Document automation software that integrates with your favorite apps to generate documents seamlessly.
Paid • Proprietary
Software as a Service (SaaS)
What is Plumsail Documents?
Plumsail Documents is a solution for document generation and automation.
It works very simply - just set up a document template, choose how to deliver the result - by email, upload to the cloud, send for eSignature, or another way, integrate with popular services to send data to your document template. For instance, send data from your CRM, ERP, databases, or submit a web form to populate the template.
It supports various document formats - Word, Excel, PowerPoint, fillable PDF format, and HTML.
Plumsail Documents has Zapier and Power Automate connectors. It includes a rich set of actions that you can use for advanced document processing such as Extract data from PDF, Convert documents of different formats to PDF, Read CSV files, and much more.