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description: Learn more about Plumsail Documents price, benefits, and disadvantages for businesses in New Zealand. Read verified software reviews and find tools that fit your business needs.
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title: Plumsail Documents Pricing, Reviews & Features - Capterra New Zealand 2026
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# Plumsail Documents

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> Plumsail Documents is a document automation software. &#10;It allows you to generate custom documents from templates.
> 
> Verdict: Rated **4.7/5** by 75 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Who Uses Plumsail Documents?

Serves equally well small and medium businesses, corporations from all market spheres, NGOs, and government organizations. Users around the world use it to automate document creation and processing.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.7/5** | 75 Reviews |
| Ease of Use | 4.7/5 | Based on overall reviews |
| Customer Support | 4.6/5 | Based on overall reviews |
| Value for Money | 4.1/5 | Based on overall reviews |
| Features | 4.6/5 | Based on overall reviews |
| Recommendation percentage | 80% | (8/10 Likelihood to recommend) |

## About the vendor

- **Company**: Plumsail
- **Location**: Miami, US
- **Founded**: 2011

## Commercial Context

- **Starting Price**: US$25.00
- **Pricing model**: Flat Rate (Free Trial)
- **Pricing Details**: Starts at $29.00 per month. There is a free trial.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English, Spanish
- **Available Countries**: Australia, Canada, France, Germany, India, Ireland, Italy, Mexico, Netherlands, New Zealand, Philippines, Singapore, South Africa, United Arab Emirates, United Kingdom, United States

## Features

- Batch Processing
- Customisable Templates
- Document Capture
- Document Storage
- Electronic Signature
- File Conversion
- Full Text Search
- Multiple Output Formats
- Templates
- Third-Party Integrations
- Workflow Management

## Integrations (18 total)

- Airtable
- Docusign
- Dropbox Business
- Dropbox Sign
- Gmail
- Make
- Microsoft 365
- Microsoft Outlook
- Microsoft Power Apps
- Microsoft Power Automate
- Microsoft Teams
- OneDrive
- Plumsail Forms
- Slack
- Xodo Sign

... and 3 more integrations

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base

## Category

- [Document Generation Software](https://www.capterra.co.nz/directory/31576/document-generation/software)

## Related Categories

- [Document Generation Software](https://www.capterra.co.nz/directory/31576/document-generation/software)
- [Document Management Software](https://www.capterra.co.nz/directory/30063/document-management/software)

## Alternatives

1. [Microsoft Word](https://www.capterra.co.nz/software/1010319/microsoft-word) — 4.7/5 (2783 reviews)
2. [Adobe Acrobat](https://www.capterra.co.nz/software/1012240/adobe-acrobat-dc) — 4.7/5 (4170 reviews)
3. [Google Workspace](https://www.capterra.co.nz/software/168389/google-workspace) — 4.7/5 (17484 reviews)
4. [M-Files](https://www.capterra.co.nz/software/122215/m-files) — 4.4/5 (274 reviews)
5. [iLovePDF](https://www.capterra.co.nz/software/173963/ilovepdf) — 4.7/5 (1750 reviews)

## Reviews

### "Solid tool for automated document generation with Airtable and Make" — 5.0/5

> **Gonzalo** | *21 January 2026* | Computer & Network Security | Recommendation rating: 9.0/10
> 
> **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.
> 
> 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.

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### "Powerful, easy to use, and great support\!" — 5.0/5

> **Brian** | *4 February 2026* | Insurance | Recommendation rating: 10.0/10
> 
> **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.
> 
> 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.

-----

### "Plumsail helped with Rich Text Formatting Project" — 5.0/5

> **Annalise** | *17 February 2026* | Government Administration | Recommendation rating: 10.0/10
> 
> **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?
> 
> 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\!

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### "plumsail & me" — 3.0/5

> **Nicholas** | *15 October 2024* | Retail | Recommendation rating: 6.0/10
> 
> **Pros**: I like the functionality to import a custom designed XLS which we are using as the form/document construct.  Using the tokens was pretty straightforward and worked well with PowerAutomate
> 
> **Cons**: We had a lot of difficulty with the delivery to Sharepoint.  I was told this was more of a global issue and just our account.  Either way, the Sharepoint delivery was failing during the testing and demo phase of the project.  This undermined Plumsails reliability and the overall feasibility/stability of the internal project and management's approval thereon.  While things are working more consistently now, failures (weather outright or processes that run indefinitely) seem to be 'silent' so users aren't necessarily notified of the failure, there is simply a lack of the expected output.
> 
> Mostly positive.  In response to a suggested delivery option I was advised to implement more complex processes and coding with PowerAutomate.  I realize not every feature suggestion will be considered or implemented.  Please remember that your customers want a low/no code, turnkey solution for their use case.

-----

### "Powerful Document Automation for Complex Workflows" — 5.0/5

> **Bob** | *27 June 2025* | Law Practice | Recommendation rating: 9.0/10
> 
> **Pros**: The connector is incredibly flexible and easy to integrate into complex Power Automate workflows. It supports a wide range of document operations—from generating Word documents from templates to converting and manipulating PDFs—all with excellent reliability.
> 
> **Cons**: The main challenges we’ve encountered are around documentation and the need for clearer guidance when troubleshooting advanced scenarios. Additionally, we found it necessary to introduce delays between actions to ensure document processing completes before moving on to the next file. Better native support for handling asynchronous operations would be a welcome improvement.
> 
> Plumsail Documents has been an essential part of a high-volume document automation solution we built using Power Automate and Azure AI. We extract and process large sets of multi-page PDFs, analyze each page with AI, and use Plumsail to assemble structured Word documents; each section on its own page. The connector is fast, reliable, and incredibly flexible. It has significantly streamlined our workflow and improved document consistency across the board. Highly recommended\!

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## Links

- [View on Capterra](https://www.capterra.co.nz/software/214700/plumsail-documents)

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| en-ZA | <https://www.capterra.co.za/software/214700/plumsail-documents> |

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