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Plumsail

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63 reviews
  • 4 profiles
  • 4 categories
Average star rating
4.6
Serving customers since
2011
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Plumsail Forms

43 reviews

Design complex public web forms with ease. Forms are modern and responsive, using mobile-friendly grid for easy layout configuration and adjustment to mobile devices, and come with: - WYSIWYG web editor with drag-drop capabilities; - wizard container for multi-step forms; - customizable sharing pages to share via URL or a widget to publish on any site; - many fields and controls to add, such as signature, datatable, likert scale, captcha, etc; - extensive customization options, and rich JavaScript API for custom logic (validation, calculation, and more). Receive email notifications on submit, collect submissions to your account (where you can export them to CSV or open on the form, and save as PDF), or create automations with Power Automate or Zapier with the data from the form. The product also allows extensive customization of Modern SharePoint forms in SharePoint Online and SharePoint 2019 with SharePoint panel support, group and custom logic form routing, cascading lookup fields and lookup search functionality, parent-child items/documents, repeating rows List or Library control and more.

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Plumsail HelpDesk

14 reviews

Plumsail HelpDesk is a tool for SharePoint that helps to make customers happy with quick and efficient support.

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Plumsail Org Chart

5 reviews

Plumsail Org Chart enables you to create interactive, company-wide organizational charts and embed them into SharePoint pages or Microsoft Teams tabs. Key features include: - Friendly search and navigation: Easily find colleagues by department, location, job title, or other fields such as biography or skills. Use breadcrumb navigation for intuitive browsing. - Various layouts and conditional formatting: Choose from different layouts and box orientations to best display your organizational structure. Apply conditional formatting based on department, job title, skills, and more. - Assistants, vacancies, and dotted-line managers: Display roles like dotted-line managers, vacancies, and assistants. Highlight boxes conditionally and navigate easily between roles. - Automatic data synchronization: Keep your Org Chart updated with automatic data synchronization from Entra ID (formerly Azure AD), SharePoint lists, or user profiles. - Printing & CSV export: Generate detailed PDF reports for stakeholders, including employee lists and navigation links. Export data to CSV for Excel or Power BI analysis, and convert views to PNG for presentations.

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Plumsail Documents

1 review

Plumsail Documents is a template-based document automation software that allows you to set up automated document generation, conversion, e-signing, delivery, and storage. Plumsail Documents supports all Microsoft Office formats and has a powerful templating syntax with the ability to add dynamic tables, pictures, QR codes, barcodes, and much more. Plumsail Documents provides a comprehensive range of direct integrations and can be integrated with thousands of web services in Zapier and Power Automate (Microsoft Flow). It makes it easy to merge data from favorite apps such as CRM, Forms and Surveys, Online databases, and more to business documents.

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Plumsail Reviews

Review Filters
Profile Name
Star Rating
49
14
0
0
0
Verified User in Information Technology and Services
AI
Verified User in Information Technology and Services
10/02/2025
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Best Budget All Around Form Tool

Best part of plumsail is the external data source option to populate drop down lists. It also has dynamic conditions and lots of field types.
DT
Drazen T.
09/03/2025
Validated Reviewer
Verified Current User
Review source: Organic

Weidmann Forms review

Ease of Use and Implementation and ease of Integration.
Verified User in Hospital & Health Care
AH
Verified User in Hospital & Health Care
08/15/2025
Validated Reviewer
Verified Current User
Review source: Organic

Great product value!

- Ticket system fundamental simplicity - View customization flexibility - Seamless Azure integration for orchestration - Internal web-widget features for improved ticket state visibility - Swift setup process - Straight forward customer feedback for internal IT progress milestones

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HQ Location:
Wilmington, Delaware

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What is Plumsail?

Plumsail is a software company that specializes in creating tools and components designed to enhance workflow automation and data visualization for businesses. Their solutions are primarily known for seamless integration with platforms like SharePoint, Microsoft Power Automate, and Microsoft 365. Plumsail offers products such as Forms, which allows users to design responsive web forms effortlessly, and Workflow Actions Pack, a collection of actions to extend the capabilities of Microsoft SharePoint workflows. Additionally, they provide comprehensive APIs for generating documents, processing forms, processing images, and more, to help businesses streamline their processes and improve efficiency. The ease of use and broad functionality make Plumsail a favored choice among developers and IT professionals aiming to boost productivity and implement automation within their organizations.

Details

Year Founded
2011