Plumsail Forms

49 reviews

Plumsail Forms is a form-building solution designed to create public-facing web forms and customize SharePoint forms within Microsoft 365 or on-premises environments. It enables users to design responsive, feature-rich forms without the need for coding expertise, facilitating efficient data collection and integration across various platforms. Key Features and Functionality: - Drag-and-Drop Designer: Easily build complex forms with a user-friendly interface that supports multiple steps, data tables, and custom business logic. - Public Forms: Create forms for applications, registrations, surveys, and more, which can be embedded on any website or shared via direct links. - SharePoint Forms Customization: Replace default SharePoint forms with customized ones, adding layouts, advanced controls, and conditional logic to enhance functionality. - Integration with Third-Party Services: Automate form data processing by connecting with services like Power Automate, Make, or Zapier, enabling seamless data flow to thousands of applications. - Data Storage Options: Save form submissions to platforms such as SharePoint, Airtable, or other specified destinations, allowing external users to submit or modify data without direct access to internal systems. - Responsive Design: Ensure forms are accessible and functional across various devices, including desktops, tablets, and smartphones. Primary Value and User Solutions: Plumsail Forms addresses the need for efficient and customizable form creation, enabling organizations to collect and process data effectively. By offering integration with existing systems and automating workflows, it reduces manual data entry, minimizes errors, and enhances user engagement. Its flexibility in design and deployment makes it suitable for a wide range of applications, from simple surveys to complex data collection processes, thereby improving operational efficiency and data accuracy.

Plumsail HelpDesk

19 reviews

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

Plumsail Org Chart

7 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.

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.