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Plumsail Documents

By Plumsail · plumsail.com

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Spec score 7.4 #19 of 34 in Document Generation Software

Spec sheet

Purpose
Plumsail Documents generates documents from templates, sends them by email, collects e-signatures, and saves them to other apps.Read 8 Oct 2026 · plumsail.com
Deployment
cloudRead 23 Sep 2026 · plumsail.com
Integrations
The integrations page lists Plumsail Forms, SharePoint, Power Automate, Make, Zapier, Airtable, DocuSign, Outlook, and other apps.Read 8 Oct 2026 · plumsail.com
Support
The company says its support team replies within a day.Read 8 Oct 2026 · plumsail.com
Company history
The company timeline lists the launch of Documents and Forms in 2019.Read 8 Oct 2026 · plumsail.com
Company scale
Plumsail says more than 8,000 organizations across 170 countries use its solutions.Read 8 Oct 2026 · plumsail.com
Data residency and compliance
Plumsail offers data residency options in Europe, Australia, and the United States and lists GDPR, CCPA, and CSA Star.Read 8 Oct 2026 · plumsail.com
Document conversion
It converts Word, Excel, PowerPoint, or HTML documents to PDF in Power Automate Flow.Read 8 Oct 2026 · plumsail.com
E-signatures
Generated documents can be sent to a selected e-signature provider for signing.Read 8 Oct 2026 · plumsail.com
Key features
Generate PDFs from reusable templates · Populate templates with data and variables · Bulk document generation · Workflow automation through Microsoft Power Automate and related connectors · REST API for programmatic document generation · Document output conversion and delivery in automated workflowsRead 23 Sep 2026 · plumsail.com
PDF protection
PDF actions can apply text or logo watermarks, set passwords, and restrict copying, data extraction, or editing.Read 8 Oct 2026 · plumsail.com
Pricing measure
A process run in a Plumsail account, an integration-platform action execution, or a REST API call counts as one document.Read 8 Oct 2026 · plumsail.com
Reliability
Plumsail states that it commits to 99.9% uptime for Enterprise customers and performs daily and regional backups.Read 8 Oct 2026 · plumsail.com
Support
docs, emailRead 23 Sep 2026 · plumsail.com
Template features
Its template syntax supports lists, tables, charts, QR codes, and barcodes.Read 8 Oct 2026 · plumsail.com
Template formats
Templates can be PDF, Word, Excel, PowerPoint, or HTML.Read 8 Oct 2026 · plumsail.com
Transport and stored data security
The pricing page states that data in transit uses TLS 1.3 and data at rest is encrypted at volume level with AES-256.Read 8 Oct 2026 · plumsail.com

Plans and prices

Cabinet Price not published Monthly or annually; page lists 3,500 documents monthly 3,500 documents monthly · SLA Read 8 Oct 2026 · plumsail.com
Custom Priced on request Contact sales for a custom plan Custom plan Read 8 Oct 2026 · plumsail.com
Drawer Price not published Monthly or annually; page lists 1,000 documents monthly 1,000 documents monthly · no SLA Read 8 Oct 2026 · plumsail.com
Folder Price not published Monthly or annually; page lists 200 documents monthly 200 documents monthly · no SLA Read 8 Oct 2026 · plumsail.com

Every Plumsail Documents plan and price →

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