TrustRadius Insights
Plumsail Documents has proven to be a valuable tool for creating reports and automating documentation tasks. Users have found it easy to …
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Personal
$0
Cloud
Folder
$25
Cloud
per month
Drawer
$84
Cloud
per month
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Details
- About
- Tech Details
What is Plumsail Documents?
Plumsail Documents Features
- Supported: Batch Processing
- Supported: Digital Signature
- Supported: Multiple Output Formats
- Supported: Templates
- Supported: Customizable Templates
- Supported: Data Import/Export
- Supported: Document Capture
- Supported: Document Generation
- Supported: Document Storage
- Supported: Electronic Signature
- Supported: File Conversion
- Supported: Full Text Search
- Supported: Secure Data Storage
- Supported: Third Party Integrations
- Supported: Workflow Management
Plumsail Documents Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
Plumsail Documents has proven to be a valuable tool for creating reports and automating documentation tasks. Users have found it easy to generate reports from Airtable data, allowing them to monitor usage and identify trends effortlessly. The reliable and user-friendly Power Automate PDF connectors have made the business automation process seamless and efficient. Despite occasional interruptions caused by flow failures due to subscription expiration, users have appreciated the overall experience with Plumsail as a valuable learning opportunity. The software has filled a gap in functionality that MS Forms should already have, providing users with a solution that addresses their needs. Additionally, Plumsail Documents has been successfully used for specific purposes such as streamlining a company's training portal and automating the generation of documents required for visa applications in Japan. Users have found it easy to implement Plumsail within their existing Microsoft Flow solutions, and the support team has been responsive and helpful in troubleshooting and problem-solving. While cost has been a concern for some users, the benefits of using Plumsail Documents and similar services like Power Automate are increasingly recognized, leading to continued usage and growth.
Streamlined document creation: Multiple users have praised Plumsail Documents for its ability to streamline the process of creating and generating documents. Many reviewers have found it easy to build and execute form and document creation systems, resulting in increased efficiency and reduced labor costs.
Seamless integration with other platforms: Several users have expressed satisfaction with how well Plumsail Documents integrates with other platforms such as Airtable, Zapier, Microsoft Flow, Power Automate, SharePoint Online, and MS Forms. This seamless integration allows for smooth data transfer and automation, making it easier for users to connect their workflows and generate the necessary documents.
Effective file conversion capabilities: Numerous reviewers have highlighted the effectiveness of Plumsail Documents in converting various file formats. Users have successfully converted Excel files into PDF reports, filled in PDF forms using Microsoft Flow's connector, as well as converted XLS to XLSX and XLSX to PDF. This capability has been highly appreciated by customers for its simplicity and power in handling different file types.
Challenging Pricing Structure: Some users have found the pricing structure of Plumsail Documents to be a bit challenging, particularly with regards to merge limits. They mention that other platforms offer unlimited merges even at their lowest tier, which makes them feel that Plumsail Documents' pricing plan is not as flexible as they would like.
Unclear Documentation and Limited Support: Several users have expressed dissatisfaction with the documentation provided by Plumsail Documents, stating that it can sometimes be unclear and lacking in guidance when things don't work as expected. Additionally, these users highlight the need for quicker responses from the help desk, as support is currently only offered through a written ticket system without chat or phone support options.
Expensive for Developers: Some developers using Plumsail Documents find it somewhat expensive, especially when they need to run multiple tests or experiment with application design. These users note that the document limit can be high, requiring an expensive plan, which may not align well with their budget constraints.