How it works?
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 from template
Automatically apply data to document templates - Word, Excel, PowerPoint, or PDF. Get started from ready to use examples.
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.
There's a template for that
Use ready document templates and adjust them to your needs.
Create web forms for documents
Send the link to your customers or embed to your site. Form is automatically created based on your template.
Integrate with the tools you already use
2000+ integrations connect documents to CRM, eSignature and more.
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
Converting HTML to PDF is no longer an issue
We use Plumsail to convert HTML documents to PDF. What we most appreciate is ability to use javascript for formatting header (adding logo) and footer - page counter and document classification label. Works fast and reliable. Was reading the specification and was assured that it's also processed securely. Something everyone would appreciate these times.
Plumsail is very easy to use
Plumsail is very easy to use, the website is easy to navigate and provides reports that allow for usage monitoring and trends. I currently use the Power Automate pdf connectors and have found they are easy to employ and are reliable. These pdf features allow my applications to automate documentation tasks so the end user spends less time clicking buttons and editing documents.
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 recommend this :)
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.
Fantastic document automation
Being able to tie Plumsail to Airtable via Zapier is absolutely fantastic in generating the many documents required to arrange visa applications for foreigner laborers coming to Japan.
Trusted long-term solution
Committed to both Plumsail Documents and Plumsail Forms, we have used these tools for quite some time now, and they are without doubt a permanent part of our technology stack.
Flexibility for complex scenarios
The solution scales with our reporting needs, supports complex field structures and multilingual scenarios, and removes the need for manual formatting and template duplication.
Perfect fit for Power Platform
Plumsail's integration with the Power Platform proved particularly valuable, delivering substantial operational benefits with minimal implementation time.
Accelerated generation of quotes and other standardized documents
Creation of a quote took around 20 minutes before any automation, now creating a quote takes around 5-6 minutes (including the time it takes the server to generate and serve the file).
Saved time and increased productivity
Plumsail Documents helped our team cut back time spent formatting responses and has increased productivity. Having seen such an increase in productivity, we are now amending other processes to be able to use Plumsail to improve our business efficiency.
Covers our needs more than we expected
We needed automatization of processes and were looking for a solution that would translate form info to a word document. We liked Plumsail's flexibility and the possibilities of programming variables to be written in the document. Now we save 60% time writing our technical documents.
Useful way to generate reports
Very good experience. We were able to create nice templates for reports without a big effort. It is easy to define templates where to put data and generate reports.