# Page 2 | Plumsail Documents Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Plumsail Documents the right Document Generation solution for you? Explore 79 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/214700/Plumsail-Documents/reviews --- Plumsail Documents 4.7 (79) [View alternatives](https://www.capterra.com/p/214700/Plumsail-Documents/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of Plumsail Documents ## Showing most helpful reviews Showing 26-50 of 79 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Operations Engineer Industrial Automation Used the software for: Less than 6 months ### "Well-priced and effective solution with a few quirks" April 13, 2026 4.0 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 MW Michael W. Manager Non-Profit Organization Management Used the software for: 1-2 years ### "Integration between Power Automate (O365) is incredible" September 29, 2025 5.0 Overall, Plumsail Documents has been a great addition and we hope to continue using Plumsail in the future. 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. Review Source AP Alec P. Support Services Non-Profit Organization Management Used the software for: I used a free trial ### "Plumsail was the PDF form filling automation I needed!" February 6, 2026 5.0 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 DF Daniel F. EInkauf Architecture & Planning Used the software for: 2+ years ### "Highly recommended" September 1, 2025 5.0 Pros ChatGPT: Am besten hat uns die einfache Automatisierung von Dokumentenprozessen gefallen – spart viel Zeit und funktioniert zuverlässig. Cons Die Einrichtung war anfangs etwas kompliziert und erforderte einiges an Einarbeitung. Auch die Anpassung an spezielle Anforderungen war nicht immer ganz einfach. Review Source SH Steven H. Director of Business Systems Construction Used the software for: Less than 6 months ### "Great Software - A Unicorn of Easy to Build Reports with a Swiss Army Knife of capabilities" March 25, 2025 5.0 A couple months in we are loving that we found this software. It's expanded our business reporting capacity and increased the speed at which we can view our data! Pros A rare combination of speed and features in the document generation space. We do complex reports that it returns very quickly! Cons A few UI features could use additional development. Pricing is a little steep per document. Would love more direct support options for companies / enterprise with high usage as a critical business tool. Review Source EN Elias N. Finance Analyst Financial Services Used the software for: Less than 6 months ### "Great and beyond " March 23, 2026 5.0 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 SZ Sabyr Z. CEO Utilities Used the software for: Less than 6 months ### "The smallest but most important cog in a complex mechanism!" December 26, 2024 5.0 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! 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!). Alternatives considered [Encodian Flowr](https://www.capterra.com/p/10013229/Encodian-Flowr/)[PDF4me](https://www.capterra.com/p/200507/PDF4me/) Reason for choosing Plumsail Documents because it provides the most optimal balance of functionality, number of iterations, and cost Review Source RE Ralph E. CEO Food & Beverages Used the software for: Less than 6 months ### "Very good!" December 10, 2025 5.0 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 MS Maria S. Intern Pharmaceuticals Used the software for: I used a free trial ### "Great tool for document automation" October 7, 2025 5.0 My overall experience with Plumsail Documents has been very positive. It is a reliable and powerful tool that makes document automation much easier, saves time, and integrates smoothly with other platforms like Power Automate. Pros What I liked most about Plumsail Documents is how easy it makes the document automation process. It’s very intuitive to use, integrates smoothly with Power Automate, and helps save a lot of time by generating professional documents automatically. It really improved efficiency in my workflows. Cons Sometimes the learning curve can be a bit steep at the beginning, and it takes some time to configure advanced templates. However, once set up, it works very well. Review Source RC Reece C. Operations Manager Transportation/Trucking/Railroad Used the software for: Less than 6 months ### "Easy to use, integrates seamlessly." June 17, 2025 5.0 Plumsail was easy set up and easy to implement. The service integrated seamlessly with our other systems. Pros Plumsail easily integrated with our existing systems, improving our processes and made our business more efficient. Cons I wish the pricing structures offered more flexibility. I would like a a pay per use model, which would allow us to get the most for our money. Review Source ML Milla-Marjaana L. Marketing Consultant Marketing and Advertising Used the software for: Less than 6 months ### "Frustration with formatting" February 16, 2026 4.0 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 VR Verified Reviewer Head of IT Aviation & Aerospace Used the software for: Less than 6 months ### "Good Product to Augument Document Automation" February 25, 2025 5.0 Pros Easy to configure and start using quickly. The Test API allows you to test without blocking the production. Cons This product exceeds expectations with no drawbacks. Review Source RK Raph K. Owner Computer Software Used the software for: Less than 6 months ### "Very impressed with Plumsail" March 24, 2025 5.0 Good, very stable. Does what it says. Good support. Pros The ability to produce high quality docs and sheets and integrate it with other automation elements through make.com Cons Nothing I can think of. It basically does everything I needed it to do. Review Source LH Lucas H. Founder Real Estate Used the software for: Less than 6 months ### "5 Star Experience" May 13, 2025 5.0 It's been a good experience and Plumsail has helped me with multiple business procceses Pros The usability and dynamic nature of Plumsail documents. Cons Sometimes I experience a socket hang up error, and it takes time to fix. Review Source MG Mon G. Legal Operations Legal Services Used the software for: Less than 6 months ### "Automate docs with Airtable Data " February 20, 2025 5.0 Pros The ability to upload Google Docs and automate docs with Airtable data! Cons Formatting - want it to be clearer how to format certain dates, numbers, etc,. Review Source ES Ekaterina S. COO Accounting Used the software for: Less than 6 months ### "A Powerful Tool with Great Features, But Room for Improvement" August 15, 2024 5.0 Overall, my experience with Plumsail Documents has been largely positive. The platform is user-friendly, with fast and easy template creation, seamless integration with Microsoft systems, and helpful documentation. I especially appreciate the flexible delivery options and reasonable pricing. However, the document editor can be a bit challenging to use for longer documents, and the limitations in testing the Power Automate process without a paid plan can be frustrating. Despite these drawbacks, Plumsail Documents remains a powerful tool that adds significant value to my workflow. Pros I love how easy and fast it is to create templates. It really cuts down on the time I spend setting things up. The ability to generate forms directly from document fields is super handy. It streamlines everything and makes sure data collection is consistent. The way Plumsail integrates with Microsoft systems like SharePoint and Power Automate is spot on. It fits right into my existing workflow without any hassle. The documentation is detailed but easy to follow. It’s been a lifesaver, especially when figuring out how to use Power Automate effectively. I appreciate the flexibility in delivery channels. Whether it’s emailing documents or storing them in the cloud, I can choose the method that works best for me. The pricing is very reasonable for what you get. It’s a solid investment without breaking the bank. I’m really impressed with the testing mode. Being able to test and configure everything before using paid runs gives me peace of mind. Cons The document editor can be a bit tricky to work with, especially when making changes to longer documents. It doesn’t feel as smooth or intuitive as I’d like, which can make editing more cumbersome than it should be. Also, the testing mode has some limitations that I find confusing. Although you can test document generation, you can’t fully test the Power Automate process without a paid plan. This feels a bit restrictive, particularly since there’s already a cap on the number of test runs. Alternatives considered [Jotform](https://www.capterra.com/p/158456/JotForm-4-0/) Reason for choosing Plumsail Documents Great integration with power automate, Pricing model, extensive feature set, great documentation Review Source Response from Plumsail August 27, 2024 Hi Ekaterina! Thanks for the feedback on the editor, that’s really helpful and valuable information for us. As for testing: if your document generation process is in testing mode, you won’t be charged for the Start document generation action in Power Automate. For other actions not related to Processes, you can use a test API key. If you’re unsure how to test without using credits, just drop us a line at support@plumsail.com. Michael M. CEO Mental Health Care Used the software for: I used a free trial ### "Great product, especially if you like learning new things" July 31, 2024 5.0 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. 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. Reason for choosing Plumsail Documents Very easy to use, the worst part of the product is trying to get the Power Automate to work with it. Plumsail is the easy part. Switched from [Jotform](https://www.capterra.com/p/158456/JotForm-4-0/) Cost and the ease of using my own documents and not having to create them in their system, and the documents still not looking professional. Review Source JK Jack K. Marketing Marketing and Advertising Used the software for: Less than 6 months ### "Efficient & Innovative" September 26, 2024 4.0 Plumsail has helped to increase the speed and efficiency of generating documents. Pros Convenience and the increase in efficiency. Cons I didn't have all of the technical knowledge or skills to develop templates with JSON. Review Source DM David M. IT Manager Construction Used the software for: Less than 6 months ### "Extremely easy to use" August 8, 2024 5.0 Been a excellent experience setting up and creating the service we needed to complete our online system. Pros Ease of use when used with Zapier to generate Word or PDF documents using our own templates and data from online services we create. Cons Not a massive fan of editing the documents in Google Docs as some of our original word templates do strange things, but doesn't take much to fix them and to be expected i guess using very old word desktop documents. Review Source MD Matt D. Network Infrastructure Support Retail Used the software for: Less than 6 months ### "Great alternative" June 26, 2024 5.0 Integrated with Azure Logic Apps for invoice processing. Process takes binary PDF data and consolidates documents into a single PDF to send to the customer. Most of the solutions found in Logic Apps wouldn't accept an array input, which we needed in our process. Adobe has a solution (which I used), but to deal with them wasn't an easy subscription-based signup process. They don't publish pricing and it would have invovled a meeting with a sales rep. Trial ran out (which wasn't much), and I tested several alternatives before finding Plumsail. Pros No hassle subscription-based service, with monthly option, no 'contract' or sales agent needing to be involved. Trial allotment was quite generous. Cons No issues encountered at all. Perhaps for our usage (consolidating PDF's into single documents), it could cost less, but it still appeared to be the best fit for our requirements. Alternatives considered [Adobe Acrobat Reader](https://www.capterra.com/p/170833/Acrobat-Reader-DC/) Reason for choosing Plumsail Documents PDFco, Cloudmersive PDF, Adobe PDF Services - Met our requirements (array-based file input, some of the others had a fixed number of input files that needed to be named individually). Pric Switched from [Adobe Acrobat Reader](https://www.capterra.com/p/170833/Acrobat-Reader-DC/) Adobe PDF Services API - Trial ran out, pricing wasn't transparent/available and I didn't want the hassle of having to meet with a sales rep (or a resulting contract, as is normally the case with Adobe). Review Source SF Stefanie F. Stammzellenberatung Alternative Medicine Used the software for: Less than 6 months ### "Recommended" October 1, 2024 4.0 Basically I'm satisfied. There is nothing to add. Pros Easy integration into automated work processes with Zapier Cons That there are only high subscriptions. Review Source KM Kristine M. Technical support and development Airlines/Aviation Used the software for: I used a free trial ### "Good value for money!" July 10, 2024 5.0 Just what we needed to start to automate our workflow. Pros Once the setup is complete it works quickly and flawlessly. Customer support was what made us decide to choose PlumSail. Also good value for money! Cons Some videos explaining how to use product where rushed and confusing. Review Source DS Devlin S. Head of Business Automation Information Technology and Services Used the software for: Less than 6 months ### "Great functionality but expensive" July 17, 2024 5.0 Good in terms of functionality, but I think pricing is problematic. Pros It is really easy to set up and use. The functionality works smoothly and as described. Cons The pricing is high, especially for businesses that generate a high volume of documents. Review Source Stefan D. Real Estate Operations Construction Used the software for: Less than 6 months ### "Great solution for our electronic lien waivers!" March 10, 2023 5.0 Pros In the construction industry, lien waivers are extremely tedious and costly in terms of labor. With the help from Plumsail, I was able to create a web-based lien waiver process for our vendors. I was able to build and execute the form and document creation systems during the free trial period and due to our low volume, Plumsail customer service team gave us a custom plan catered to our needs. Couldn't be happier. Cons I would love to utilize the inkpad option in the form and have it get imposed onto our document. Would also like to see the inkpad option be a required form field in addition. Reason for choosing Plumsail Documents Power Automate does not have this solution, but was able to find Plumsail through Power Automate's compatible connectors. Review Source Response from Plumsail March 13, 2023 Dear Stefan! Many thanks for your review. As for the ink pad, it's possible to capture handwritten signatures with the form and insert them into documents as pictures using the picture formatter in your templates. Moreover, we've just recently published an update for forms, now you can make an ink sketch field required. If any questions, we'll be happy to assist you. Feel free to drop a line at support@plumsail.com. OL Olof L. Manager Accounting Used the software for: 2+ years ### "Great product which makes our live easier" June 29, 2022 5.0 Quite positive. Just would like to have a running subscription that prevents flows from failing due to the expiration. This interrupts our processes. Also, we would like to have a test environment. Currently, for testing purposes we are consuming credits which are meant for production. Pros Merge documents (text with docx) and convert docx to pdf, excel occasional Cons Lacking of a test set-up that prevents consuming credits purchased for production. Review Source Response from Plumsail July 1, 2022 Dear Olof, thank you for your review. We're happy that the product works well for you. To prevent flows from failing due to the expiration, we advise our customers to buy additional documents or switch to the annual subscription, this could help. Also, there is a testing mode in the Processes, if to enable it, you won't spend your credits using the action Start document generation process in Flows. We're thinking of implementing this feature in some actions for Power Automate. Your feedback is very helpful! 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