# Plumsail Documents Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Plumsail Documents Software - reviews, pricing plans, popular comparisons to other Document Generation products and more. Source: https://www.capterra.com/p/214700/Plumsail-Documents --- # Plumsail Documents Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Plumsail Documents ## What is Plumsail Documents? Plumsail Documents is a document automation software. It allows you to generate custom documents from templates, convert them to PDF, e-sign using eSignature solutions, and deliver resulting documents to your systems. The tool has a bunch of direct integrations and can be integrated with thousands of web services in Zapier and Power Automate (Microsoft Flow). It makes it easy to merge data from your favorite apps such as CRM, Forms and Surveys, Online databases, and more to your documents. ## What is Plumsail Documents used for? [Document Generation](https://www.capterra.com/document-generation-software/)[Document Management](https://www.capterra.com/document-management-software/) Top alternative Featured Overall rating Based on 78 user reviews Reviews sentiment Positive 96% Neutral 4% Negative 0% Starting price $25 Flat Rate, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Plumsail Documents?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://plumsail.com&name=Plumsail Documents) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Plumsail Documents 4.7 (78) VS. [4.5 (1,244)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting Price $25 Flat Rate, Per Month Starting Price $19 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (78) Ease Of Use 4.4 (1,228) Value For Money 4.2 (72) Value For Money 4.2 (958) Customer Service 4.6 (65) Customer Service 4.3 (939) ## Plumsail Documents alternatives [4.5 (570)](https://www.capterra.com/p/167449/Nitro/reviews/) Starting price $17.70 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.7 (2,852)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars Highest Rated [4.7 (4,187)](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/reviews/) Starting price $19.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.6 (992)](https://www.capterra.com/p/162654/PDFfiller/reviews/) Starting price $8.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/214700/Plumsail-Documents/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Process/Workflow Automation 4.7 (35) 94.29% of 35 reviewers that rated this feature as important or highly important Streamlining repetitive tasks and activities through automated and predefined workflows Multiple Output Formats 4.6 (28) 78.57% of 28 reviewers that rated this feature as important or highly important Create content in various formats, such as print, PDF, HTML and more Templates 4.5 (26) 92.31% of 26 reviewers that rated this feature as important or highly important Sample files or documents that could be customized as needed or used as is Document Generation 4.7 (22) 104.55% of 22 reviewers that rated this feature as important or highly important Custom forms to streamline repetitious aspects of a document Batch Processing 4.2 (20) 85.00% of 20 reviewers that rated this feature as important or highly important Software's ability to perform similar action on multiple similar files simultaneously Third-Party Integrations 4.8 (10) 90.00% of 10 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes Plumsail Documents 29 features Application programming interface that allows for integration with other systems/databases Software's ability to perform similar action on multiple similar files simultaneously Configure existing workflows to meet your organization's needs Create, edit, and revise contracts/written agreements Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Manage and store data in a database Electronic signing method that validates the authenticity and integrity of a digital document Automated or logic-based workflows that assist in the creation of electronic documents Scan, move or upload electronic files within the software's repository Custom forms to streamline repetitious aspects of a document Store, manage, and track all electronic documents in a centralized location Review and analyze existing information across documents Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Digitally sign online documents Pre-made examples and templates for emails Convert files to a different format Search for specific words or phrases within a document or database Create content in various formats, such as print, PDF, HTML and more Streamlining repetitive tasks and activities through automated and predefined workflows Securely stores data to prevent data loss or breaches Create, save, and re-purpose templates for emails, forms, etc. Sample files or documents that could be customized as needed or used as is Edit text as needed Set up connections to third-party platforms to improve business processes Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.6 (78) 4.6 Based on 78 reviews ## Pricing Value for money 4.2 (72) Free Trial [View pricing plan details](https://www.capterra.com/p/214700/Plumsail-Documents/pricing/) Folder $25.00 Flat Rate,Per Month It includes: - 200 Documents Monthly - No SLA Drawer $84.00 Flat Rate,Per Month It includes: - 1000 Documents Monthly - No SLA Cabinet $249.00 Flat Rate,Per Month It includes: - 3000 Documents Monthly - No SLA Personal $0.00 Value for money 4.2 (72) 4.2 Based on 72 reviews ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ OneDrive](https://www.capterra.com/p/161304/OneDrive/)[ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Zapier](https://www.capterra.com/p/130182/Zapier/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.6 (65) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (65) 4.6 Based on 65 reviews ## User reviews Overall rating 4.7 Based on 78 reviews Filter by rating 5(60) 4(15) 3(3) 2(0) 1(0) Mentioned topic Sorted by most recent PD Pablo D. VP IT Think Tanks ### "Very happy with Plumsail" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 27, 2026 We started with Plumsail Actions, and it always worked well for us, so testing Plumsail Documents when we have to manage PDF and other files was a given. There is always a component that does what we need to do, great uptime, fair price, and great support. Pros It is simple to set up and use, there is a wide selection of tools/actions that is always growing, and it has been working solidly for quite a while. Cons I don't think there is anything I do not like about Plumsail Documents or Actions. It is one of our main go-to tools when we need additional actions for no/low-code projects. Alternatives considered [Adobe Acrobat Reader](https://www.capterra.com/p/170833/Acrobat-Reader-DC/) Reasons for choosing Plumsail Documents Better tools, subscription options that would adapt to our workflow. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JH Jane H. Software Innovation Engineer Industrial Automation ### "Strengths and weaknesses of Plumsail Documents" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 24, 2026 Pros 1\. Easy to pull data from SharePoint list to generate the power point file. 2. Technical support is good that I can receive the guidance quickly. Cons The online guidance is not clear about how to pull data to different formats, for example to a data table or as contents of one slide. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AU Anonymous User Operations Engineer Industrial Automation ### "Well-priced and effective solution with a few quirks" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 April 13, 2026 I'm happy with the experience. For what it would cost to program a replacement product on my own, this is very cost-effective, and generally easy to navigate. Pros Plumsail did exactly what it promised, and I needed - it allowed me to create a new DOCX document with whatever dynamic content I required (HTML, images, text, tables, etc.). Once I figured out how the system worked and got around a couple of quirks, the system worked as defined without issue. Cons 2 things come to mind: 1) The documentation was a little hard to navigate, especially when looking at differences in capabilities between Modern and Classic template engines. 2) Using the "Edit in Desktop" editor could be finnicky for me - it generally worked great, but seemed to a have a timeout after 5 minutes or so. After that amount of time, my changes from the Desktop editor may or may not save successfully. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. EN Elias N. Finance Analyst Financial Services ### "Great and beyond " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 23, 2026 Professional and simplest. Real team work, they are very good on customer support and great tool for our projects. Pros This was like three clicks to have my solution done. It’s amazing tool. I’m converting all my html data to pdf kind of reporting tool for daily basis tracking routes, orders and obligations Cons I really don’t have cons for my this is being a great experience starting on the solution, simplest and ease use Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AT Annalise T. Total Rewards Analyst Government Administration ### "Plumsail helped with Rich Text Formatting Project" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 17, 2026 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! 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? Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ML Milla-Marjaana L. Marketing Consultant Marketing and Advertising ### "Frustration with formatting" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 4/10 February 16, 2026 Frustrating at first, but good once formatting was clear. Would have been simple to use for generic purposes with prefilled templates. Pros Achieves the document templating services I need. Short setup process, and integrates nicely with automation products. Cons I had trouble figuring out the formatting for what I wanted to achieve. Simple documents would have been easy, but eg documents with a non-repeating title, but multiple different subtitles and "sections" inside from Excel was not as clear (either title started repeating as well or all sections were not included etc) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AP Alec P. Support Services Non-Profit Organization Management ### "Plumsail was the PDF form filling automation I needed!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 February 6, 2026 Plumsail is an excellent solution to help automate document creation tasks in Microsoft Power Automate. I used the "Fill in PDF Form" action to create a PDF form associated with every submission of digital form. Once it was up and running, documents were created without issue and were easily saved into our Sharepoint. Pros Plumsail had the support to help me automate the filling out of PDF forms, which allowed us to keep and generate said documents in our Sharepoint. Cons Some of the documentation for using Plumsail with Power Automate, specifically JSON structure for PDF form entries, was a not detailed enough for my use case and required some guess and check in my flows. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. BA Brian A. App Admin Insurance ### "Powerful, easy to use, and great support!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 4, 2026 It has been very good. I previously made some templates in DocuMint, and found Plumsail to be MUCH easier to use. It also has more functionality. The thing that originally brought me over to Plumsail was DocuMint's inability to repeat table headers on subsequent pages. It's a breeze with Plumsail. Tech support has been AMAZING, and extremely helpful in figuring out issues I was having. They even had the developers implement new functionality based on some of my requests. Pros I love the ability to use Word Docx (or even Excel) as a template. Most of the products I saw only supported Google Docs. Cons The automatic token detection is a bit finicky with more complicated scenarios, specifically sorting or filtering tables. It could use a little improvement, like the ability to manually tell it to request a specific token when used in conjunction with the Airtable extension. Switched from [Documint](https://www.capterra.com/p/215492/Documint/) DocuMint can't repeat table headers on subsequent pages. It's also very clunky to use. Alternatives considered [Typeflo](https://www.capterra.com/p/10018045/Typeflo/) [Airtable](https://www.capterra.com/p/146652/Airtable/) [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) Reasons for choosing Plumsail Documents Ability to use Word Docx as template instead of Google docs was a very big factor. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Gonzalo B. Manager Computer & Network Security ### "Solid tool for automated document generation with Airtable and Make" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 21, 2026 The overall experience has been very positive. I have used it in several real projects to generate documents from Airtable, integrated with Make, and the results have been consistent and reliable. It is a suitable solution for professional workflows where automated document generation is critical. Pros The integration with Airtable and Make is very solid and stable. It allows generating complex Word and PDF documents from related data without issues, preserving formatting and tables correctly. It is a reliable tool for professional use and fits well into automated workflows. Cons The pricing can be high when used intensively and when relying on Make as an intermediary. Also, the initial setup may take some time when documents include many relationships or advanced logic. Switched from [Make](https://www.capterra.com/p/154278/Integromat/) Because I needed a more flexible and reliable way to generate complex Word and PDF documents from Airtable with better control over templates, related data, and formatting for professional workflows. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Ralph E. CEO Food & Beverages ### "Very good!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 10, 2025 perfekt. Plumsail is working out of the box perfectly. Without any fails, perfect for automatism with PowerAutomate Pros Easy onboarding, transparent Price Models. High level of automatisation. We are using PowerAutomate to convert Files. Cons Its not for free :-) but its worth the fee. There is nothing we did not like about Plumsail Documents. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/214700/Plumsail-Documents/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Microsoft Word vs Plumsail Documents](https://www.capterra.com/compare/214700-227146/Plumsail-Documents-vs-Microsoft-Word)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)