Plumsail Documents

Generate documents, send by e-mail, collect e-signatures, or save to your favorite apps.

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Plumsail Documents will help you automate document creation and management in Airtable, allowing you to create documents from your records, send documents via email, request e-signatures, or save documents back to Airtable.

Add one or more document generation buttons to Airtable database and link them to document templates. Just select records and hit the button to generate a document.

Powerful templates for varied needs
Plumsail Documents templates cover Word, Excel, PowerPoint, and PDF formats, with handy features like:
• line items;
• Markdown support;
• dynamic tables and lists;
• dynamic images;
• conditional logic, and more.

Document automation in Airtable Interfaces
With Plumsail Documents, you can also manage document creation directly in Airtable Interfaces. The process is straightforward – you click the button, and it will run the script that initiates the document generation process.

Please note that you will need a Plumsail account to use this app.

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