Plumsail
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Comprehensive tools for generating documents, web forms and enhancing Microsoft 365 and SharePoint.
Plumsail was founded in 2011 and now has clients all over the world. We specialize in development of SharePoint 2010/2013 and Office 365 add-ins, business intelligence and consulting services. Our main goal is to improve user experience in SharePoint and reduce cost of development and configuration. Our team is made up of qualified Microsoft certified specialists who have been working out effective SharePoint solutions for more than 5 years.
06/11/2026
Most digital transformation projects hit the same wall: somewhere in the process, someone still needs a paper document.
For Jeff Phillips and the IT team at LT Corporation, Inc., that wall came up across eight manufacturing companies — quality reports, shipping documents, work orders. All still needed on paper.
Here's how they solved it:
🔸 Templates designed in Microsoft Word by the teams who use them
🔸 Data collected and structured via Power Automate
🔸 Plumsail Documents generates the final PDF with no legacy tools and no technical debt
Non-conformance reports, bills of lading, order-to-cash checklists. All automated.
Check the whole story: https://plumsail.com/blog/business-cases-lt-corporation-microsoft-365-report-automation/
Sometimes the best way to explain why a tool works is simple: "only Plumsail was able to make that work."
That's Ronald Achs, Founder and CEO of PRODUITS DE L'EQUIPE LLC, in our latest talking about how Oil-Royalties automated their entire agreement and e-sign workflow.
Their stack: Jotform → Make → Google Sheets → Plumsail Documents → Dropbox Sign.
The result:
✅ Three distinct e-sign document flows, fully automated
✅ Agreements pre-filled from form submissions
✅ Document layout and legal language preserved exactly as written
All inside their Virtual Auction™ Marketplace for oil and gas royalties.
Check the newsletter here: https://www.linkedin.com/pulse/how-oil-royalties-automated-agreement-generation-e-sign-workflows-ltzdf
Not every school has a dev team. But every school can have a modern registration form. 👇
Vaniethia Hubbard, Mark DeAsis, Tina J. Newton — we rebuilt Santa Ana College's registration and this is what it looks like now:
✅ Student info, structured and mobile-friendly
✅ Terms & conditions you can read and sign right there
✅ Parent or guardian consent built into the same form
✅ Courses to add, with a notes field if needed
From a 16-minute PDF to a 5-minute web form.
Evergreen School District, Southeastern Technical College, Northern Gateway Public Schools — how are prospective students experiencing your enrollment today?
Drop a comment and we might rebuild yours next 👇
06/04/2026
The best agreement process is the one buyers never have to think about.
For Oil-Royalties, it looks like this:
🔸 Buyer submits a form via Jotform
🔸 Data flows through Google Sheets into Plumsail Documents
🔸 A pre-filled, legally formatted agreement lands in Dropbox Sign ready to sign
Using Plumsail Documents with Make, Jotform, and Dropbox Sign, Ronald Achs automated the entire e-sign flow for their Virtual Auction™ Marketplace for oil and gas royalties.
Check the whole story: https://plumsail.com/blog/business-cases-oil-royalties-e-sign-agreement-automation-jotform-make-dropbox-sign/
06/04/2026
⏳ Microsoft InfoPath ends support on July 14, 2026.
In SharePoint Online, your forms will stop working entirely.
Plumsail Forms is the easiest way to migrate and built specifically for SharePoint. Your team can rebuild forms without touching a single line of code.
▶️ Full walkthrough + free trial: https://youtu.be/SjDzHTfnsAs
Already planning your migration? 👇
Migrate your InfoPath Forms Microsoft InfoPath reaches end of support on July 14, 2026 and if y...
We gave an exam registration form a personality. 👀
Built with AI and Plumsail Forms — it reacts, it warns, it responds. Like it actually cares whether you're ready or not.
Send us your workflow. We'll rebuild it for free and feature it in a video.
University of California, Berkeley, University of Minnesota, EdTech at World Education, Khan Academy curious what your process looks like today?
05/28/2026
The best timesheet process is the one no one has to chase.
For FileBank Inc., it looks like this:
🔸Hours calculated automatically as employees type
🔸Approvals routed across secretary, principal & payroll
🔸A signed PDF generated the moment the final step is done
Using Plumsail Forms for SharePoint, Farook Golam and his team replaced a paper-based routine with a fully digital, multi-step workflow all inside Microsoft 365.
Read here: https://plumsail.com/blog/business-cases-multistep-approval-to-pdf-filebank-inc/
05/28/2026
🎥 Your forms can think for themselves, no JavaScript required.
We just published a full walkthrough on building dynamic forms with no-code rules in Plumsail Forms.
Hide fields, disable inputs, validate conditions, and control your submit button, all configured visually inside the form editor. Works for both Public Web Forms and SharePoint Forms.
▶️ Watch here: https://youtu.be/0zd-0t_9FH8
What's your current approach to form logic? 👇
Hide and disable fields with no code Learn how to create dynamic forms with no-code rules in Plumsail Forms. In this video, you'll see how to hide and disable fields, buttons, and other controls...
The funniest thing about gym memberships is that people rarely quit because of the gym itself. 😅 So we built an AI-powered cancellation form, and it became a little too self-aware.
Some people need a nudge like Duolingo's passive-aggressive owl. Some need the raw honesty of a Netflix "are you still watching?" moment. And some are simply stepping into a different chapter of life, and that deserves nothing but a clean exit.
That's the kind of experience software should create now. Not boring forms that collect data. But forms that actually react, adapt, and feel human.
What's the real reason people cancel their gym membership? 👇😅
Still using PDFs + email for applications? We'll rebuild it for free. 👇
Send us your workflow. We feature it in a video. You keep it.
We transformed a real submission process for the APEC - Asia-Pacific Economic Cooperation Healthy Women, Healthy Economies initiative with APEC SEN Secretariat into a guided online form with:
✔ structured submissions
✔ file uploads
✔ validation
✔ automated routing
No PDFs. No email chains. No missing attachments.
APEC AIESEC European Solidarity Corps belize companies corporate affairs registry Merck Healthcare curious how you're handling applications today?
Want us to review your workflow next? Send it over.
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