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Plumsail Documents description
Plumsail Documents automates document creation using templates. It supports Microsoft Office formats, letting you generate documents by merging data from CRMs, forms, and other apps. You can then automate e-signing, delivery, and storage of these documents. Plumsail Documents integrates with numerous services, making it a versatile tool for streamlining document workflows.
Who is Plumsail Documents best for
Plumsail Documents is a powerful document automation and generation tool praised for its easy setup, integration with various platforms, and excellent customer support. Users highlight its flexible customization options and reliable document merging. However, some have noted concerns about the pricing for high-volume use and limitations in image handling. It's best for small businesses looking to streamline document creation using Microsoft Office formats and integrations like Power Automate.
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Best for small businesses seeking to automate document workflows.
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Ideal for heavily regulated industries needing precise document creation, like finance, healthcare, and legal.
Plumsail Documents features
| Supported Plumsail Documents allows exporting templates to PDF. |
| Supported Plumsail Documents allows generating PDFs from DOCX templates and data. |
| Supported Plumsail Documents supports document generation and e-signature integration for streamlined workflows. |
| Supported Users can create templates from scratch within their document generation process. |
| Supported Document templates can be created with Microsoft Word. |
We evaluate the sentiment that users express about non-functional aspects of the software
Value and Pricing Transparency
Customer Service
Ease of Use
Reliability and Performance
Ease of Implementation
Plumsail Documents reviews
We've summarised 47 Plumsail Documents reviews (Plumsail Documents Capterra reviews and Plumsail Documents G2 reviews) and summarised the main points below.
- Easy to set up, use, and integrate with various platforms, especially Power Automate.
- Excellent customer support, often praised for responsiveness and helpfulness.
- Flexible and customizable for diverse document generation needs.
- Reliable and efficient document merging and conversion capabilities.
- Good value for money for low-volume users and specific use cases.
- High pricing is a recurring concern, especially for high-volume users and specific features.
- Limited control over image handling and HTML processing within documents.
- Occasional issues with traditional Chinese character conversion.
- Merge limits can be restrictive for some users.
- Some find the learning curve steep, particularly with Power Automate integration.
Plumsail Documents pricing
Users sentiment
See the Plumsail Documents pricing page.
Plumsail Documents alternatives
PandaDocBetter for sales teams needing CRM integrations. Has broader industry applicability but less momentum.Read more
ActiveDocsBetter for enterprise document automation and template management within Microsoft Word. Plumsail Documents is growing faster.Read more
Xodo SignBetter for individuals and small businesses needing e-signatures. Focuses on e-signatures, not document generation from templates. More user-friendly, affordable pricing.Read more
DocumintBetter for users heavily reliant on Airtable. More suitable for companies focused on software/IT and professional services. Caters to a slightly smaller range of industries.Read more
Foxit PDF Editor SuiteBetter for PDF editing and management. A cost-effective Adobe Acrobat alternative with AI features. Stronger in Legal and Automotive industries.Read more
CarboneMore suitable for developers. Has slower momentum. A Plumsail Documents competitor focusing on JSON data to document generation.Read more
Plumsail Documents FAQ
What is Plumsail Documents and what does Plumsail Documents do?
Plumsail Documents automates document creation from templates, supporting Microsoft Office formats. It merges data from various sources, automates e-signatures, and integrates with other apps. It's praised for ease of use and robust integrations, but pricing can be a concern for high-volume users.
How does Plumsail Documents integrate with other tools?
Plumsail Documents integrates with various platforms, including Power Automate and SharePoint, to streamline document workflows. It supports connections with CRMs, forms, and other apps, enabling automated data merging for document generation. It also facilitates e-signing, delivery, and storage integrations.
What the main competitors of Plumsail Documents?
Alternatives to Plumsail Documents include PandaDoc, Carbone, ActiveDocs, airSlate SignNow, Documint, and Conga Composer. These competitors offer similar document generation and automation features, catering to various business needs and budgets.
Is Plumsail Documents legit?
Plumsail Documents is a legitimate software solution. User reviews praise its ease of use and integration capabilities, especially with Power Automate. It's considered safe and reliable for document automation, though pricing can be a concern for high-volume users.
How much does Plumsail Documents cost?
I couldn't find pricing details for Plumsail Documents. For the most current pricing information, it's best to visit their website or contact their sales team directly.
Is Plumsail Documents customer service good?
Plumsail Documents' customer service receives positive feedback. Users highlight the helpfulness and responsiveness of the support team, particularly with setup and troubleshooting. While support is primarily through a ticket system, responses are generally prompt and effective.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.