product, Great service

We have the Plumsail Documents connector and use it to make Docx from Sharepoint metadata and to make metadata from e-mail messages. Great product, great service!

user

IT Support Specialist at Qualitrol

Works exactly as intended

We are using the CSV parser in power automate to pull a csv file exported from our ERP system into a Sharepoint list so that we can use the data. Reliable and easy to setup, I really receomend this :)

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Software Developer at Blackadders LLP

Easy to use

Wow – this is impressive, and very simple to use. Just put together a quick flow to email myself a word doc based on the answers submitted in a Microsoft Form. Took about 10 minutes and worked perfectly! I’m just trialling this and playing around, and I really don’t know if our organisation will take it up, but you have a great product!

Try Plumsail Documents
for free now

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