--- description: Review of Plumsail Documents Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Plumsail Documents | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Document Generation Software](/directory/4300/document-generation/software) > [Plumsail Documents](/software/256383/plumsail-documents) # Plumsail Documents Canonical: https://www.softwareadvice.co.uk/software/256383/plumsail-documents Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.co.uk/software/256383/plumsail-documents?page=2) > Automate your everyday document routine with Plumsail Documents. Data from your systems such as CRM, ERP, Forms, Databases populate document templates. Completed documents are delivered to recipients by email or sent to request e-signatures, or saved to your systems back. Such document automation not just frees your time and resources, but saves you from such frustrating things as delays in delivering documents that may lead to a collapse of the deal. With Plumsail Documents, you won't be tied to a particular format. It supports PDF, Word, Excel, PowerPoint, and HTML document templates. So, you can choose the document type depending on your needs. In the end, the result can be optionally converted to PDF. Automate generation of all documents in your company: invoices, contracts, reports, orders. > > Verdict: Rated **4.7/5** by 75 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.7/5** | 75 Reviews | | Ease of Use | 4.7/5 | Based on overall reviews | | Customer Support | 4.6/5 | Based on overall reviews | | Value for Money | 4.1/5 | Based on overall reviews | | Features | 4.6/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Plumsail - **Location**: Miami, US - **Founded**: 2011 ## Commercial Context - **Starting Price**: US$25.00 - **Pricing model**: Flat Rate (Free Trial) - **Pricing Details**: Starts at $29.00 per month. There is a free trial. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English, Spanish - **Available Countries**: Australia, Canada, France, Germany, India, Ireland, Italy, Mexico, Netherlands, New Zealand, Philippines, Singapore, South Africa, United Arab Emirates, United Kingdom, United States ## Features - API - Batch Processing - Configurable Workflow - Contract Drafting - Customisable Forms - Customisable Templates - Customizable Fields - Data Import/Export - Data Storage Management - Digital Signature - Document Automation - Document Capture - Document Generation - Document Management - Document Review - Document Storage - Document Templates - Electronic Signature - Email Templates - File Conversion ## Integrations (18 total) - Airtable - Docusign - Dropbox Business - Dropbox Sign - Gmail - Make - Microsoft 365 - Microsoft Outlook - Microsoft Power Apps - Microsoft Power Automate - Microsoft Teams - OneDrive - Plumsail Forms - Slack - Xodo Sign ... and 3 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base ## Category - [Document Generation Software](https://www.softwareadvice.co.uk/directory/4300/document-generation/software) ## Related Categories - [Document Generation Software](https://www.softwareadvice.co.uk/directory/4300/document-generation/software) - [Document Management Software](https://www.softwareadvice.co.uk/directory/722/document-management/software) ## Alternatives 1. [Microsoft Word](https://www.softwareadvice.co.uk/software/399478/microsoft-word) — 4.7/5 (2783 reviews) 2. [Adobe Acrobat](https://www.softwareadvice.co.uk/software/317350/adobe-acrobat-dc) — 4.7/5 (4169 reviews) 3. [Google Workspace](https://www.softwareadvice.co.uk/software/344998/google-workspace) — 4.7/5 (17483 reviews) 4. [M-Files](https://www.softwareadvice.co.uk/software/433195/m-files-dms) — 4.4/5 (274 reviews) 5. [iLovePDF](https://www.softwareadvice.co.uk/software/68590/ilovepdf) — 4.7/5 (1750 reviews) ## Reviews ### "Great product, especially if you like learning new things" — 5.0/5 > **Michael** | *31 July 2024* | Mental Health Care | Recommendation rating: 9.0/10 > > **Pros**: It is great to be able to make any form that I need and the fact that I can dictate how I receive them and how they are named, is time saving. There are not a lot of delivery methods, but they definitely hit the major ones, so anyone should be able to find a way to disseminate their documents. > > **Cons**: I do wish that there were more actions available, but there isn't anything significantly missing, except for maybe the ability to print documents. > > So far, I have had a great time thinking of new processes, it seems like as soon as I start working on one something else pops up that can help even more. ----- ### "The smallest but most important cog in a complex mechanism\!" — 5.0/5 > **Sabyr** | *26 December 2024* | Utilities | Recommendation rating: 9.0/10 > > **Pros**: After trying many similar services (pdf4me, encodian) I chose plumsail because it provides the best combination of price for the operation of filling my engineers' report templates in WORD. Moreover, filling a WORD template and subsequent conversion from WORD to PDF is just one operation\! Very convenient and economical. > > **Cons**: Nothing. That's right, no cons\! Except that my appetite grows while eating, and now I want to transfer to this service all business operations in the company for filling out WORD templates (commercial proposals, travel requests, and even automatic filling out of contracts\!). > > I certainly use the Plumsail Documents service as part of the whole Plumsail ecosystem together with Plumsail Forms and HelpDesk. I am looking at the OrgChart service. The ease of use of Plumsail Documents service and functionality allows you to quickly automate business processes in your company and no longer think about the basic principles of automation. It is incredibly convenient\! ----- ### "Too early to tell - Ask me in 3 months" — 3.0/5 > **richard** | *19 December 2022* | Computer Software | Recommendation rating: 5.0/10 > > **Pros**: I am currently on the fence as I see a few benefits to the tool. Word is so finnicky and I'm not having to deal with that (the use of the tokens is so much easier). The ability to create multiple slides/pages with looping over an array is fantastic. > > **Cons**: The documentation isn't always the most clear when things seem straight forward but then it doesn't work. I hoping to get workarounds for the things it can't do. The response time from the help desk is only through written ticket system and no chat or phone and it takes overnight. No quick responses. > > I made the decision to go with Plumsail and I want it to work but it's been a struggle for my pretty complex 1st document. My business need right out of the gate wasn't simple. ----- ### "Very good\!" — 5.0/5 > **Ralph** | *10 December 2025* | Food & Beverages | Recommendation rating: 9.0/10 > > **Pros**: Easy onboarding, transparent Price Models. High level of automatisation. We are using PowerAutomate to convert Files. > > **Cons**: Its not for free :-) but its worth the fee. There is nothing we did not like about Plumsail Documents. > > perfekt. Plumsail is working out of the box perfectly. Without any fails, perfect for automatism with PowerAutomate ----- ### "A Powerful Tool with Great Features, But Room for Improvement" — 5.0/5 > **Ekaterina** | *15 August 2024* | Accounting | Recommendation rating: 9.0/10 > > **Pros**: I love how easy and fast it is to create templates. It really cuts down on the time I spend setting things up. The ability to generate forms directly from document fields is super handy. It streamlines everything and makes sure data collection is consistent. The way Plumsail integrates with Microsoft systems like SharePoint and Power Automate is spot on. It fits right into my existing workflow without any hassle. The documentation is detailed but easy to follow. It’s been a lifesaver, especially when figuring out how to use Power Automate effectively. I appreciate the flexibility in delivery channels. Whether it’s emailing documents or storing them in the cloud, I can choose the method that works best for me. The pricing is very reasonable for what you get. It’s a solid investment without breaking the bank. I’m really impressed with the testing mode. Being able to test and configure everything before using paid runs gives me peace of mind. > > **Cons**: The document editor can be a bit tricky to work with, especially when making changes to longer documents. It doesn’t feel as smooth or intuitive as I’d like, which can make editing more cumbersome than it should be. Also, the testing mode has some limitations that I find confusing. Although you can test document generation, you can’t fully test the Power Automate process without a paid plan. This feels a bit restrictive, particularly since there’s already a cap on the number of test runs. > > Overall, my experience with Plumsail Documents has been largely positive. The platform is user-friendly, with fast and easy template creation, seamless integration with Microsoft systems, and helpful documentation. I especially appreciate the flexible delivery options and reasonable pricing. However, the document editor can be a bit challenging to use for longer documents, and the limitations in testing the Power Automate process without a paid plan can be frustrating. Despite these drawbacks, Plumsail Documents remains a powerful tool that adds significant value to my workflow. ----- Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.co.uk/software/256383/plumsail-documents?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/256383/plumsail-documents) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data