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Plumsail Documents Logo

Document generation and automation software.

Table of Contents

Plumsail Documents - 2026 Pricing, Features, Reviews & Alternatives

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Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: December 2025

Plumsail Documents overview

What is Plumsail Documents?

Automate your everyday document routine with Plumsail Documents.

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

— 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.

— Use ready document templates and adjust them to your needs: Agreements, Proposals, Invoices, Quotes, Employment, Accountig and Taxes

— 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.

And many more features!

Key benefits of using Plumsail Documents

— Generate documents, send by e-mail, collect e-signatures, or save to your favorite apps;
— Pull data from your favorite app or fill web form;
— Automatically create document from template;
— Deliver documents or collect e-signatures;
— Use ready document templates and adjust them to your needs;
— Create web forms for documents;
— Integrate with the tools you already use;
And many more features

Starting price

25flat rate /
per month

Alternatives

with better value for money

Plumsail Documents’s user interface

Ease of use rating:

Plumsail Documents pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
3-4(16)
5(53)

What do users say about Plumsail Documents?

Users say Plumsail Documents streamlines document generation and automation, helping them save time and improve consistency. They find it integrates well with tools like Power Automate and Airtable, and it offers flexible delivery options, though some mention challenges with complex setups and occasional format inconsistencies.

Reviewers appreciate the ease of setup and customization, reporting helpful support and clear instructions. They feel pricing is reasonable for smaller volumes but note it can become expensive for high-volume use, wishing for more flexible pricing tiers. They indicate the product boosts efficiency, though some encounter minor setup difficulties.

Select to learn more


Who uses Plumsail Documents?

Based on 69 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Construction
Computer Software
Information Technology and Services
Accounting
Others

Use cases

Document Generation
Document Management

Plumsail Documents's key features

Most critical features, based on insights from Plumsail Documents users:

Templates
Process/Workflow automation
Multiple output formats
Digital signature
Batch processing
Document generation

All Plumsail Documents features

Features rating:

Workflow management
Document automation
File conversion
Third-Party integrations
Secure data storage
Data import/export
Full text search
Document storage
Text editing
Document review
Electronic signature
Document management
Document capture
Data storage management
Document templates
Email templates
Customizable templates
Customizable forms
Customizable fields
Template management
Contract drafting
Configurable workflow
API

Plumsail Documents awards

Plumsail Documents alternatives

Plumsail Documents logo

Starting from

25

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
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Jotform logo
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PandaDoc logo
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Plumsail Documents pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Folder

25

Per month

Features included:

  • 200 Documents Monthly
  • No SLA

Drawer

84

Per month

Features included:

  • 1000 Documents Monthly
  • No SLA

Cabinet

249

Per month

Features included:

  • 3000 Documents Monthly
  • No SLA

Personal

0.00

Contact vendor for more details

User opinions about Plumsail Documents price and value

Value for money rating:

To see what individual users think of Plumsail Documents's price and value, check out the review snippets below.

“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.”
rc

richard c.

director, travel operations

“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.”
Verified reviewer profile picture

Michael M.

CEO

Plumsail Documents integrations (19)

Integrations rated by users

We looked at 69 user reviews to identify which products are mentioned as Plumsail Documents integrations and how users feel about them.

Integration rating: 5.0 (5)

It allows us to use Plumsail Documents in a very wide variety of use cases.

DB

Derek B.

Software Developer

Make logo
Make

Integration rating: 5.0 (2)

Because that's what connects plumsail to other tools like airtable and openai

RK

Raph K.

Owner

Integration rating: 5.0 (3)

Integration rating: 5.0 (1)

Docusign logo
Docusign

Integration rating: 4.0 (1)

Airtable logo
Airtable

Integration rating: 5.0 (1)

Plumsail Documents support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
FAQs/Forum
Knowledge Base

Training options

Documentation
Videos

Plumsail Documents FAQs

Q. What type of pricing plans does Plumsail Documents offer?

Plumsail Documents has the following pricing plans:
Starting from: $25.00/month
Pricing model: Subscription
Free Trial: Available

These products have better value for money


Q. Who are the typical users of Plumsail Documents?

Plumsail Documents has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business


Q. What languages does Plumsail Documents support?

Plumsail Documents supports the following languages:
English, Spanish


Q. Does Plumsail Documents offer an API?

Yes, Plumsail Documents has an API available for use.


Q. What other apps does Plumsail Documents integrate with?

Plumsail Documents integrates with the following applications:
Make, Microsoft Outlook, Dropbox Business, Zapier, Microsoft Power Apps, Gmail, Docusign, OneDrive, Airtable, Microsoft Teams, Dropbox Sign, Slack, Microsoft 365, Zoho Mail, Zoho Sign, Xodo Sign, Plumsail Forms, Microsoft Power Automate


Q. What level of support does Plumsail Documents offer?

Plumsail Documents offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base

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