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Plumsail Documents: App spotlight

How this app makes document creation a breeze

By Hannah Herman · July 6, 2021
Plumsail Documents app logo on a purple background.

Whether it's a contract, invoice, or something else, creating a new document is one of those tasks that can just feel unavoidable. And chances are, you need to create, fill out, and save new documents multiple times every day. That work adds up fast!

But what if you could generate new documents automatically? That's where Plumsail Documents comes in.

Plumsail Documents' origins: Enhancing SharePoint for users

For a long time, Microsoft has been the dominant player in workplace software. Their web-based sharing and collaboration tool, SharePoint, launched in 2001—seven whole years before Dropbox existed.

And for just as long as Microsoft has been around, companies have wanted more flexibility from their Microsoft apps. That's why Plumsail was born. Founded in 2011, Plumsail is a software company specializing in tools and add-ons that work with Microsoft SharePoint. Their suite of apps focus on enhancing the SharePoint experience for larger companies, non-profits, and government institutions. 

Did you know? Plumsail is headquartered in the U.S. though their customers span more than 102 countries—and their team is made up of Microsoft certified experts!

Plumsail Documents today: Easy document creation

Plumsail Documents is the company's document creation and management tool. With the app, you can generate documents, send them by email, collect eSignatures, and more. Plumsail Documents offers a range of templates, too—so whether you need to create proposals, contracts, quotes, or something else, you don't always need to start from scratch.

Fave feature: Plumsail Documents' eSignature collection feature lets you send documents for signature, receive the signed copy, and save it to your cloud storage app or CRM.

Automating Plumsail Documents

The best part is that with Zapier, you can connect Plumsail Documents to the other apps you use every day and automate more of your work. You can turn information from your form app, spreadsheet, or CRM into documents—without lifting a finger. Here are a few of our most popular workflows—we call them Zaps—to get you started:

Create Plumsail Documents from new Typeform entries

Create Plumsail Documents from new Typeform entries
  • Typeform logo
  • Plumsail Documents logo
Typeform + Plumsail Documents

New to Zapier? It's an automation tool that helps anyone connect apps and automate workflows—without any complicated code. Sign up for free to use this app, and many others, with Zapier.

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'