Plumsail
Plumsail is a Miami-based SaaS provider of document generation, web forms, helpdesk ticketing, and workflow automation tools built natively for Microsoft 365 and SharePoint, serving SMB through enterprise customers globally via self-serve and partner channels.
- Company typePrivate
- Founded2011
- HeadquartersMiami, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Plumsail does
Plumsail is a private, Miami-headquartered SaaS company founded in 2011 that builds productivity tools for the Microsoft 365 and SharePoint ecosystem. Its product suite centers on document generation from templates (Plumsail Documents), public web form design (Plumsail Forms), SharePoint-native ticketing (HelpDesk for SharePoint), and an add-on module (Actions) that extends Power Automate, Azure Logic Apps, and PowerApps with advanced SharePoint operations. Supporting tools include Forms for SharePoint (modern form designer), Org Chart for SharePoint, Charts for SharePoint, and legacy offerings for classic SharePoint UI (Forms, Lookup). The underlying technology is a SharePoint/Microsoft 365 integration platform focused on no-code/low-code automation: template-driven document creation, dynamic data binding, eSignature collection, cloud upload/email delivery, and workflow orchestration via Power Automate, Zapier, Make, or Airtable.
The company serves a heterogeneous base spanning SMB, mid-market, enterprise, government, education, and non-profit customers globally — including named users such as St Pierre Groupe, Fast Retailing, Port of San Diego, City of Nampa, Blackadders LLP, Telarus, and the University of Hail. Its go-to-market is hybrid: a self-serve SaaS model with direct purchasing through plumsail.com/store/ paired with enterprise demo requests and a partner/reseller program documented at /partnership/. Revenue mechanics are subscription-based recurring SaaS licensing across the suite, although pricing is not publicly disclosed. The company is led by co-founders Roman Rylov (CIO), Anton Khritonenkov, and Dmitry Kozlov. There are no disclosed funding rounds, M&A activity, or financial figures in the source set.
Plumsail firmographics
Firmographics- Name
- Plumsail
- Legal name
- Plumsail
- Website
- https://plumsail.com
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Plumsail is a Miami-based SaaS provider of document generation, web forms, helpdesk ticketing, and workflow automation tools built natively for Microsoft 365 and SharePoint, serving SMB through enterprise customers globally via self-serve and partner channels.
- Ownership category
- akta.pro rank
Plumsail industry classification
Industry- Product category
- SharePoint and Microsoft 365 Productivity Software
- NAICS
- Software Publishers (5132), Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Low-Code/No-Code Application Platforms (HDAEAKAA)
- akta.pro secondary industries
- Document Creation & Office Suites (BPAMAMAD), IT Workflow Automation & Orchestration Platforms (HDAEALAF), iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG)
Keywords
Where Plumsail is headquartered
LocationHeadquarters
- HQ city
- Miami
- HQ country
- United States
- HQ region
- North America
Markets served
Plumsail business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- SaaS Product Subscriptions: Plumsail sells its suite of SharePoint and Microsoft 365 enhancement tools as commercial software products available through their online store, likely with subscription-based licensing per-seat or per-deployment
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
Plumsail product offering
Product offeringCore offering
Plumsail develops and sells a suite of no-code/low-code productivity tools for Microsoft 365 and SharePoint environments. Its core offerings automate document generation from templates with eSignatures, enable modern web form creation, deliver an in-SharePoint ticketing/helpdesk system, and provide advanced SharePoint actions and visualization tools that extend Microsoft Power Automate, Azure Logic Apps, and PowerApps.
Product overview
Plumsail offers a suite of productivity tools centered around Microsoft 365 and SharePoint platforms. The core products include Plumsail Documents for document generation and eSignatures, Plumsail Forms for web form creation, and HelpDesk for SharePoint for ticketing. These are complemented by specialized add-on modules including Actions for Power Automate (advanced SharePoint workflow actions), Forms for SharePoint (modern form designer), Org Chart for SharePoint (visualization), and Charts for SharePoint (interactive data visualization). Legacy products for classic SharePoint UI include Forms for classic UI and Lookup for classic UI. The platform integrates natively with Power Automate and also supports Zapier and Make for workflow automation.
Differentiator
Problem solved
Functional benefit
Brands
- Plumsail Documents: Document generation from templates with eSignatures, cloud upload, and email sending capabilities
- Plumsail Forms
- Plumsail Helpdesk
- Actions for Power Automate
- Org Chart for SharePoint
- Charts for SharePoint
- Forms for SharePoint
- Forms for classic UI
- Lookup for classic UI
Products and services
- Plumsail Documents Document generation product that creates documents from templates, collects eSignatures, uploads output to the cloud, or sends documents by email; integrates with Power Automate, Zapier, and Make for workflow automation. Targets organizations needing automated template-based document production.
- Plumsail Forms Public web form builder that lets users design and publish web forms, process submissions, and automate downstream data handling with Power Automate, Make, Zapier, or Plumsail Documents; supports integrations including Airtable. Targets organizations needing modern web form capture without coding.
- HelpDesk for SharePoint Ticket management system for SharePoint Online within Microsoft 365 that converts inbox-style requests into structured tickets with automatic assignment and conversation tracking. Targets organizations needing an internal IT or service desk inside their existing SharePoint environment.
- Actions for Power Automate Provides advanced SharePoint actions for Microsoft Power Automate, Azure Logic Apps, and PowerApps, enabling management of sites, lists, permissions, and documents. Targets Power Platform developers extending SharePoint workflow capabilities.
- Forms for SharePoint Designer for modern SharePoint forms with complex layouts, steps, tabs, and related items/documents; supports SharePoint Online and SharePoint 2019/SE. Targets organizations replacing InfoPath and building no-code SharePoint applications.
- Org Chart for SharePoint Creates interactive organization charts with advanced search and navigation for SharePoint Online and on-premises. Targets organizations needing visual organizational structures inside SharePoint.
- Charts for SharePoint Generates interactive charts for SharePoint based on lists, libraries, or external data sources. Targets organizations needing dashboard-style data visualization within SharePoint.
- Forms for classic UI SharePoint forms product designed for the classic SharePoint UI environment. Targets organizations still operating legacy SharePoint classic interfaces.
- Lookup for classic UI Cross-site lookup functionality for the classic SharePoint UI environment. Targets organizations on legacy SharePoint classic needing cross-site reference data.
Quantifiable outcome
- Forms can be created in minutes according to multiple customer testimonials
- +1 more outcomes
Companies that use Plumsail
Customer profileNamed customers26 records
Segments4 records
Ideal customer profiles3 records
Plumsail technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
Feature7 records
Plumsail partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- MicrosoftcorePlumsail's entire product suite is built around Microsoft 365, SharePoint, Power Automate, Azure Logic Apps, and PowerApps. The company provides essential third-party tools that extend and enhance the native Microsoft platform capabilities.
Recent moves1 record
Expansion highlights5 records
Plumsail competitors and assessment
Company assessmentBroad incumbents
- Nintex: Larger, established process automation and document generation platform with SharePoint and Microsoft 365 integration; competes with Plumsail at the workflow and document automation layer with a broader portfolio.
- DocuSign: Market-leading e-signature and document automation platform with Microsoft 365 integrations; competes with Plumsail Documents at the higher end of the document workflow stack.
- Adobe Document Cloud / Acrobat Sign: Incumbent in document generation and e-signatures that competes with Plumsail Documents' template and eSignature functionality, particularly for enterprise customers.
- Power Apps (Microsoft): Microsoft's native low-code platform for building SharePoint forms and apps; represents the largest competitive threat as a free, first-party alternative to Plumsail Forms.
Direct peers
- VirtoSoftware: Provides SharePoint and Microsoft 365 components for forms, helpdesk and workflow, competing directly with Plumsail's SharePoint HelpDesk and form products.
- Lightning Tools: Builds SharePoint add-ons including forms, charts, org charts and document tools — closely mirroring Plumsail's breadth of SharePoint enhancement modules.
- KWIZ Forms: KWIZ Forms (formerly KWizCom) sells SharePoint and Microsoft 365 form, metadata and workflow add-ons, directly overlapping Plumsail's Forms for SharePoint and Actions for Power Automate products.
- Infowise: Vendor of SharePoint forms, document generation and workflow add-ons that directly competes with Plumsail Forms, Plumsail Documents and Forms for SharePoint inside the Microsoft 365 ecosystem.
- BoostSolutions: Sells a wide catalog of SharePoint add-ons including forms, helpdesk and chart web parts that overlap with Plumsail's SharePoint enhancement suite.
Emerging players
- airSlate (pdfFiller / signNow): Cloud document workflow and e-signature platform with no-code form builders; overlaps with Plumsail Documents and Plumsail Forms for SMB and mid-market document automation.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Plumsail social profiles
Digital presencePlumsail financial estimates
Financial estimateRevenue estimate
Valuation estimate
Plumsail leadership team
Management profileNumber of profiles
Profiles3 records
Plumsail funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Plumsail M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Plumsail
What does Plumsail do?
Plumsail develops and sells a suite of no-code/low-code productivity tools for Microsoft 365 and SharePoint environments. Its core offerings automate document generation from templates with eSignatures, enable modern web form creation, deliver an in-SharePoint ticketing/helpdesk system, and provide advanced SharePoint actions and visualization tools that extend Microsoft Power Automate, Azure Logic Apps, and PowerApps.
Is Plumsail a public or private company?
Plumsail is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Plumsail founded?
Plumsail was founded in 2011. It employs 11 to 50 people.
Where is Plumsail based?
Plumsail is headquartered in Miami, United States, in the North America region.
How does Plumsail make money?
One revenue line is on record: saaS Product Subscriptions.
Who are Plumsail's main competitors?
Broad incumbents on record are Nintex, DocuSign, Adobe Document Cloud / Acrobat Sign and Power Apps (Microsoft). Direct peers are VirtoSoftware, Lightning Tools, KWIZ Forms, Infowise and BoostSolutions. airSlate (pdfFiller / signNow) is listed as an emerging player.
Does Plumsail have an API?
No public API is recorded for Plumsail.
What industry is Plumsail in?
Plumsail's product category is SharePoint and Microsoft 365 Productivity Software. Its primary akta.pro industry code is HDAEAKAA, Low-Code/No-Code Application Platforms, with a secondary code of BPAMAMAD, Document Creation & Office Suites. Its NAICS code is 5132 and its SIC code is 7372.