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Plumsail Documents

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Automated Word, Excel, and PDF document generation for Power Automate and SharePoint

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  • Deployment Cloud Based
  • Starting price $29/month
  • Free trial Available
  • Best for SMEs, Agencies, Enterprises

What is Plumsail Documents?

Plumsail Documents is a document automation service that generates Word, Excel, PowerPoint, and PDF files from templates, and can convert, merge, split, and fill PDF forms. It plugs into Microsoft Power Automate, SharePoint, Salesforce, Google Drive, OneDrive, and Zapier, letting business users build no-code flows that create and deliver documents from list or form data.

Pricing is tiered by monthly document volume across Folder, Drawer, and Cabinet plans, with a custom plan for larger needs and a discount on annual billing. Plumsail is aimed at SharePoint and Power Platform shops, from small IT teams to larger enterprises automating contracts, reports, and forms.

Key Features of Plumsail Documents

Plumsail Documents lists 8 documented features, including Generate Word, Excel, PowerPoint, and PDF from templates, Convert between DOCX, XLSX, PPTX, and PDF formats and Merge and split PDF files. The list below covers what the product does rather than how it is marketed.

  • Generate Word, Excel, PowerPoint, and PDF from templates
  • Convert between DOCX, XLSX, PPTX, and PDF formats
  • Merge and split PDF files
  • Fill and populate fillable PDF forms
  • Add watermarks and encrypt or protect documents
  • Power Automate, SharePoint, and Salesforce connectors
  • 2,000+ app integrations via Power Automate and Zapier
  • Nested data tables and sections from JSON for complex documents

Plumsail Documents Pricing

Plumsail Documents lists 4 plans. Three carry a published figure, from $29 to $299; the rest are quoted on request.

Folder

$29/month

200 documents/month

Entry tier, no SLA

Drawer

$99/month

1,000 documents/month

Business tier, no SLA

Cabinet

$299/month

3,000 documents/month

Enterprise tier, includes SLA

Custom

Custom

Volume-based

Custom pricing for higher volume needs, contact sales

Plumsail Documents Specifications

Plumsail Documents is available on web app. It offers an API and has a free trial.

Deployment
  • Cloud Based
Billing cycle
Monthly
Desktop
  • Web App
Languages
  • English
Built for
  • SMEs
  • Agencies
  • Enterprises
Support
  • Email
  • Tickets
Integrations
Power Automate, SharePoint, Salesforce, Google Drive, OneDrive, Zapier, Azure Logic Apps, Power Apps
Public API
Yes
Free trial
Yes
Free plan
No
Runs in browser
Yes
Customisable
Yes
Website
plumsail.com

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Plumsail Documents FAQs

No, but a free trial is available before choosing a paid plan.

It generates Word, Excel, PowerPoint, and PDF files, and can convert between these formats.

Yes, it also connects to Salesforce, Google Drive, OneDrive, and thousands of apps via Power Automate and Zapier.

Yes, it can populate fillable PDF forms with data from third-party systems.

The Cabinet plan includes 3,000 documents per month and adds an SLA compared to the lower tiers.