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Documents & signing

Plumsail Documents

Separate product since · 13 November 2018 Anton Khritonenkov · Dmitry Kozlov

Website

Business documents generated from existing templates and app data.

Product started 2018-11-13Origin source ↗Checked 2026-09-22

01 Plumsail Documents' template picker showing invoice, report and agreement templatesSource · Original

Plumsail Documents process creation form with template and output format options — 02 Process setup with template and output formatsSource · Original

Plumsail Documents process settings for adding and reordering templates — 03 Multiple templates within one document processSource · Original

The business

Customer

Teams using Office templates and business apps to create and deliver recurring documents.

Problem

Information is already in an app or form, but creating the right document and getting it to the next person still involves manual steps.

Founders & origins

Plumsail Documents began within Plumsail Actions, a SharePoint automation product. On 13 November 2018, the company separated Documents into its own product because document-generation use cases extended beyond SharePoint.

Plumsail splits Actions and Documents, 13 November 2018

Anton Khritonenkov

Co-founder of Plumsail

Plumsail identifies him as responsible for product strategy across Documents, Org Chart and HelpDesk. He announced the separation of Documents from Actions in 2018.

Plumsail: Anton Khritonenkov author profile Plumsail splits Actions and Documents, 13 November 2018

Dmitry Kozlov

Co-founder of Plumsail; Product Owner, Plumsail Forms

Leads Plumsail Forms. His published product history describes successive SharePoint form-designer implementations and their move to a shared JavaScript codebase.

Plumsail Forms history by co-founder Dmitry Kozlov, 24 July 2023

Brand & positioning

Plumsail’s document automation product connects template-based generation with delivery, cloud storage and electronic signatures.

Brand source

Capital & ownership

Funding and ownership financing were not verified in the primary sources reviewed. This does not establish that Plumsail has raised no capital.

Product distinctions

A single process can generate a document set containing different template formats, including Word, Excel, PowerPoint, PDF and HTML.
Plumsail Documents: create a process and document set
Templates can be selected from a library, created from blank documents or uploaded as existing files.
Plumsail Documents: create a process and document set
Processes combine templates, input data and delivery into one document-generation workflow.
Plumsail Documents: create a process and document set

Sourced product choices; not a claim of uniqueness or a proven competitive moat.

Workflow

Documentation summary

01
A form or connected business app supplies the data.
02
The data populates a Word, Excel, PowerPoint or PDF template.
03
The output is emailed, stored in a connected app or sent for e-signature.

Features

Templates can use Word, Excel, PowerPoint and PDF formats.
Plumsail Documents overview
Document processes can deliver by email, save to cloud storage or request signatures.
Plumsail Documents introduction
The pricing page counts a process run, integration action or REST API call as one document.
Plumsail Documents pricing

Product approach

Editorial analysis

Existing templates and applications form the starting point for automation. Data mapping, formatting and delivery become one repeatable document process.

Constraints

Each supported file format and integration adds edge cases that require reliable handling.

Sources 9 references

Company, founder and investor sources. Product claims are not independent testing; funding announcements do not establish revenue or profitability.

Plumsail Documents overview Checked 2026-09-22
Automatically apply data to document templates - Word, Excel, PowerPoint, or PDF.
Plumsail Documents introduction Checked 2026-09-22
send ready documents by email, save to the cloud, or request e-signatures
Plumsail Documents pricing Checked 2026-09-22
Plans differ in limits on the number of documents.
Plumsail: Anton Khritonenkov author profile Checked 2026-09-22
Co-Founder
Plumsail Forms history by co-founder Dmitry Kozlov, 24 July 2023 Checked 2026-09-22
Co-founder and Product Owner of Plumsail Forms
Plumsail splits Actions and Documents, 13 November 2018 Checked 2026-09-22
Since today, we have two separate products Plumsail Actions and Plumsail Documents.
Plumsail Documents: create a process and document set Checked 2026-09-22
Each process can contain multiple templates.
Brand & positioning Checked 2026-09-22 · Brand reference
Foundation Checked 2026-09-22 · Brand reference
Plumsail Documents became a separate product from Plumsail Actions on this date. It is not the founding date of parent company Plumsail, nor the first release of the earlier connector.

Maturity: Launched · 5 of 6 areas documented

Editorial assessment

Reviewed product documentation and public pricing establish an available product.

Plans charge by document allowance, with monthly or annual billing. Process runs, integration actions and REST API calls count toward usage. See live pricing. Checked 2026-09-22

Maturity is an evidence-based assessment, not a success rating. It may understate the current stage where evidence is limited. Coverage records documented areas, not a complete or independently audited company history.