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Plumsail

Document generation, forms, and workflow tools for Microsoft 365, SharePoint, and Power Platform users.

About Plumsail

Plumsail builds document generation, web forms, and workflow products tightly integrated with Microsoft 365, SharePoint, and Power Automate. Its Documents service merges data from CRMs, databases, and forms into Word, Excel, PDF, and PowerPoint templates to produce contracts, proposals, invoices, and reports at scale. Plumsail Forms and Actions extend Power Automate with capabilities for document workflows. The company serves IT teams and operations groups in mid-market and enterprise organizations standardized on the Microsoft stack.

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