We offer comprehensive tools for generating documents and web forms, processing requests, and enhancing Microsoft 365 and SharePoint platforms.
Joined October 2012
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Comparing supplier quotations manually?
With Plumsail Forms, suppliers upload files directly to SharePoint. Microsoft Copilot then extracts pricing, delivery terms, and more to help compare offers.
See how it works: linkedin.com/posts/plumsail_…
#SharePoint #MicrosoftCopilot
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150 SharePoint lists. 100+ Plumsail Forms. 8-stage approvals.
Catalin Soca of BPC Software explains how they power Romania’s Order of Architects.
Watch: youtu.be/pSZXhrx5n74
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“It’s a pretty straightforward SharePoint setup.”
14,000 architects. 150+ lists. 8 approval stages. 🤨
See how it works with Katia from Plumsail Documents and Catalin Soca from BPC Software, live at @espc tomorrow, Nov 3 at 2 PM CET: espc.tech/learning-hub/webin…
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How did the Romanian Order of Architects build a secure SharePoint system for 14,000 architects?
Katrina Frolkina and Catalin Soca share the story tomorrow, Nov 3, at 2 PM CET.
Register for the ESPC session: espc.tech/learning-hub/webin…
#SharePoint
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The scariest costume this year? “Quick sync” 👻
Which Halloween mood are you today: ghost, zombie, vampire, or caught in meetings? 🎃
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50 Airtable records. 50 personalized PDFs. One click.
Use a filtered view and a reusable template to generate individual PDFs in bulk with Plumsail Documents.
Step-by-step tutorial: youtu.be/rl0-vZKzlm8
#Airtable
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Not every lead needs the same follow-up.
Our latest newsletter shows how Plumsail Forms, n8n, and AI score incoming leads and route them to sales, email follow-ups, or nurturing.
Read it here:
linkedin.com/pulse/how-score…
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🎤 Excited to join @ESPC's SharePoint Week on Nov 3!
Katrina & Catalin will show how to build a secure SharePoint information system using Plumsail Forms, Documents & Power Automate.
⏰ 2 PM CET
👉 espc.tech/learning-hub/webin…
#SharePoint #ESPC
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📝 Airtable form submitted → 📄 Personalized PDF generated → 📧 Email sent automatically.
See how @airtable + Plumsail Documents automate the entire workflow.
📷 Watch: youtu.be/ALOAZp1BWKo
#Airtable #DocumentAutomation
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How does SIOAR serve 14,000 architects while controlling SharePoint access? See the solution on 3 Nov at 2 PM CEST: public and internal forms, permissions, Power Automate and document generation.
Register: espc.tech/learning-hub/webin…
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Support requests can arrive by email, through SharePoint or Teams portals, from a website portal or custom form, or via Power Automate and REST API. Plumsail HelpDesk turns them into trackable tickets.
Explore all 7 options: youtu.be/KZXNhILwCSw
#Plumsail #SharePoint
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Our latest newsletter explores weekly timesheets in SharePoint. Nikita Kurguzov shares a setup for inline entry, approvals and signed payroll PDFs, and explains why indexing the Timesheet lookup matters as the list grows.
Read it: linkedin.com/pulse/sharepoin…
#SharePoint
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One click in Airtable, one finished branded PDF.
Mecca Parker shows how to generate it with Plumsail Documents using your own template, linked records, and one automation.
Watch: youtube.com/watch?v=E7IKk42q…
What do you still build by hand?
#Airtable #NoCode
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One form submission → Google Sheets, Teams, and OneDrive.
Built with Plumsail Forms + n8n.
▶️ Watch: youtu.be/3BArQrDF4DI
#n8n #Automation
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150+ SharePoint lists. ~14,000 users. One production system.
On Nov 3, Katrina Frolkina and Catalin Soca will show how the Romanian Order of Architects handles external access, automation, and document generation in SharePoint.
Register: espc.tech/learning-hub/webin…
#SharePoint
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Could Copilot turn resolved SharePoint tickets into answers? Lucidica demos two Copilot Studio agents: one finds past solutions; the other flags sentiment, sensitive info and escalation risks, alerting leads in Teams.
Watch: youtu.be/1PmCD41oW4I
#SharePoint #CopilotStudio
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🔔 SharePoint Alerts are gone.
Missed emails can mean missed updates.
Microsoft recommends Power Automate or SharePoint Rules. Plumsail Actions can automate the follow-up steps too.
👉 Explore Plumsail Actions: lnkd.in/ey3PE3Uk
#SharePoint #PowerAutomate
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A sales proposal rarely comes as one file.
This walkthrough shows how to generate a PDF proposal and Excel pricing sheet from the same data, add a PowerPoint deck only when needed, and send the files together via Outlook.
Read the newsletter: linkedin.com/pulse/generate-…
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A product return and a technical issue need different questions.
One contact form can handle both, showing only the fields relevant to each request.
Watch the Plumsail makeover. No coding needed.
What form should we rebuild next?
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New in Plumsail Documents: generate multiple documents in one Process.
With set of documents feature, create proposals, spreadsheets, and presentations from the same data in one run. Keep files separate or package them together.
plumsail.com/blog/generate-m…