--- description: Review of Plumsail Documents Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Plumsail Documents | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Document Generation Software](/directory/4300/document-generation/software) > [Plumsail Documents](/software/256383/plumsail-documents) # Plumsail Documents Canonical: https://www.softwareadvice.ie/software/256383/plumsail-documents Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.ie/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 79 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.7/5** | 79 Reviews | | Ease of Use | 4.7/5 | Based on overall reviews | | Customer Support | 4.6/5 | Based on overall reviews | | Value for Money | 4.2/5 | 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.ie/directory/4300/document-generation/software) ## Related Categories - [Document Generation Software](https://www.softwareadvice.ie/directory/4300/document-generation/software) - [Document Management Software](https://www.softwareadvice.ie/directory/722/document-management/software) ## Alternatives 1. [Microsoft Word](https://www.softwareadvice.ie/software/399478/microsoft-word) — 4.7/5 (2825 reviews) 2. [Adobe Acrobat](https://www.softwareadvice.ie/software/317350/adobe-acrobat-dc) — 4.7/5 (4203 reviews) 3. [Google Workspace](https://www.softwareadvice.ie/software/344998/google-workspace) — 4.7/5 (17559 reviews) 4. [M-Files](https://www.softwareadvice.ie/software/433195/m-files-dms) — 4.4/5 (275 reviews) 5. [iLovePDF](https://www.softwareadvice.ie/software/68590/ilovepdf) — 4.7/5 (1759 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. ----- ### "Plumsail helped with Rich Text Formatting Project" — 5.0/5 > **Annalise** | *17 February 2026* | Government Administration | Recommendation rating: 10.0/10 > > **Pros**: I loved how easy it was to set up and get started using this product. Also, it filled the hole in our project perfectly. We were struggling with a way to bring rich text formatting into our job description templates, and this product did the job\! Previously, when the formatted text was sent to the template, the formatting got wiped out, and left a huge eyesore in the middle of our template. Setting up Plumsail was super easy, and now our documents look so much better\! > > **Cons**: I was a little confused by the difference between the modern and classic word templates. The rich text function seems to only work with the classic templates, so I had to figure out how to switch to using classic in order for my solution to work. Will rich text functionality be moved to the modern template in the future? > > It has been great so far, and we are truly loving the output that it provides. I also wanted to shout out the resources section of your website, as it was very helpful in my initial setup and helped convince me to go with the product. The youtube tutotials were also very helpful, thank you for taking the time to create tutorials\! ----- ### "Integration between Power Automate (O365) is incredible" — 5.0/5 > **Michael** | *29 September 2025* | Nonprofit Organisation Management | Recommendation rating: 8.0/10 > > **Pros**: Integration between Plumsail and Power Automate is great. It automates a huge part of our process and reduces the time required on man power. > > **Cons**: Plumsail Documents was a bit difficult to set up. Also the change from Classic to Modern was a bit confusing. I had to re write a lot of the backend values and code because things in Classic just stopped working. > > Overall, Plumsail Documents has been a great addition and we hope to continue using Plumsail in the future. ----- Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.ie/software/256383/plumsail-documents?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/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